World Investor Week: About

World Investor Week(WIW) in Taiwan

Dates

Event

Introduction

Organizer

2021/03/1~12/31 Comics for Futures Trading Knowledge Through graphical explanations, the indicators and risk management practices of futures trading are clearly communicated, making it easier for novices to understand the risks and precautions of futures trading. Securities and Futures Institute(SFI)
2021/4/01~12/31 “Investing for your future”: The lecture series for the general public Financial literary matters. It’s important for everyone to learn how to make financial decisions. We invite investment professionals to be the speakers and hold seminars and workshops for the general public.  Securities and Futures Bureau(SFB), FSC
Taiwan Stock Exchange (TWSE)
Securities and Futures Institute(SFI)
2021/5/1~12/31 Section on Regular Savings Plan Regular Savings Plan (RSP) investment education and promotion. J.P. Morgan Asset Management
2021/6/1~2021/12/31 TPEx participate in “2021 InnoVEX Online Exhibition.” Taipei Exchange cooperates with eight Go Incubation Board (GISA) companies to participate in 2021 InnoVEX Online Exhibition, in order to promote GISA, increase the exposure of the companies, and expand business and capital matching opportunities. Taipei Exchange (TPEx)
2021/07~2021/12 Just day trading,we will have the superise for you. The day trading can provide investors with a hedging channel, allowing investors to flexibly use trading strategies to buy and sell. In case of uncertain market trends or misjudgment of the situation, they can be reversed in time to achieve profit in advance or reduce investment risks. Taishin Securities
2021/07~2021/12 Taiwan Stock Museum Taiwan Stock Museum features the history behind how stocks came into existence and their evolution and aims to show the close relationship between the stock market and the economic development of Taiwan through the display of rare collectibles, historical documents and interactive multimedia. Taiwan Depository & Clearing Corporation
(TDCC)
2021/08/01~10/31 Win the stock lottery in Capital Futures Promote equity futures. Promote the advantages of equity futures on the company's event website, and guide customers to actually participate in equity futures trading through the method of free stock funds. Capital Futures Corp.
2021/8/2~12/31 Regular Savings Plan with stocks Stock investing and Regular Savings Plan (RSP) education and promotion. J.P. Morgan Asset Management
2021/8/5~10/6 “Watch the video and draw Line Points”: Understanding the risk management of futures trading This activity encourages the public to watch short videos by offering popular "LINE Points" as rewards. The public can understand that futures trading should pay attention to risk control, and realize the characteristics of futures trading and important issues of risk management. Institute of Financial Law and Crime Prevention(IFLCP)
Securities and Futures Institute(SFI)
2021/08~2021/10 TPEx Online Securities Investment Camp for College Students TPEx conducts an online camp for college students to develop their interest in investing and attention to risks. The event offers online courses and pitch campaign. A ceremony will be held to award teams that won the prizes. Taipei Exchange (TPEx)
2021/9/6~12/6 Online prize game for futures trading knowledge A lot of questions on futures risk management and trading practices are provided for the public to answer, conveying the characteristics of futures trading and the importance of risk control. People have a chance to get gifts. Institute of Financial Law and Crime Prevention(IFLCP)
Securities and Futures Institute(SFI)
2021/09/16~2022/1/13 "Financial Innovation and Trading in Asia Region" Taichung Class for college students We invite industry professionals as lecturers and help college students understand the trading practices and financial innovations around Asian countries.   Securities and Futures Institute(SFI)
Sponsor :
Taiwan Stock Exchange (TWSE), Taiwan Futures Exchange (TAIFEX) and Taipei Exchange (TPEx)
2021/09/16~2022/1/13 "Application of Big Data and Algorithm in Asset Management": Master's credit course Fintech talents will play the key role in asset management industry in the coming future. This course focuses on the application issues of big data and AI. Securities and Futures Institute(SFI)
2021/9/22~2022/1/12 "Cross-Field Industry Analysis Professionals" : college course for credits This course introduces the developments and practices of the high-tech industry in Taiwan. Attendees will be college students who major in finance. Securities and Futures Institute(SFI)
2021/9/22~2022/1/12 International Financial Professionals Program: Master course for credit We arrange a series of courses which contain the CIIA® test and the practice in asset management. We provide the CIIA® mock test and encourage the students to get CIIA®, to guide the students to become the global financial professionals. Securities and Futures Institute(SFI)
2021/9/27~11/19 Online Trivia with rewards For the general public and retail investors. Using lively and interesting manner to promote the knowledge of securities trading and its risks. Taiwan Stock Exchange Corporation(TWSE)
2021/10/4~10/10 Join WFE "Ring the Bell for Financial Literacy" campaign In support of the World Investor Week, the Taipei Exchange joins the WFE "Ring the Bell for Financial Literacy" campaign to raise the awareness of financial literacy and investor protection. Taipei Exchange (TPEx)
