元大金控 元大金控 元大金控

Action Strategy

1. We create videos featuring the senior management sharing Yuanta FHC’s culture and core values, and post them on the employee portal.
2. We hold monthly Yuanta Group training sessions for new employees to help them quickly integrate into the corporate culture.
3. Every year, the chief executive officer (CEO) of Yuanta FHC publicly advocates the corporate vision, mission, and values to all employees through a CEO Letter, maintains ongoing communication with employees, and holds core value activities from time to time to deepen employee identification and enhance the talent experience.

Action Results

According to the results of the 2023 Employee Engagement Survey, 80% of employees have a positive view of diversity and inclusion, which is three percentage points higher than the norm for financial services in Taiwan. In terms of recognition of “core values,” “goals and direction,” and “company brand image,” employee recognition scores were all more than five points higher than the norm for financial services in Taiwan.

• 86% of employees have a positive view of core values, which is five percentage points higher than the norm for financial services in Taiwan.
• 91% of employees have a positive view of goals and direction, which is six percentage points higher than the norm for financial services in Taiwan.
• 79% of employees have a positive view of company brand image, which is six percentage points higher than the norm for financial services in Taiwan.

Action Strategy

1. We conduct regular overseas inspections to strengthen management and support of overseas subsidiaries, ensuring steady business development and compliance.
2. In response to the increase in Southeast Asian and foreign customers, we train English-speaking talent in branches to enhance cultural communication skills and promote cultural integration.
3. Through broadcast training, we help our colleagues understand the etiquette and values of different cultures, reduce communication misunderstandings, and provide friendlier financial services.
4. We incorporate DEI into the Group’s mandatory workplace safety training program, covering gender equality, employment equity, and unconscious bias, to ensure that all employees possess DEI knowledge and apply it in their daily work, thereby collectively fostering an inclusive workplace culture.

Action Results

Yuanta FHC actively promotes gender equality. In 2024, women accounted for 63.39% of the workforce and 54.39% of managers, demonstrating that all employees, regardless of gender, enjoy equal opportunities for development. To enhance workplace safety, starting in 2024, the content of workplace safety training has been updated in accordance with the latest regulations, expanding to two courses. A total of 24,327 participants completed the training throughout the year, with a total training duration of 19,605 hours. In recognition of our efforts to promote DEI, Yuanta has been awarded the highest honor in Taipei City’s workplace gender equality certification—the Gold Award—proving our unwavering commitment to creating an inclusive workplace. Yuanta FHC’s efforts are reflected in the Employee Engagement Survey’s “diversity and inclusion” and “organizational communication” categories, with 81% of employees expressing positive views on diversity and inclusion, which is two percentage points higher than the norm for financial services in Taiwan. 83% of employees have a positive view of organizational communication, which is eight percentage points higher than the norm for financial services in Taiwan.

Action Strategy

1. We provide market-competitive reward and incentive mechanisms, establish a remuneration committee, regularly review remuneration policies, and ensure fairness and transparency.
2. We promote long-term incentive programs such as employee stock ownership trusts, allowing employees to share in the fruits of Yuanta’s growth.
3. We provide labor insurance, health insurance, and group insurance, as well as subsidies for marriage, childbirth, children’s education, and funerals, as well as three major holiday bonuses, employee preferential loans, health checkups, club activities, and year-end parties to improve the quality of life of our employees.
4. Diverse educational training and overseas training opportunities support talent development.

Action Results

In 2023, the average salary of Yuanta FHC’s employees reached NT$1.684 million, an increase of 18.76% over the previous year, ranking second in the financial holding industry and showing high market competitiveness. Furthermore, Yuanta FHC has been honored with the Best Companies to Work for in Asia Award five times, manifesting our commitment to talent development and employee experience. According to the 2023 Employee Engagement Survey, 67% of employees have a positive view of their salaries and benefits, which is fourteen percentage points higher than the norm for financial services in Taiwan. Yuanta FHC has been continuously selected as a constituent stock of the “Taiwan High Compensation 100 Index,” indicating that Yuanta FHC’s efforts in providing reasonable compensation to employees, sharing profits with employees, and fulfilling corporate social responsibilities have been recognized.

Action Strategy

1. We establish a comprehensive occupational safety management system that covers maternal health protection, ergonomic hazards, unlawful assault at workplace, and abnormal workload prevention plans.
2. We provide annual health checkups for all employees.
3. To support talents in starting a family and having healthy children, we provide ten days of pregnancy checkup accompaniment and paternity leave. Employees who have miscarried within less than three months and within two months of pregnancy are entitled to nine days and seven days of paid maternity leave, respectively. Family care leave and personal leave days are calculated separately, exceeding regulatory requirements. Additionally, we offer a maximum of NT$20,000 in childbirth assistance per birth.
4. To promote mental health, Yuanta’s Employee Assistance Program (EAP) provides free psychological counseling and a digital support platform to help employees solve problems through face-to-face consultations or online inquiries.

