元大金控 元大金控 元大金控

The National Brand Yushan Awards recognize outstanding enterprises that actively build national brands and is rigorously judged in four categories: Outstanding Enterprise, Best Product, Outstanding Enterprise Leader, and Most Popular Brand, in order to promote the prosperous development of Taiwan’s industries. Yuanta Financial Holding Company (FHC) continues to implement integrity management, promote comprehensive growth-driven business strategy, build profitability of diversified businesses to enhance Yuanta FHC’s asset size and operating performance, and integrate Yuanta Group’s internal and external resources to provide customers with the most complete, efficient, and value-added all-around financial services. As a result, Yuanta FHC’s subsidiaries won a total of fourteen awards in the 21st National Brand Yushan Awards, and their outstanding performance was highly praised. Upholding the core value of “integrity-based, treating customers with care,” Yuanta Securities has continued to refine its investment platforms to facilitate investors’ steady advancement in the ever-changing capital market. Yuanta Securities has been honored with the National Brand Yushan Awards for six consecutive years as the Outstanding Enterprise, and this year, it has even obtained the National First Prize as an Outstanding Enterprise. Yuanta Securities has also received two Best Product awards this year, namely “Intelligent Conditional Order” and “Asset Overview,” with a total of four awards. “Intelligent Conditional Order” is a customer-driven program that helps investors who are unable to monitor the market or lack trading discipline to react quickly and effectively manage their risks during market volatility. Another award-winning product, “Asset Overview,” not only allows investors to view information on stocks, funds, and bonds directly on the electronic platform, but also includes information on borrowing or lending of commodities in stock, and is integrated with other financial products of Yuanta Group, making it more convenient to manage asset portfolios. Yuanta Bank has been affirmed by the National Brand Yushan Awards for five years in a row. This year, Yuanta Bank won the Most Popular Brand for “‘Diamond Gold’ Earns Your First Bucket of Gold” and two Best Product awards for “Diamond Payment Ecosystem” and “Skynet AI Fraud Detection Model.” Yuanta Bank utilizes innovative technology and cooperates with seven major e-payment partners to upgrade its mobile banking lifestyle financial services and continue to expand its account-bonded payment services to satisfy its customers’ high-quality digital experience. In response to the fraud prevention policy of Taiwan’s Executive Yuan, Yuanta Bank uses AI technology to prevent fraud, and is one of the first financial institutions in Taiwan to invest and consolidate resources to develop intelligent fraud-deterrent models and implement appropriate control measures. Yuanta Bank will persist in adhering to the original spirit of “treating customers as we would like to be treated” and take proactive actions to safeguard the assets of the public, in order to achieve the goal of “customers have peace of mind at Yuanta, and funds are safe at Yuanta.” Recognizing the needs of customers and responding to future trends, Yuanta Life has collected the Best Product award at the National Brand Yushan Awards this year (2024) for its state-of-the-art product “Yuanta Life Good Vision Satisfaction Insurance.” Yuanta Life has won this award for five years straight for its commitment to product innovation and providing insurance coverage for all stages of life. “Yuanta Life Good Vision Satisfaction Insurance” offers medical coverage for four major eye diseases, including cataract, glaucoma, retinal detachment, and macular degeneration, which are common among modern people. In the event of the insured person’s death during the period of coverage, a death benefit will be provided to extend the love for family members. If the contract continues to be in force, a maturity benefit will be payable at the end of the coverage period, which can be flexibly utilized for retirement planning. Yuanta Funds is the investment trust company with the highest market share in the Taiwan domestic fund market. It has many popular products including 0050 and 0056. Yuanta Funds has exceeded NT$2 trillion in asset management scale this year, setting a new record in the domestic market, and was awarded the Outstanding Enterprise and the Most Popular Brand awards. In 2023, Yuanta Funds led the market in identifying investment opportunities in the revitalization of Japan’s manufacturing industry and launched the Yuanta Japan Leaders Equity Fund, which won the Best Product award. Yuanta Funds has guided Taiwanese investors to allocate to Japanese stocks in addition to the highly allocated Taiwan and U.S. stocks, and Yuanta Japan Leaders Equity Fund is now the largest Japanese equity fund in Taiwan. Yuanta Funds continues to launch groundbreaking products targeting different investment preferences, including the newly launched Yuanta Global Aerospace and Defense Technology ETF (00965), which offers brand new blue ocean investment opportunities in technology in addition to AI and semiconductor themes. As the leader of Taiwan’s futures industry, Yuanta Futures provides real-time trading of options commodities on sixteen exchanges around the world, as well as futures consulting services. Yuanta Futures continues to optimize the trading experience through big data analysis and customer interviews, and has been awarded the Outstanding Enterprise and Best Product awards. Yuanta Futures has established the “Intelligent Strategy War Room” management mechanism, which integrates risk management, information security, and customer management systems, realizing real-time data monitoring and control, greatly enhancing decision-making efficiency, and promoting low-carbon digital services to fulfill corporate social responsibility, which has been distinguished with the First National Prize. Yuanta Futures persists in providing a fair, stable, and secure trading experience, and is on its way to becoming the “most trusted futures broker in Asia.”