2021/09~2021/12 The 7th Financial Literacy for Youth (FLY)  This program helps college senior students from families in straitened circumstances, supports their living allowances while provides them with a series of financial professional course training. In additions, the program assists them in receiving professional certificates in order to enhance their employment competitiveness. Upon accomplishing the courses and trainings, the program will help the students with job matching services. Taiwan Depository & Clearing Corporation
(TDCC)
Securities and Futures Institute(SFI)
2021/10/1 Pioneer Stock Board (PSB) Reward Program To make investors more acquainted with Pioneer Stock Board (PSB), the TPEx launched PSB Reward Program from June 1, 2021 to September 30, 2021. The rewarded list will be announced on October 1ST. Taipei Exchange (TPEx)
2021/10/20
(Date : TBD)
“Ring the Bell for Financial Literacy” Initiative The Taiwan Stock Exchange Corporation, along with other members of the World Federation of Exchanges is going to run the “Ring the Bell for Financial Literacy” ceremony to support the World Investor Week Taiwan Stock Exchange Corporation(TWSE)
2021/10/1~10/31 Online Investor Forum Enable the public to understand investment trends and ETN, a new type product. President Securities Corporation
2021/10/1~10/31 Investment Tutorial Videos of ETN Promote various ETN-related issues and remind investors to establish correct investment concepts when facing new products. President Securities Corporation
2021/10/1~10/31 TAIFEX education and videos center Investors can take futures and options on-line courses and get the latest market information through "TAIFEX education and videos center ". Taiwan Futures Exchange(TAIFEX)
2021/10/1~10/31 Futures and Options Learning Website This website offers free courses about futures, options and related systems through animation. Viewers can easily watch “ Futures and Options Learning Website” with their mobile devices. Taiwan Futures Exchange(TAIFEX)
2021/10/1~10/31 Learning Futures during Quarantine Time Website During quarantine time, Taifex launches “Learning Futures during Quarantine Time Website” for public to learn futures knowledge at home. Taiwan Futures Exchange(TAIFEX)
2021/10/01~11/30 Futures option products EDM Produce products EDM (mini electronic sector Futures, equity futures), and put it on the company website Banner, FB, and LINE@, electronic statement. Master Link Futures Corp.
2021/10/1~11/30 Man-machine duel simulation trading  To enable investors to understand the importance of stop loss and profit taking. JihSun Securities
2021/10/1~11/30 Disc sense game Let novice customers who are new to the market get training and let them get the feelings through simulated games. JihSun Securities
2021/10/1~11/30 Money Laundering Prevention and Elimination of Human Head Culture-Meifeng Admonishment 30 seconds To let investors understand that "do not be a dummy account or not borrow an account" so as not to accidentally become an accomplice to a fraud group. JihSun Securities
2021/10/1~11/30 odd lots orders of to shares  Let the general investors fully understand the similarities and differences between the trading system of odd shares and after-hours trading shares, so that they can invest shares after understanding. JihSun Securities
2021/10/01~11/30 The Promotion Video of U.S. Stocks regular stock investment.  Promoting the concept of regular stock investment in U.S. Stocks through animated short films. CTBC Securities
2021/10/01~11/30 The Promotion Video of Smart Placing Orders  The Promotion Video of Smart Placing Orders on Facebook. CTBC Securities
2021/10/1~11/30 TAIFEX trading simulation platform Taiwan Futures Exchange has built a trading simulation platform. Every user can download TAIFEX trading simulation app from official website or smartphone. The trading simulation could help traders get familiar with trading futures and options. Taiwan Futures Exchange(TAIFEX)
2021/10/1~11/30 Taifex and NCCU holds “The knowledge of futures for the youth classes” To promote the knowledge of futures, TAIFEX and National Chengchi University holds “The knowledge of futures for the youth classes”. Taiwan Futures Exchange(TAIFEX)
2021/10/1~12/30 “Knowledge is King”: The 18th grand contest on investment securities for university students To help university students learn the structure and investing practices of Taiwan stock markets, Taiwan Stock Exchange (TWSE) holds the grand contest annually. Every three students as a team for participating in the contest. TWSE runs the contest in three consecutive stages: (1) The online test, (2) semi-final game, and (3) final game.  Taiwan Stock Exchange (TWSE)
Securities and Futures Institute(SFI)
2021/10/1~12/31 Printed notepad: “Notes for Investor’s Rights and Responsibilities in 2022” We printed 7,000 promotional notepads, and they contained information related to the investor’s rights and responsibilities. And it’s free for the public. Securities and Futures Institute(SFI)
2021/10/1~12/31 2021 Educational Publicity Documents for Futures Traders In order to let futures traders understand the contents of the trading report and account opening risk forecast, the risk control measures after trading time and dynamic price stabilization measures, the educational publicity documents can help investors understand the futures and option market. Securities and Futures Institute(SFI)