Action Results

According to the results of the 2023 Employee Engagement Survey, 70% of employees have a positive view of health and well-being, which is three percentage points higher than the norm for financial services in Taiwan. We have implemented the ISO 45001 Occupational Health and Safety Management Systems. Yuanta FHC and its five subsidiaries have successfully obtained third-party certification from the British Standards Institution (BSI) and have received the Sports Enterprise Certification from the Sports Administration of Taiwan’s Ministry of Education, and the Safe Workplace Certification and the Badge of Accredited Healthy Workplace from Taiwan’s Ministry of Health and Welfare. In 2024, the number of psychological counseling sessions provided by Yuanta’s EAP increased by 57% compared to the previous year, with a satisfaction rating of 4.99 out of 5, demonstrating the effectiveness of the program and the high level of employee approval.

Action Strategy

1. Yuanta Group succession planning：
• The MBA program systematically cultivates a diverse and sustainable talent pool for the Group’s succession planning, ensuring the continuity of corporate culture and leadership wisdom. Yuanta FHC passes on the wisdom of the Group leadership through sustainable case studies. We focus on cultivating eight major areas while encouraging management talent to pay attention to sustainable development issues.
• Management Associates (MA) reserve young, high-quality talents with potential to increase our pool of reserve managers. We actively seek elite talent with market and financial acumen, strong logical thinking and problem-solving skills, and excellent communication, coordination, and learning abilities. Through our MA program, we provide concentrated training, rotational internships, and performance evaluations and promotions to cultivate a dedicated succession team for Yuanta FHC.
2. Key trends talent development：
• Information technology talent training (ITMT Program)：We recruit IT professionals with expertise in data analysis, AI technology research, smart technology, and other practical skills, and provide a two-week intensive training program to accelerate Yuanta FHC’s digital transformation initiatives.
• Sustainable finance promotion and certification subsidies：Yuanta FHC provides sustainability training tailored to different levels and categories of personnel. For directors, supervisors, and senior managers, we communicate important ESG issues and international development trends. For sustainability professionals, we offer specialized skills training. For all employees, we promote ESG concepts, trends, and benchmark cases. To encourage our employees to continuously improve their sustainability expertise and obtain basic sustainability certification, Yuanta FHC has approved and implemented the “Basic Test on Sustainable Development Certification Incentive Program.” Through the issuance of a certification incentive bonus of NT$1,300, we aim to motivate our employees to take the Basic Test on Sustainable Development and acquire certification.
3. Job rotation career development path：
• In response to the trend of industrial digital transformation and in line with the Group’s growth strategy, Yuanta FHC continues to promote the transformation of Group personnel and multi-functional training. Yuanta FHC has a diverse and comprehensive industrial advantage in the financial sector and encourages internal job transfers among employees. Through job rotation and opportunities, employees can develop diverse skills and become familiar with business operations in different regions or fields, thereby enhancing their personal value in the workplace and Yuanta FHC’s competitiveness. At the same time, this also promotes the replication of successful experiences and the diffusion of benefits across the Group.
• Digital learning platform：Yuanta FHC has established a digital learning platform called “Yuanta e-Learning Academy” and has gradually acquired digital content such as “CommonWealth Leader Campus” to deliver the latest global industry developments and management knowledge in real time, promoting “anytime, anywhere, any choice” independent learning among employees.

Action Results

1. Yuanta Group succession planning：
• Yuanta MBA department/team level: promotion rate of 40-60%.
• Yuanta MA: Nearly 90% of MA positions are rotated after six months of employment, and nearly 40% of MAs who complete 2.5 years of training are promoted.
2. Sustainable finance：
   In 2024, nearly 1,000 sustainable finance-related courses were conducted, with 263,241 participants completing training and a cumulative total of 302,622 training hours, accounting for 43.3% of the annual training hours. Almost 300 employees have passed the Basic Test on Sustainable Development;the Sustainable Finance Certification - Advanced Skills cultivated nearly ten seed instructors. Yuanta FHC adheres to the concept of sustainable management and continues to convey ESG concepts to all employees, instilling sustainability DNA into our corporate culture.
3. Career development path：
   Based on management and professional positions, as of 2024, 100 managers underwent cross-company/cross-field job training. A total of 1,797 professional positions were rotated. We develop diverse career paths for our employees and cultivate them to become well-rounded financial professionals. Digital learning platform：In 2024, a total of 53 e-newsletters were published, and 244 pieces of financial industry news and practical English phrases for the workplace were pushed out, continuing to strengthen employees’ professional capabilities, develop diverse skills, and build up future competitive advantages. The total training hours for 2024 are 699,266 hours, representing a 10% increase compared to 2023. The average training hours per person are 58.8 hours, reflecting the Group’s proactive efforts to promote personnel transformation and diverse skill sets.