Yuanta Group, which is deeply committed to sustainability and integrates ESG (environmental, social, and corporate governance) concepts into corporate culture and business strategies, has been honored with five awards in the 2024 Taiwan Financial Awards. Yuanta Financial Holding Company (FHC) has won the Premium Award in the category of Sustainable Finance for four consecutive years. Yuanta Securities has been awarded the Gold Award this year after receiving the Premium Award in the Best Brokerage Customer Recommendation last year (2023). Yuanta Bank has been recognized with the Premium Award in Smart Innovation Application. Yuanta Funds has obtained the Gold Award in the Best Funds Company for six years in a row, as well as the Premium Award in Smart Innovation Application. Organized by Wealth Magazine, the Taiwan Financial Awards is an influential award in Taiwan’s financial industry. Each year, a panel of experts from industry, academia, and the corporate sustainability field is invited to commend industry role models. This year, in response to the policy of “Guidelines for Financial Institutions on Greenwashing Prevention” of Taiwan’s Financial Supervisory Commission, the Taiwan Financial Awards has added relevant questions to the selection criteria. Yuanta FHC, as a member of the Coalition of Movers and Shakers of Sustainable Finance, actively acted on the sustainable development policy and was once again praised for the ESG practices. In order to steadily move towards the net-zero goal, Yuanta FHC has taken the initiative to participate in international advocacies, becoming one of the world’s Early Adopters for the Taskforce on Nature-Related Financial Disclosures (TNFD) this year, and joining the Partnership for Biodiversity Accounting Financials (PBAF) as a supporter. At the level of social engagement, Yuanta FHC has been working with employees, suppliers, and other stakeholders to donate blood for fourteen consecutive years. This year, we have even taken advantage of our financial industry to organize blood drives in conjunction with the police and government agencies to simultaneously promote fraud prevention. In the first half of the year, a total of 174,000 c.c. of warm blood was collected, and 203 fraud cases were successfully blocked, with a blocked amount of NT$130 million. Yuanta Securities has the largest number of physical securities sales outlets in Taiwan, and is recognized by consumers for professional and warm services. On the path of digital innovation, Yuanta Securities continues to refine the functions of electronic trading platform. Yuanta Securities’ unique “Mr. Investor” APP has not only won a number of patents, but also provides one-stop shopping for Taiwan stocks, ETFs, U.S. stocks, funds, and overseas bonds, as well as access to Yuanta Securities Investment Consulting’s Financial Management Frontline audio-visual program, which allows customers to keep track of investment market trends. As an important member of the financial safety net, Yuanta Bank has been actively cooperating with the government’s policy in recent years, making good use of artificial intelligence technology to research and develop fraud-deterrent models (Skynet AI model) to block high-risk abnormal transactions, achieving an average of fifteen days’ advance warning and control of abnormal accounts, and reducing fraudulent money-laundering flows by more than 70%, which is an excellent result. Yuanta Bank will continue to uphold the philosophy of “treating customers as we would like to be treated,” vigorously protect customer assets, and fulfill corporate social responsibility. Yuanta Funds is the leading public equity fund in Taiwan, with a wide range of products that are representative of both the active and passive markets, providing investors with the opportunity to explore different market targets and meet the demand for diversified asset allocation. In order to implement carbon reduction, Yuanta Funds enthusiastically promotes paperless operation and is the first funds company in Tawian to obtain the carbon footprint label. Furthermore, Yuanta Funds is the first domestically to expand fund investment to the e-finance ecosystem, and cooperates with icash Pay to launch e-payment account fund subscription service, presenting investors with a small threshold to participate in financial management, and continues to move towards the goal of sustainable finance.