2021/10/1~12/31 Simulated Trading Competitions of Colleges Part II To promote the knowledge of futures and the importance of trading risk to the college students, Taiwan Futures Exchange holds “Simulated Trading Competitions of Colleges Part II". Taiwan Futures Exchange(TAIFEX)
2021/10/1~12/31 TAIFEX holds "Futures and asset Management Professional Training Classes" To cultivate high-level professionals in futures asset management, TAIFEX continued to hold "Futures and asset Management Professional Training Classes" from September to November 2021, with a total course of 102 hours. Taiwan Futures
Exchange(TAIFEX)
2021/10/1~12/31 TAIFEX entrusts SFI to offer “Free Classes on Futures and Options for Investors” in mid-south part of Taiwan With the intention to promote a better understanding of futures and options, and to give investors in southern Taiwan an opportunity to interact directly with lecturers face to face in order to achieve reinforced and enhanced learning outcomes. TAIFEX entrusts securities and futures institute to offer “Free Classes on Futures and Options for Investors” in mid-south part of Taiwan during Apr. to Dec. Taiwan Futures Exchange(TAIFEX)
10/5、11/2 Investment outlook briefing Explaining the current market overview and investment allocation , including risk reminder. JihSun Securities
2021/10/5~10/8 World Investor Week 2021 To resonate with IOSCO’s World Investor Week policy, since 2017, the Association and other securities institutions jointly hosted the World Investor Week in Taiwan. It is one of the largest finance forum events in Taiwan that includes the participation of the competent authority, financial institutions, financial practitioners, and general investors. SITC A, Financial Planning Association of Taiwan (FPAT), Pension Fund Association (PFA), Taiwan Academy of Banking and Finance (TABF), CFA Society Taiwan, and Commercial Real Estate’s Global Standard for Professional Achievement(CCIM)
2021/10/8 Franklin Investment Quarterly Regular Savings Plan (RSP) concepts, asset allocation in bonds, debunking myths in personal finance. Franklin Templeton Investments
2021/10/08 2021 LME Practice Online Seminar In order to fulfill the service of the real economy and play the function of hedging risks, the futures industry put forward the proposal of "opening futures dealers or their trading subsidiaries to engage in LME warehouse receipt related business" in the forum with the director, and listed it as a capital market blueprint to promote the project, and at the same time strengthen Taiwan The local warehousing company. Chinese National Futures Association(CNFA)
2021/10/14
2021/10/21
MasterLink Securities Investment Lecture Enable investors to easily learn the knowledge and technical skills on the stock market through the lectures. MasterLink Securities
2021/10/15(periodicals) TAIFEX issues bimonthly periodicals for traders and academic units. To promote Taiwan futures market to traders, TAIFEX issues bimonthly periodicals to introduce TAIFEX’s new products, rules and events. Taiwan Futures Exchange(TAIFEX)
2021/10/16~12/1 Lecture Series on 2021 Investment Trends Cooperate with the financial supervision authority to announce the latest policies, arrange issues of concern to the investment public, and invite investment practice experts to communicate with the public to help understand the new rules and services of the securities and futures markets. Securities and Futures Institute(SFI)
2021/10/18 2021 Securities trading on a Fixed-Term, Fixed-Amount Basis Briefing  Enable investors to understand an additional investment opportunity, which can meet investors’ need based on different asset allocation purpose, allowing investors to  accumulate wealth over time by Fixed-Term, Fixed-Amount Basis security trading experience. BankTaiwan Securities
2021/10/18、11/15 Pension Series Retirement planning promotion. Invesco Taiwan Ltd.
2021/10/19 2021 Common Health Forum Linking the three industries: “Care through technology, financial wealth, and precise medicine” to create a aging-friendly environment that results in “precise health and active longevity”. Common Health Magazine, Allianz Global Investors Taiwan Ltd.
2021/10/19~10/21 2021 Investor Seminars TWSE periodically invites brokerage professionals and TWSE seniors colleagues to deliver focused trading business topics to local individual investors. Please click https://www.twse.com.tw/zh/news/eventDetail/ff808081786812360178e8d05329022a for further information (CHINESE ONLY). Taiwan Stock Exchange Corporation(TWSE)
2021/10/19~10/21 TAIFEX holds "Futures Practitioners Training Classes" With the intention to promote the trading practice and skills, TAIFEX holds “Futures Practitioners Training Classes”. Taiwan Futures Exchange(TAIFEX)
2021/10/20 Video for Q4 Investment Trend  Enable the public to understand investment trends and prospect for 2021 Q4. MasterLink Securities
2021/10/21
2021/10/22
Investor Forum of October Help investors to understand operating status of the target companies, and further manage their investment plan in advance.  MasterLink Securities
2021/10/29 Education Seminars: The Taipei Exchange Market To introduce various products of TPEx market, such as stocks, ETF, ETN and indices and the trading rules to the investors. Taipei Exchange (TPEx)
Oct-21 Sustainable Finance Summit Enhance the idea of taking action on sustainability among investors and provide a solution for sustainable investment. Goodpoint Exchange, Allianz Global Investors Taiwan Ltd.
