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Talent Sustainability Declaration

Yuanta Financial Holding Company (FHC) officially announces that we have once again joined “TALENT, in Taiwan, Taiwan Talent Sustainability Action Alliance.”

The cultivation and development of human resources has always been an important operational development goal for Yuanta FHC. In response to the ESG (environmental, social, and corporate governance) and DEI (diversity, equity, and inclusion) waves and the emphasis of talent social responsibility by global companies, Yuanta FHC officially announces that we have once again joined “TALENT, in Taiwan, Taiwan Talent Sustainability Action Alliance” at this critical moment! We are committed to promoting the following six aspects of talent sustainability and actions to keep our talent sustainable and competitive in the midst of the changing industry.

1. Meaning and Value

Yuanta FHC follows the Taiwan Financial Supervisory Commission’s (FSC) “Corporate Governance 3.0 - Sustainable Development Roadmap” and formulates Sustainable Finance Guidelines. In 2016, Yuanta launched a roadmap for the Group’s sustainable development strategy, incorporating ESG concepts into our operating strategy, and putting into practice Yuanta’s sustainable DNA to continuously pursue the maximum value of the company. Yuanta FHC shoulders the responsibility of corporate citizenship, works together with stakeholders for the good of all, exerts positive influence, and strives for sustainable corporate development. According to Yuanta FHC’s 2023 domestic and overseas employee opinion surveys, 86% of the participating employees have a positive opinion of the core values. For the fifth consecutive year, Yuanta FHC has been named to the Dow Jones Sustainability World Index and the Dow Jones Sustainability Emerging Markets Index. We use the S&P Global Corporate Sustainability Assessment (CSA) to evaluate corporate sustainability in three dimensions: governance & economic, environmental, and social. Yuanta FHC’s outstanding performance in business ethics and climate strategy, as well as the well-balanced development of our five subsidiaries, placed us at the top of the group of FBN Diversified Financial Services and Capital Markets, together with S&P Global and UBS.

2. Diversity and Inclusion

Yuanta FHC is composed of a diverse group of domestic and overseas talents, advocates diversity and equality, and has a friendly, interactive, and inclusive organizational culture. Yuanta has promulgated the Human Rights Policy of Yuanta Financial Holding Company, Ltd., which publicly declares that it respects and protects internationally recognized basic human rights, opposes any discrimination and human rights violations, and creates a pluralistic, open, and equal work environment free from discrimination and harassment. According to Yuanta FHC’s 2023 domestic and overseas employee opinion surveys, 81% of the participating employees have a positive opinion on diversification and integration. Yuanta FHC has been selected for the Bloomberg Gender-Equality Index for four consecutive years since 2021.

3. Organizational Communication

Yuanta FHC provides diversified and smooth channels and platforms for labor-management communication, and holds regular labor-management meetings to discuss labor rights and welfare issues. Yuanta FHC also regularly commissions consultants to conduct domestic and overseas employee opinion surveys to listen to employees’ voices and communicate important issues, and strive to create a friendly workplace where employees can actively communicate and aspire to. Yuanta FHC’s 2023 domestic and overseas employee opinion surveys have an 85% employee participation rate, and 83% of the employees who participated in the surveys have a positive opinion of the organization’s communication.

4. Rewards and Incentives

Yuanta provides a competitive salary and benefit system. The salary is paid in multiple combinations, including base salary, allowances, bonuses, employee compensation, stock ownership trusts, etc., supplemented by leaves, insurance, cultural and recreational activities, and other benefit systems to build a complete salary and reward structure. Yuanta uses a system that takes into account both operational performance and risk management to return operational results to employees, so that employees’ personal work goals are closely integrated with the company’s operational goals and shareholders’ rights, creating a win-win-win situation for individuals, the company, and shareholders, and achieving the goal of sustainable management. According to Yuanta FHC’s 2023 domestic and overseas employee opinion surveys, 67% of the participating employees have a positive opinion on salary and benefits, which is fourteen percentage points higher than the norm for financial services in Taiwan and six percentage points higher than the high-performing norm. Yuanta FHC continues to be selected as a constituent stock of the “Taiwan High Compensation 100 Index.”

5. Physical and Mental Health

Yuanta FHC implements a workplace health management program based on a three-stage, five-level public health framework. Through various ISO environmental certifications, health examinations, disease prevention and health education, physical and mental health counseling, employee assistance programs (EAPs), club activities, exercise classes, health seminars, sports group competitions, and other diverse activities, we are able to create a healthy workplace where employees can work with peace of mind. According to Yuanta FHC’s 2023 domestic and overseas employee opinion surveys, 70% of the participating employees have a positive opinion on health and well-being, which is two percentage points higher than the norm for financial services in Taiwan. Yuanta FHC and our eight subsidiaries have all been awarded the Badge of Accredited Healthy Workplace by the Health Promotion Administration of Taiwan’s Ministry of Health and Welfare.

6. Talent Growth

Yuanta FHC has established a complete training system and abundant learning resources to encourage employees to take the initiative to learn and continuously develop their diverse functions. In the face of rapid changes and innovations in the financial industry, all employees are equipped with the knowledge, skills, and abilities to keep pace with the times and enhance their competitiveness and sustainability in the workplace. The average number of training hours for employees in 2023 is 55.3 hours. According to Yuanta FHC’s 2023 domestic and overseas employee opinion surveys, 81% of the participating employees have a positive opinion on learning and development, which is five percentage points higher than the norm for financial services in Taiwan. Yuanta FHC has been awarded HR Asia’s Best Companies to Work for in Asia for five consecutive years since 2020.

In addition, Yuanta FHC continues to nurture future financial talents and deepen the desire of the new generation to enter the financial industry, and actively persists to work with various universities in industry-academia cooperation. Through courses, internships, lectures, and corporate visits, Yuanta FHC vigorously cultivates new-generation financial talents and recruits future talents needed for key business development. Yuanta FHC worked with many universities on industry-academia cooperation in 2023 to train 22,135 new-generation talents.

Next, we will continue to advocate with CommonWealth Learning, Cheers Happy Worker, and 200+ alliance partners to create a hope project for talent cultivation and a better future for every working person.