2020 The National Brand Yushan Award “National First Prize”
2020 Best Mobile Brokerage Application - The Asset
2020 Best Digital Finance - Wealth Magazine
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07062021Yuanta FHC Sets Sustainability Strategic Roadmap: New 5-Year Plan to Guide ESG PracticesEnvironmental, social, and governance (ESG) core values have been instilled as an integral part of Yuanta Financial Holding Company’s (FHC) corporate culture. To align with global trends and build a model for long-term business management and services, the board of directors has approved the group’s new 5-year “Sustainability Strategic Roadmap” proposed by the Sustainability Committee to maintain Yuanta’s benchmark position in financial industry with its leading ESG practices, establishing Yuanta as a model company for sustainable development. With the vision of becoming an “international benchmark enterprise for sustainability”, in 2011, Yuanta FHC set up the Center for the Promotion of Corporate Social Responsibility to effectively consolidate resources and implement the concept of sustainability into operations. Yuanta further established the Sustainability Committee in 2018, elevating the promotion of ESG issues to the board level, as it continues to enhance the execution and effectiveness of ESG initiatives. Yuanta FHC started the group’s Sustainability Strategic Roadmap program in 2016, in which short, medium, and long-term goals and action plans are set for each 5-year period. Over the period, development strategies and practices are continuously being improved and enhanced. In the spirit of “Making your Biggest Dream Come True”, Yuanta FHC rolled out its second 5-year plan in 2021 and made “DREAM” the key word. Based on the letters of the word, the five main objectives set to be achieved through the plan are: Devotion (devotion to contribute to society), Reliability (customer’s preferred brand for reliability), Exchange (green pioneer in environmental change), Achievement (workplace excellence aspired by employees), and Motivation (motivation for leadership in corporate governance). Through these objectives, Yuanta continues to maximize company value and shoulders the responsibilities of corporate citizenship, fulfilling its corporate social responsibility and aiming towards corporate sustainability. Taking one of the five sustainability objective, as an example, the dimension of “devotion to contribute to society” is primarily echoing the charity strategy of UBS Group AG, the number one ranked company in Dow Jones Sustainability Index’s (DJSI) Diversified Financial Services and Capital industry. With “the philanthropic platform” at the center, Yuanta connects stakeholders and utilizes its financial expertise and capability to help solve social and environmental issues, and has become a sound and dependable partner of social welfare groups. Since the coronavirus outbreak in the beginning of 2020, Yuanta FHC and its subsidiaries have donated over TWD 260 million (~USD 9.35 million) to social welfare groups and frontline medical system. Furthermore, Yuanta is also the first financial company in Taiwan to donate more than TWD 100 million to medical institutions. The donations have benefitted more than 100,000 students and have also helped to equip medical staff with the necessary medical resources during the pandemic, so they can feel safe and protected while combatting the disease at work. In the area of “customer’s preferred brand for reliability”, Yuanta takes proactive measures in response to the “Green Finance Action Plan 2.0” of Taiwan’s Financial Supervisory Commission by thoroughly implementing ESG criteria into investment and financing strategies and financial products and services as well as guiding and encouraging customers to place greater attention to going green and environmental and social issues. For the objective of “green pioneer in environmental change, the plan is to integrate climate change risks into operational decisions and align with global trends in energy conservation and carbon reduction. In terms of “workplace excellence aspired by employees”, the aim is to offer better welfare and benefit programs and create a blissful workplace with a competitive edge to attract and retain employees. The plan for the area of “motivation for leadership in corporate governance” responds to all aspects of the “Corporate Governance 3.0” program and strengthens the functions and effectiveness of the board of directors and improves data transparency to ensure corporate sustainability and sound management of the company.
07022021Learning without Borders: Yuanta FHC Switches to Online Teaching in Response to Suspension of In-Person Classes to Enrich Rural Students’ Financial Knowledge“I know the answer! Pick me!” Students earnestly answering the questions was the scene at the “Yuanta Financial Management Day” online class, an event co-organized by Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation and Ruigan Elementary School of New Taipei City. This collaboration was the first time the school partnered with a financial company, integrating financial knowledge into the online curriculum. The sharing of everyday situations by the financial lecturer from Yuanta Bank made it easy for students to learn financial management and bookkeeping. Yuanta FHC and Yuanta Foundation have long been concerned with the education of rural children and getting financial concepts across to people at an early age. Due to COVID-19 restrictions which made in-person activities not possible, the “Yuanta Financial Management Day” event was changed to an online classroom in response to Taiwan’s Ministry of Education’s plan of allowing learning to continue without going to school. Fifteen fifth-graders from Ruigan Elementary School participated in this event. The school is located in a remote area, but it does not affect the students’ desire to learn. All of them look forward to the financial course with great anticipation. Director of Ruigang Elementary School, Yi-chen Liu, thanked Yuanta FHC and Yuanta Foundation for sharing useful financial concepts with students and said, “Ruigan Elementary School is the first school to partner with Yuanta for an online financial course. With financial professionals teaching the course, students definitely will learn a lot about investing and financial management.” Luo, a participating student, said, “From this class, I know that only by learning to invest will I have the chance to multiply my money.” From preparation of the teaching materials to arrangement of event rundown, Yuanta volunteers turned difficult financial knowledge into words students can easily understand. They accompanied students in learning online throughout the course and answered any questions they may have during the class to ensure the material can be absorbed by every student. In the “Young Buyer” activity, each student had a budget of TWD 200 to buy stationery products and learned to differentiate between wanting and needing and foster a regular habit of bookkeeping. The lecturer gave earnest feedback on each activity to students with hopes that they will practice the concepts in their daily life. The “Yuanta Financial Management Day” event was a success and resonated with teachers and students of Ruigang Elementary School. This year we will continue to advance to schools to promote financial literacy. During the pandemic, we will communicate and interact with students over the internet and inject positive energy into rural education by leveraging our financial expertise to share financial knowledge and provide students with a more diverse perspective.
07222021YFH announces the board resolution of Yuanta Bank approving to increase the budget of the headquarters building construction project.
07222021YFH announces appointment of Authorized Representative of Members' Council of Yuanta Securities Vietnam
07162021YFH announces the disposal of the right-of-use asset from Yuanta Securities Co., Ltd.
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
Yuanta Bank possesses an expansive distribution network, with 149 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including Bancassurance channels, Brokerage channels, Agency channels, Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- Index Funds
- Balanced Funds
- Money Market Funds
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong
Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports
Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
Yuanta Venture Capital
Yuanta Venture Capital carries out investment management services in domestic and international technology, general manufacturing, and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
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