Oct-21 Fourth Quarter Market Insight Seminar and Multimedia Q4 Market insight sharing for general investors and financial practitioners. J.P. Morgan Asset Management
Oct-21 RSP Brochure Help investors to better grasp the concepts of Regular Savings Plan (RSP) and the myth around the topic. Cathay Securities Investment Consulting
Oct-21 TAIFEX holds Futures Seminar and Campus Recruit Fair at National Kaohsiung University of Science and Technology To promote Taiwan’s futures market and combine the theory and practice of futures and options, TAIFEX holds Futures Seminar and Campus Recruit Fair at National Kaohsiung University of Science and Technology. Taiwan Futures Exchange(TAIFEX)
Oct-21  TAIFEX holds a futures and options network symposium on EBC’s live webcast " Money Show"  To facilitate a more widespread understanding of futures market among individual investors, TAIFEX holds a futures and options network symposium on EBC’s live webcast " Money Show"  in conjunction with TAIFEX’s products and measures. Taiwan Futures Exchange(TAIFEX)
Oct-21 TAIFEX promotes futures and options on EBC's "57 News Explosion", a professional finance TV program in Taiwan. With the intention to help investors be more familiar with Taiwan futures market, TAIFEX launches a 15-minute “futures and options” section on EBC's "57 News Explosion" , a professional finance TV program in Taiwan to promote TAIFEX’s products. Taiwan Futures Exchange(TAIFEX)
Oct-21 Financial Consumer Protection Law In order to protect the rights and interests of financial consumers, prevent illegal futures enterprises from damaging the futures trading facility, and defraud customers, a publicity briefing session is held on related issues. Chinese National Futures Association(CNFA)
2021/11/01~2022/1/31 Human-machine duel trading competition Hold a trading competition and let futures winners emerge. On the company's event website, design the master rankings, trading underlying, etc., to attract customers' attention and guide customers to participate in futures trading. Capital Futures Corp.
2021/10/01~11/30 110 Annual New Business-Related Theme Briefing 1. Mini electronic sector futures.
2. Increasing dynamic price bcmdig mechanism applicable products to equity futures.
Master Link Futures Corp.
2021/10/01~11/30 Online investment and financial management seminar course 1. Tips for selecting equity futures.
2. Skills for watching overseas futures.
3. Taiwan equity Index Futures and Options.
Master Link Futures Corp.
2021/10/14 Online course-The number can speak! Let you understand the data and graphs of after-hours trading In order to enable investors to better understand the following content and improve their investment knowledge, the education lectures content are as follows:
1. The interpretation methods of QFII and large-amount traders' chips.
2. Analysis open interest of options.
3. Unify the interpretation of each Line@ chart of the futures.
4. Other data chart sharing.
President Futures Corp.
2021/10/21-10/27 Publish article in “Business Today” ,”Marbo Weekly” SFIPC publish articles in various print media for advocating various topics relating to investor protection and reminding investors to develop the correct investment concepts and be aware of their legal rights. Securities and Futures Investors Protection Center(SFIPC)
2021/10/28 Online course-Illustration started from catching the turning point Take data as an example to share the meaning of the numbers and extended trading strategies with customers:
1. Is buying the lowest and selling the highest a myth?
2. Common reversal signals.
3. Information revealed by burst volume and suffocation volume.
4. Judgment the signs of reversal.
President Futures Corp.
2021/10/1~10/31 SFIPC holds “2021 Investor Protection Forum” Inviting competent authorities, scholars and experts to discuss issues related to the practice of securities and futures markets and the protection of  investors’ rights, or the current issues of  laws and regulations and the protection of shareholders’ rights of  listed companies. Securities and Futures Investors Protection Center(SFIPC)
2021/10/01~11/30 The educational advocacy lectures of TAIFEX’s new products and new system in the first half of 110 In order to enable investors and internal colleagues to better understand the connotation of the new products and new system launched by the Taifex 2021, the following topics of lectures are planned.
1. Introduction of mini electronic sector Futures.
2. Introduction of equity futures(100 shares of underlying securities).
3. Dynamic price banding mechanism for equity futures.
KGI Futures Co., Ltd.
2021/10/1~11/30 TAIFEX offers online classes of“Free Classes on Futures and Options for Individual Investors” TAIFEX offers online classes of “Free Classes on Futures and Options for Individual Investors” to college students to enhance their futures knowledge.  Taiwan Futures Exchange(TAIFEX)
2021/10/01~11/30 The research report of Futures and options  Provide research reports on popular underlying to enable investors to clearly understand the characteristics of trading. Master Link Futures Corp.
2021/10~2021/11 TAIFEX offers “Free Classes on Futures and Options for Individual Investors” To facilitate a more widespread understanding of futures market, TAIFEX holds free introductory and advanced classes on futures and options for individual investors. These classes are in conjunction with TAIFEX’s new products and measures.  Taiwan Futures Exchange(TAIFEX)
2021/10~2021/11 ETF Seminar Strengthen investor concepts on ETFs and related product trends. Cathay Securities Investment Trust
2021/10~2021/11 Q4 Market Outlook and Asset Allocation Recommendations Understand investment market trends and risks, as well as concepts in long-term investment and asset allocation. Cathay Securities Investment Consulting, Cathay United Bank, President Securities Corporation, Cathay Life Insurance
2021/10~2021/11 Facebook fan page, YouTube Official Channel, Line Official Account Promote correct investment information and concepts and at the same time share market information. Capital Investment Trust Corporation
2021/10~2021/11 Daily RSP Manual – Best Personal Finance Tool for All Promote Regular Savings Plan (RSP) and promote the correct investment values. Capital Investment Trust Corporation
2021/10~2021/12 Promotion of financial literacy in schools  Help Gen-Y to establish correct personal finance concepts through social media. NCCU「NNIP Financial Research Center」
2021/10~2021/12 Promotion of financial literacy in schools Help the youth to understand personal finance easily by focusing on the importance of the value of time, asset allocation, and risk diversification. NCCU「NNIP Financial Research Center」
2021/10~2021/12 Care for earth through ESG investments brochure Provide complete ESG product line and produce related publication to promote ESG products. Pinebridge Investments Management Taiwan Ltd.
