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The Third Coalition of Movers and Shakers on Sustainable Finance (hereinafter referred to as the Coalition) held a conference today (November 7) to present its achievements. Taiwan’s Financial Supervisory Commission (FSC) shared the status of its commitments, the six Taiwanese financial holding companies (FHCs) explained the results of the implementation of the Net-Zero Promotion Working Platform, and in the presence of Yen-Liang Chen, Vice Chairperson of the FSC, the rotating chair of the Coalition’s current term, Yuanta FHC, formally handed over the baton to the fourth chair of the fourth term, First Financial Holding. This symbolizes the continuation and deepening of the Coalition’s influence, and the injection of continuous forward momentum into Taiwan’s net-zero transformation. The Coalition consists of six FHCs, namely, CTBC Holding, E.Sun FHC, Yuanta FHC, First Financial Holding, Cathay Financial Holdings, and Mega Holdings. They have committed to deepen their actions on the five major issues of “green procurement,” “information disclosure,” “international outreach,” “assistance and promotion,” and “funding and engagement,” and to form the Net-Zero Promotion Working Platform into six major workgroups. With the joint efforts of the FSC and peripheral organizations, we have completed the formulation of a number of policies and tools related to sustainable finance, and enhanced the knowledge of financial practitioners on sustainable development through workshops, etc., so as to add momentum to the net-zero transformation of the industry. Bobby Hwang, Chief Executive Officer of Yuanta FHC, said that the financial industry is an important force in Taiwan’s net-zero transformation, and that cultivating sustainable financial talents is one of the key strategies to respond to this. As the convener of the Empowerment and Certification Working Group, Yuanta FHC joined hands with the Securities and Futures Institute last year to generate the first national sustainable finance certificate in Taiwan and provided NT$1,300 per person to the entire Yuanta Group for certificate application subsidies. As of September 30 this year, more than 30% of Yuanta Group’s employees have obtained the basic sustainable finance certificate, with the number of certificate holders increasing by more than ten times per year, and the number of advanced sustainable finance certifications has also risen by nearly seven times as much as that of last year. In order to increase the penetration rate of the sustainable finance certifications and echo the FSC’s “Action Plan for Green and Transformational Finance,” Yuanta FHC has established the “Guidelines for Promoting Sustainable Finance Certifications in the Financial Industry,” which is a reference for financial institutions to encourage their employees to improve their knowledge of sustainable finance and to obtain certifications by defining the target applicants and promoting the testing in phases, setting KPIs for the certification rate of employees at the organizational level, and providing education and training/learning resources as well as grants and incentives. Yuanta FHC has planned the Yuanta Group Sustainable Development Strategy Roadmap from 2026 to 2030, with the addition of “the supporting force of sustainable finance” and the reinforcement of the core concept of “the financial industry guides capital and helps enterprises transform” to create a better future together.

Yuanta Financial Holding Company (FHC) firmly believes that employees are the most valuable assets of an enterprise, and adheres to the core value of “enhancing performance and promoting employee welfare” to build a safe, healthy, and inclusive workplace. With systematic health management strategies and rich and diverse employee care activities, Yuanta FHC and Yuanta Bank have both been awarded the Sports Enterprise Certification this year. Taiwan’s Ministry of Sports encourages enterprises to promote sports and create a sustainable and healthy workplace environment. Since 2016, the Ministry has launched the Sports Enterprise Certification Program, which publicly awards certificates and recognizes qualified enterprises, with a three-year validity period for the certificates. Yuanta FHC and our five subsidiaries are certified as qualified enterprises for the purpose of protecting the physical and mental health of our employees. In order to cultivate the concept of health, Yuanta FHC has started a series of courses covering topics such as stress relief, weight reduction, and outdoor challenges, and introduced technological fitness testing to help colleagues manage their health scientifically. Last year, the “Yuanta Earth Conservation Walkathon” walking event was held, which attracted nearly 700 enthusiastic participants and resulted in an accumulated total of more than 17,000 kilometers of walking, which is equivalent to a reduction of about 4.2 metric tons of carbon emissions, and thus achieving the win-win effect of both exercise and carbon reduction. Yuanta Bank has recruited professional healthcare professionals and physical fitness coaches to create personalized health management programs for colleagues and has also launched the innovative “Passport to Good Health” bonus program, which has successfully motivated more than half of the challengers to maintain good health habits for over three months through a game-based bonus program, demonstrating the effectiveness of building a vibrant workplace culture. The Yuanta Group continues to deepen and expand more diversified health promotion programs through all-round integration strategies to construct an excellent workplace where employees can work with peace of mind, live a healthy life, and realize their self-worth, and to join hands with all colleagues to write a chapter of sustainable development for the enterprise and the individual.