元大金控 元大金控 元大金控

The Yuanta Group is committed to ESG (environmental, social, and governance) initiatives and leveraging financial influence to lead all sectors of society toward the goal of sustainable development. In this year’s (2025) Taiwan Corporate Sustainability Awards (TCSA), the Yuanta Group has been recognized with eleven awards, including the “Taiwan Top 100 Sustainable Model Enterprise Award,” which is the most representative accolade, demonstrating the outstanding results of the fulfillment of social responsibility and the promotion of sustainable financial development. The TCSA has been organized by the Taiwan Institute for Sustainable Energy since 2008 to encourage companies to improve the quality of corporate ESG and strengthen the disclosure of governance information. 743 companies and organizations participated in this year’s award, making it the largest sustainability assessment system in Taiwan. Yuanta Financial Holding Company (FHC) has been honored with the “Corporate Sustainability Report – Platinum Level” for seven consecutive years for its annual publication of a third-party verified sustainability (ESG) report to communicate relevant management actions to stakeholders, and its subsidiaries, Yuanta Securities and Yuanta Futures, have also been presented with the Platinum Level and Silver Level of the Corporate Sustainability Report. Yuanta FHC is dedicated to fostering sustainable financial talent. As the convener of the Coalition of Movers and Shakers on Sustainable Finance’s Empowerment and Certification Working Group, Yuanta FHC has assisted the Securities and Futures Institute in launching the first sustainable finance certificate in 2024, and nearly 40,000 people across Taiwan have obtained the certificate cumulatively. Yuanta FHC also leads by example by subsidizing the certification fees for all employees in the Yuanta Group. As of the third quarter of this year, one-third of its employees have acquired the certification. In terms of talent cultivation, Yuanta FHC provides a competitive salary system and protection, as well as family-friendly leave and maternity subsidies to create a supportive and happy workplace. Yuanta Securities, a subsidiary of Yuanta FHC, was honored with the Workplace Well-being Leadership Award for its workplace-friendly and employee well-being initiatives. In terms of corporate governance, Yuanta FHC completed the re-election of directors of the board in 2025, and the tenth board of directors consists of six men and three women, achieving the goal of diversified governance with one-third of the board seats held by women, and strengthening the structure of the board of directors and the perspective of decision-making. The Yuanta Group is committed to becoming a stabilizing force of the society, and immediately activates the disaster relief action in case of a major catastrophe. In the last two years, the Yuanta Group has invested a total of NT$40 million in the Hualien 0403 earthquake and Typhoon Danas, and donated 200 motorcycles in the Hualien Guangfu flood disaster to meet the demand for transportation, thus taking prompt and practical action to support the reconstruction of the disaster area. The Yuanta Group is actively utilizing financial influence to lead customers to support the development of sustainable finance through a wide range of innovative financial products and services. Yuanta Bank, a subsidiary of Yuanta FHC, has launched digital financial services specifically designed for young people, ranging from digital account privileges to 0% handling fee for life on fund fixed deposits, accompanying young people on their journey to financial autonomy. Yuanta Funds, as a leader in Taiwan’s public fund industry, has taken the lead in initiating the FTSE TWSE Taiwan 50 Index (Daily 1X Inverse) (00632R) anti-split and the optimization and split of the FTSE TWSE Taiwan 50 Index (0050) fee rate. This has lowered the investment threshold and enhanced market liquidity, promoting the healthy development of the capital market.

Yuanta Financial Holding Company (FHC) has long been concerned about the impact of climate change on the economic and financial environment, deepened climate risk management mindset, actively participated in domestic and international sustainability initiatives, introduced various International Organization for Standardization (ISO) standards and passed third-party verification, and implemented the United Nations’ Sustainable Development Goals (SDGs) through concrete actions. This year, Yuanta FHC won the ESG Sustainable Development “Pilot Award” again. Since 2020, Yuanta FHC has been highly recognized by the British Standards Institution (BSI) for six consecutive years. With the increasing impact of extreme weather on the world’s population and environment, sustainability has become an indispensable cornerstone of business operations and the key to resilience. BSI encourages the promotion of “transforming to net zero” and “implementing sustainability” through practical actions, and annually selects companies with outstanding sustainability performance based on the degree of their fulfillment, and presents them with sustainability awards with the symbol of “Leading the way with standards, preparing for the future.” The “Pilot Award” is the highest level, which honors companies that have demonstrated long-term and concrete leadership in all aspects of ESG (environmental, social, and governance) sustainability governance and set an example of sustainability. Yuanta FHC has voluntarily compiled a sustainability report ahead of the timeframe set by the competent authorities since 2014, and has been issuing the report for eleven years in a row. In the report, Yuanta FHC has publicly disclosed objectives and progress; Yuanta FHC has also followed through on external verification, improved the quality and depth of information disclosed, and proactively communicated with stakeholders, displaying commitment to sustainability. In 2024, Yuanta FHC’s Climate and Nature-Related Financial Disclosures Report (TCFD) adopted the indicators of the “International Financial Reporting Standards (IFRS) S2 Climate-Related Disclosures.” Furthermore, for three straight years, the TCFD Report has received the highest level of certification, “Level 5+ (Excellence),” from the BSI for compliance audits. With the sustainable vision of “becoming an international benchmark enterprise for sustainability, actively promoting a better future for future generations,” Yuanta FHC has incorporated the concept of net-zero transformation into daily operation and business decision-making, and is committed to building a sustainable financial ecosystem, responding to Taiwan’s 2050 net-zero carbon emission policy and participating in the process of global low-carbon transformation through the use of sustainable financial products, responsible investment and financing, low-carbon operations, and sustainable supply chains. Yuanta FHC has also planned the Yuanta Group Sustainable Development Strategy Roadmap from 2026 to 2030, and will continue to integrate internal and external resources to promote sustainable development.