2021/10~2021/12 Amazing and Legendary Special Shares brochure Produce related publications to introduce Pinebridge’s industry-leading special shared fund. Pinebridge Investments Management Taiwan Ltd.
2021/11/4~2021/11/7 TPEx participate in “2021 Bio-Asia Expo” Taipei Exchange cooperates with bio-tech and healthcare companies on the Go Incubation Board (GISA) to participate in 2021 Bio-Asia Expo, in order to promote TPEx market and GISA companies, and expand business and capital matching opportunities. Taipei Exchange (TPEx)
2021/11/9、 11/10 2021 Schroders Online Virtual Investment Forum Since the forum’s inception in 2012, it is one of the major events in Taiwan asset management industry. In the annual event, experts of various asset classes from Schroders group would engage in deep dives and discussions on topics such as global industry trends, international market insight, general finance, and innovation and services to guide long-term investments. Schroder Investment Management (Taiwan) Limited
2021/11/11 Online course-Place and order your first overseas futures in zero-based Promote the underlying features of "overseas futures" to the general public, and extend it to the basic application level, so that the public can easily learn knowledge content such as trading rules and trading software operations:
1. The benefits of trading overseas futures.
2. What are the types and characteristics of the oversea futures.
3. The trading rules introduction of popular exchanges.
4. Easy Trading Software introduction.
President Futures Corp.
2021/11/11 2021 Professional Courses of Securities Borrowing & Lending and Financing Service Business Practices The Taiwan Stock Exchange (TWSE) holds the course to help investors and securities practitioners better understand mechanisms and practices of securities borrowing & lending and financing Service. Taiwan Stock Exchange Corporation(TWSE)
2021/11/17-2021/11/21 TPEx participate in “2021 Meet Taipei” (hybrid) Taipei Exchange cooperates with GISA companies to participate in “2021 Meet Taipei”, the biggest startup festival in Taiwan, in order to promote TPEx GISA and raise investors’ awareness of startups. Taipei Exchange (TPEx)
2021/11/18 Annual Outlook Briefing Explaining the current market overview and investment allocation , including risk reminder. JihSun Securities
2021/11/18 Online course-The distant between the retail and the winner ‘‘Trading method’’ sharing From a practical perspective, share several important but often overlooked investment transaction concepts with clients:
1. Does trading profit depend on a high winning rate?
2. The effect of average down V.S. homeopathic overweight?
3. A very important thing that you always ignore-margin control.
4. Review your transaction content regularly.
President Futures Corp.
2021/11/19 2022 Annual Investment Journal Promote investment and personal finance concepts. Franklin Templeton Investments
Nov-21 Taipei International Futures Forum In order to enable practitioners in the futures industry to understand the current development of international futures and provide experience in future development, representatives of competent authorities, professional institutions and enterprises are invited to share views, latest trends and relevant practical experience in promoting Comprehensive seminars of, learning and research to discuss the future development of my country’s futures industry. Chinese National Futures Association(CNFA)
Nov-21 TAIFEX holds Futures Seminar and Campus Recruit Fair at National Taipei University To promote Taiwan’s futures market and combine the theory and practice of futures and options, TAIFEX holds Futures Seminar and Campus Recruit Fair at National Taipei University. Taiwan Futures Exchange(TAIFEX)
Nov-21 Allianz Global Investors Taiwan Annual Investment Outlook Global market trends and the growth of various investment objects in 2022. Allianz Global Investors Taiwan Ltd.
Nov-21 Allianz Global Investors Global Sustainability Days 2021(Online Forum) How to continue to create a future in investment that is sustainable and responsible. Allianz Global Investors
Nov-21 2021 Q3 TPEx Corporate Day To invite multiple listed companies to present on the Corporate Day Conference in order to facilitate the transparency which can help investors in decision-making. Taipei Exchange (TPEx)
Nov-21 Financial education for volunteers of Ministry of Health and Welfare(Taipei) To cultivate financial knowledge of volunteers in order to educate the public and youngster, Taifex cooperate with Ministry of Health and Welfare to launch financial courses.  Ministry of Health and Welfare
Taiwan Futures Exchange(TAIFEX)
2021/11~2021/12 PIMCO Behavioral Investment and Career Seminar Through the sharing of practice experiences, the seminar promotes the concepts of behavioral investment concepts and bond investment to the youth. Moreover, help the youth to understand asset management industry and provide an opportunity to explore their career development. PIMCO Taiwan Limited, NCCU, NTU
2021/11~2021/12 High Net Wealth Customer Seminar Provide highly contributed customers from our channels with tailor-made investment solution. CTBC Securities
Full year 2021 ETF and ETN Competition The TWSE encourages issuers and brokers to promote ETF and ETN products, and furthermore encourages liquidity providers to enhance the liquidity of Taiwan equity ETFs. Taiwan Stock Exchange Corporation(TWSE), the Taiwan Securities Association, the Securities Investment Trust & Consulting Association, and the Chinese National Futures Association
Full year Online courses – the core business of the Taiwan Stock Exchange. Providing 11courses to introduce the core business of the Taiwan Stock Exchange (TWSE).  Taiwan Stock Exchange Corporation(TWSE)
Full year Investor Knowledge Network Providing the latest and most abundant investment knowledge. Join the membership and receive the latest event information and securities investment knowledge. Taiwan Stock Exchange Corporation(TWSE)
