元大金控 元大金控 元大金控

ACTION PLANS
COVID-19 Donation of medical and epidemic prevention materials Yuanta Bank ”Give Love, Give Warmth” Donation Platform Yuanta Happiness Day Yuanta Charity Shoebox	Financial Management Events for disadvatanged groups Long-Term Cooperation and Support for Organizations That Work for Social Good: Taiwan Fund for Children and Families’ Self-Help for Children Program, Taitung Kids’ Bookhouse, Harmony Home Taiwan Microinsurance Donations
2021 GOALS	2021 RESULTS
Increase brand recognition and corporate image exposure by more than 80,000 times. The “Give Love Give Warmth“ platform saw a 3% increase in donations over the previous year. In addition, the platform is integrated with our operations, using Yuanta Bank credit cards and Yuanta Internet Banking to make donations. Donation of micro-insurance for disadvantaged groups totaled NT$800,000. We care about disadvantaged groups affected by major disasters and provide support through practical actions. Working with key partners, we continue to focus on children in remote areas and disadvantaged groups. The number of caring and cooperative organizations was 80. At least 5 financial management events will be held.	Operational Benefits Attracted over 141,000 instances of brand exposure. Use Yuanta Credit Card to donate 1,163 donations, NT$2.035 million, on the donation platform, accounting for 93.6% of donations. Using Yuanta’s online banking to transfer 62 donations of NT$138,000, accounting for 6.4% of donations. Donated more than 1.73 million to underprivileged groups to get micro insurance coverage with Yuanta Life. As of this year, the number of transactions that have used Yuanta mobile payment tools exceeded 600,000 with transaction amounts exceeding NT$550 million. Social/Environmental Benefits Donated NT$108.46 million. The value of the material donation is approximately NT$60.87 million. Beneficiaries totaled 5.47 million people. Beneficiaries totaled 114 organizations. A total of NT$2.17 million was donated using the philanthropic donation platform. Financial education for disadvantaged groups: Yuanta Financial Management Day with totaling 3 activities, benefited 57 students; 3 Sapling Programs, benefiting 102 people; 1 Yuanta-FJU Dreams Take Flight Project, benefiting 38 people; Yuanta Scholarship for Outstanding Underprivileged Talent 1 session, benefiting 33 people, a total of 8 sessions in the year, benefiting a total of 230 people.
2022 GOALS	2025 GOALS
Increase the use of financial operation services in combination with public welfare projects. Increase brand recognition and corporate image exposure by more than 100,000 times. The “Give Love, Give Warmth” platform partner groups increases 1 group annually. In addition, the platform is integrated with our operations, using Yuanta Bank credit cards and Yuanta Internet Banking to make donations. Donation of micro-insurance for disadvantaged groups totaled NT$1 million. We care about disadvantaged groups affected by major disasters and provide support through practical actions. Working with key partners, we continue to focus on children in remote areas and disadvantaged groups. The number of caring partner organizations achieves 100. At least 10 financial management events will be held.	Increase the use of financial operation services in combination with public welfare projects. Increase brand recognition and corporate image exposure by more than 300,000 times. The “Give Love, Give Warmth” platform partner groups increased to 30 groups. In addition, the platform is integrated with our operations, using Yuanta Bank credit cards and Yuanta Internet Banking to make donations. Donation of micro-insurance for disadvantaged groups totaled NT$1.6 million. We care about disadvantaged groups affected by major disasters and provide support through practical actions. Working with key partners, we continue to focus on children in remote areas and disadvantaged groups. The number of caring partner organizations achieves 120. At least 17 financial management events will be held.

For the tenth consecutive year, Yuanta Financial Holdings and Yuanta Cultural and Educational Foundation held the “Yuanta Happiness Day” to prepare “tailor-made” happiness gift packages for participating rural students. Initially, Yuanta volunteers brought the children to choose the gifts they wanted and through the more in-depth companionship of Yuanta volunteers, learning experiences and financial management courses were added to develop different types of activities. In 2021, due to the impact of the COVID-19 epidemic, the original large-scale experiential activity for 100 people was adjusted to a small dedicated activity, with Yuanta volunteers going to the campus to distribute gift packs and to give full play to the financial profession and cultivate a correct view of money among students through interactive financial management courses. A total of 32 events have been held so far and 6,135 students have received gifts and happiness.

 

Yuanta Life has long been concerned about social welfare groups and children’s homes throughout Taiwan. We understand that financial protection in emergency situations is extremely important to disadvantaged groups, so we have joined hands with Yuanta Securities, Yuanta Bank, and Yuanta Funds to provide micro-insurance to help disadvantaged groups obtain financial support and reduce their burden in times of crisis. In addition, in order to promote the socialization of insurance, Yuanta Life has taken financial education to the next level by actively promoting the concept of insurance and risk. Through activities and games designed by local salespersons in conjunction with the insurance profession, children in social welfare groups and children’s homes learn the importance of personal risk planning and are equipped with the ability to plan for family financial security and risk management.

Year	Beneficiaries	Amount (NT$)
2020	3,146	714,350
2021	7,058	1,739,920

Year	Number of events	Number of applicants
2020	3	78
2021	4	102