Full year Taiwan Stock Exchange Facebook Fan Page   Providing the latest and most abundant investment knowledge. “Like” the page and receive the latest event information and securities investment knowledge. Taiwan Stock Exchange Corporation(TWSE)
Full year Producing and broadcasting video clips about knowledge of securities investment  We produce 10 video clips per year for the general public and retail investors, broadcast on TV, and also distribute these contents to all securities brokerage firms. Taiwan Stock Exchange Corporation(TWSE)
Full year Stock market knowledge comics Using simple words to explain securities trading and investment risk concepts, enabling novice investors to take cautious while investing. Taiwan Stock Exchange Corporation(TWSE)
Full year 2021 ETF and ETN Trading Reward Program To promote TPEx-listed bond ETFs and ETN trading, and to furthermore enhance the liquidity of the ETF and ETN products, the Taipei Exchange holds ETF and ETN trading reward program to encourage the participation of investors and brokers. Taipei Exchange (TPEx)
Full year Student groups and guest visits Through visiting the Taipei Exchange, students and external parties can enhance their knowledge of the Taiwan’s capital market and TPEx’s products. Taipei Exchange (TPEx)
Full year Sustainable Bond Market Website Taipei Exchange provides investors more comprehensive and updated information through the website. It not only includes the development history of Taiwan sustainable bond market, sustainable bond issuance information, sustainable bond framework, sustainable bond assessment opinion and latest news, but also reveals relevant studies or analysis reports of sustainable bond for reference. Taipei Exchange (TPEx)
Full year Taipei Exchange on Facebook  Taipei Exchange continuously provides updated news and recent events on the Facebook to reach out more investors. Taipei Exchange (TPEx)
Full year Videos of education seminars Taipei Exchange launches videos of different kinds of education seminars to provide investors a convenient way to join our events, enhancing their knowledge of the capital market and financial products. Taipei Exchange (TPEx)
Full year TPEx newsletter (monthly) Taipei Exchange publishes newsletter monthly (both in Chinese and English) and send to the interested ones to inform them of our recent development. Taipei Exchange (TPEx)
Full year Taipei Exchange Industry Chain Information Platform Through “Industry Chain Information Platform”, users could quickly understand listing companies’ major products and their position within the industry chain. TPEx updates the information on the platform periodically. Taipei Exchange (TPEx)
Full year "Learning at HOME" Session Through “Industry Chain Information Platform”, users could quickly understand listing companies’ major products and their position within the industry chain. TPEx updates the information on the platform periodically. Taipei Exchange (TPEx)
Full year Debuting videos promoting risk awareness of the youth Taipei Exchange, in collaboration with TWSE and TAIFEX to educate the youth about investing risks by producing a series of videos. Taipei Exchange (TPEx)
Full year Discover Securities Market eBook Adopt illustrations, stories, real-life examples, and combine them with industry experience for the content, enabling vocational and senior high school teachers and students to know about the securities market. Taiwan Securities Association
Full year Securities and I eBook  Use simple language incorporated with real-life examples to explain  securities trading and investment risk concepts, enabling novice investors to take cautious action while investing. Taiwan Securities Association
Full year Warrant Action eBook Educate the general public on Warrant products and on how to invest in them. Taiwan Securities Association
Full year Aspects of Warrant  eBook Design Q&A on Warrant for sales personnel to answer to investors’ queries accordingly. Taiwan Securities Association
Full year Investment & Financial Management Workshop for vocational and senior high  school students Enhance vocational and senior high school students’ financial management ability; and help them establish the correct perspective of investment and financial management. Taiwan Securities Association
Full year Taiwan Securities Association Monthly Keep securities firms and investors updated on the latest information and development on market through topic reports and monographs. Taiwan Securities Association
Full year Taiwan Securities Association Quarterly  Keep securities firms and investors updated on the latest information and development on market through topic reports and monographs. Taiwan Securities Association
Full year Taiwan Securities Association Special Issue Help investors understand more about the evolution, the current state, and the outlook of securities industry by editing special issues and providing them for the general public on TSA website. Taiwan Securities Association
Full year Education of Money Laundering Control Act in Securities and Futures industry Facilitate investors’ understanding of Money Laundering Control Act through integrated money laundering control information at “Anti-Money Laundering and Countering Terrorism Financing of Securities and Futures Sector” section. Taiwan Securities Association
Full year Reaching-Out In Asia  Database TSA has collected data such as macro-economy, market trading systems, etc., of Vietnam, Thailand, Indonesia, Singapore, Malaysia, Burma, Laos, and Cambodia, Japan, Korea, Philippines, and Mongolia and has included them into the database for the members of TSA to download. Taiwan Securities Association
Full year Warrants Information Exposure TSA commissioned Securities and Futures Institute to set up “Warrants Information Exposure,” to provide more transparent after-hours Warrant-related information. Through the platform, investors can obtain   after-hours information, such as basic information of listed Warrants, Implied Volatility, and liquidity information. Investors can decide whether  closing prices of Warrants are reasonable based on 1) their own investment duration and risk preferences, 2) stability of securities firms’ market-maker quotes, bid-ask spread and consignment trading volume, and 3) after-hours Implied Volatility.  Taiwan Securities Association
Full year International Investor Alerts Portal Summarize, translate and announce international investor alerts sent to Securities and Futures Bureau of FSC from IOSCO, and constantly update the information. Taiwan Securities Association
Full year Securities Competitive Auction Portal Provide underwriters and the general public information about the new Securities Competitive Auction System and related regulations Taiwan Securities Association
Full year Investment and Financial Management lecture of the securities research club In order to enhance the knowledge of investment and financial management of the securities research club of colleges and universities, we organized investment and financial management lectures. Taiwan Securities Association
Full Year Digital Securities Institute Sharing Various Money Management Tips and Articles.  CTBC Securities
Full Year Taxation and investment Seminar Aim to enhance taxation arrangement by adequate off-shore asset allocation and management. CTBC Securities
Full year Financial literacy promotion programs for college students. Hosting seminars and workshops for college students. To assist them to understand the fundamental investment knowledge and to build money management skills. Taiwan Depository & Clearing Corporation (TDCC)
Securities and Futures Institute(SFI)
Full year Offshore Structured Notes Market Observation Post System To promote the Offshore Structured Notes Market Observation Post System to investors.  Taiwan Depository & Clearing Corporation
(TDCC)
Full year Shareholders electronic voting platform STOCKVOTE In order to protect the shareholders' rights and enable the shareholders to exercise their voting rights, the shareholders can logon the STOCKVOTE platform with CA certificate, select the issuing company they plan to vote on, and conduct electronic voting on the agenda and motions of the shareholders' meeting. The data based on the effects and impacts of promoting electronic voting system on shareholders. meetings in the past year will be collected and analyzed. The analytical results will be released for investors’ reference. Taiwan Depository & Clearing Corporation
(TDCC)
Full year Fund Clear platform Fund Clear, arranged and established by TDCC and SITCA, is an integrated portal site for onshore and offshore fund information.  Through this portal, investors can gain one single access to all onshore and offshore fund information on the market. Taiwan Depository & Clearing Corporation
(TDCC)
Full year TDCC IR platform TDCC have established the TDCC Investor Relations Platform (TDCC IR Platform), the flagship ESG initiative in Taiwan, to promote sound ESG management and sustainable investment. The Platform seeks to achieve the goal through cooperating with leading ESG research agencies, providing data-driven ESG solutions, and facilitating stakeholder dialogues. Taiwan Depository & Clearing Corporation
(TDCC)
Full year Taiwan Securities and Future Virtual Museum Taiwan Securities and Future Virtual Museum (TSFVM) is under joint maintenance by TDCC, TWSE, TPEX, TAIFEX and SITCA. Visitors can browse related collections including historical materials, publications, audio and video data of the above-mentioned organizations on-line. In addition, an augmented reality tour (AR) was introduced in the TSFVM website. With the 360 degrees panorama photography and the amalgamation of the online and offline modes, we continually to invite investors to browse online at any time, and reach the purpose of promoting financial education. Taiwan Depository & Clearing Corporation
(TDCC)
Full year Quarterly and bi-monthly publications We release electronic or paper publications regularly (each quarter and every two months). The contents include securities and futures industries and related policies, regulation, market updates and international developments…etc.  Taiwan Depository & Clearing Corporation
(TDCC)
Full year Regular Savings Plan Promotion Promote「Regular Savings Plan」and 「Daily Regular Savings Plan」 to help the investors to invest easily. Yuanta Securities Investment Trust Co., Ltd
Full year ESG Sustainable Investment Promotion Educate investors on the importance of ESG and concepts of sustainable investment. Yuanta Securities Investment Trust Co., Ltd
Full year Happy Retirement Website Provide correct retirement planning knowledge and concepts to help the public to plan their retirement early. Franklin Templeton SinoAm Securities Investment Management Inc.
Full year Section on mutual funds Elaborate on the fundamental knowledge of mutual fund investment and answer common asked questions. Franklin Templeton SinoAm Securities Investment Management Inc.
Full year Understanding ESG investments Advocate ESG sustainable investment, promote “love earth with responsible investment” and provide investment information and trends in sustainable investment. Pinebridge Investments Management Taiwan Ltd.
Full year Debunking the myth of special shares Establish a section on special shares on YouTube. Pinebridge Investments Management Taiwan Ltd.
Full year Pinebridge Investment Finance Web Incorporate group resources and local perspectives to provide investment outlook, regular market reports and market analysis to investors. Pinebridge Investments Management Taiwan Ltd.
Full year Pinebridge Facebook fan page Introduce Regular Savings Plan (RSP) as an investment methodology. Pinebridge Investments Management Taiwan Ltd.
Full year Pinebridge LINE Official Account Provide market information and analysis every Monday. Pinebridge Investments Management Taiwan Ltd.
Full year Mutual Fund Research Center Help investors understand the changes in global investment market, grasp latest trends in offshore and onshore funds, fund investment planning to achieve different level of personal finance goals, and the experience and knowledge needed for retirement planning. Anue Investment Advisors Co. Ltd.
Full year Anue Fund Facebook fan page Improve investor understanding of mutual fund products and provide a channel for consulting. Facebook fan page includes information relating to the introduction of new types of funds and trading rules. Anue Investment Advisors Co. Ltd.
Full year Anue Fund Online Finance Streaming Program Grasp global stock, forex, and bond market trends and accumulate wealth through investing in correlating funds. Share financial news weekly and accept Q&A with investors for more interaction. Anue Investment Advisors Co. Ltd.
Full year Section on Good Retirement Help investors understand the importance of retirement wealth planning. Anue Investment Advisors Co. Ltd.
Full year Franklin Investment Principles Analyze investment market trends on financial news channels and provide investors with the latest investment strategies and asset allocation perspectives. USTV Financial News, Franklin Templeton Investments
Full year Allianz Global Investors 2020 Sustainable Development Report Highlighting Allianz Global Investors expertise in investment capabilities and its business strategies on sustainable development. Allianz Global Investors
Full year Allianz Global Investors 2020 Stewardship Report Help the investors to understand Allianz Global Investors efforts in stewardship. Allianz Global Investors
Full year Allianz Global Investors 2020 Task Force On Climate-related Financial Disclosures Report Elaborate on climate related risks and opportunities and how to incorporate it in the operations and investment procedures. Allianz Global Investors
Full year Pension Series Promote retirement planning. Invesco Taiwan Ltd.
Full year Online promotion of Regular Savings Plan and social media prized-quiz Hold prized quizzes on the website, social media, and EDM to help investors understand Regular Savings Plan (RSP) in concept and practice. Uni - President Assets Management Corporation
Full year Online promotion of ETF investment and social media prized-quiz Hold prized quizzes on the website, social media, and EDM to help investors understand ETFs in concept and practice. Uni - President Assets Management Corporation
Full year Advertorial on financial news media Establish correct investment concepts and investment practices relating to Regular Savings Plan and ETFs. Uni - President Assets Management Corporation
Full year Online course on retirement planning Strengthen concepts in retirement planning from three different generations (Age 29/39/49). Cathay Securities Investment Trust
Full year Official social media platforms Provide mutual fund information, investment concepts, and financial planning through slide decks and pictures. Cathay Securities Investment Trust
Full year Multimedia section “2 Minutes to expand your investment views” Market Outlook. Fubon Asset Management Co., Ltd.
Full year Multimedia section “Happy Fund Online Seminar” Market outlook and product information. Fubon Asset Management Co., Ltd.
Full year Franklin Financial Literacy Educational Video Series Provide pre-school children, grade school children, and their parents financial literacy education. Franklin Templeton Investments
Full year Franklin Templeton 3-Minute RSP Series Provide mutual fund and personal finance education on ETtoday news website. ET Today News,
Franklin Templeton Investments
Full year Retirement planning promotion “Retirement planning for a healthier financial lifestyle” To enhance the public awareness of retirement planning, the Association promotes retirement fund products and personal finance information on the website. A section on retirement planning – “Improve your financial lifestyle with better retirement planning” was established to help the public to better plan their retirement life. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year AML/CFT Section To inform the investors on anti-money laundering, the Association established an AML/CFT section to promote the importance of AML practices to investors. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Understanding robo-advisor  services To promote automated investment consulting services, the Association established a section on the website about robo-advisor services that provides related service information. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Section on front-end and back-end fees for offshore funds To promote the understanding of the difference and characteristics of front-end and back-end fees when trading mutual funds. The Association established a section to promote further public awareness. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Market Outlook and Analysis (Column on Liberty Times News) To assist the general public to obtain financial market information and improve investment knowledge. Since June 4, 2018, the Association in collaboration with Liberty Times established a column and a section on SITCA’s website that share  1)international market outlook 2)Taiwan stock trends and analysis 3)industry and investment trends articles written by CIOs and mutual fund managers. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year National Retirement Member Choice Program To promote retirement preparedness and member choice in Taiwan, SITCA, TDCC, and SFI jointly organized the “National Retirement Member Choice Program” that is to be executed by Fund Rich. The program will organize various promotional events related to retirement and promote early retirement planning and the correct concepts in personal finance. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Promotional video on RSP with the smile curve To encourage the youth to invest in mutual funds, Chairman Jeff Chan produced a RSP smile curve investment technique promotional video on the Association’s website to create awareness and promote Taiwan equity funds. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Promotional video on RSP with infinite possibilities To encourage the youth to learn more and invest in Taiwan equity funds, a Regular Savings Plan promotion video was filmed with the Universiade Gold medalist Ho Chen Yang. Highlighting the importance of disciplined, regular training required to achieve life-changing dreams, the same as engaging in RSP. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Section on new labor standards act To assist the competent authority to promote legal awareness, the Association added the “New Labor Standards Act” section to share the links and information related to overtime pay calculations, annual leave calculations, one fixed one flexible amendments, FAQ on the Act, and local government labor related webpages for Association members and the general public. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Section on finance-friendly services To ensure the rights of the disabled in access to financial services, the Association established a finance-friendly section for the disabled. The zero-barrier financial services in this web section can improve member service quality as well as create a friendly financial environment. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Section on mutual fund ROI calculations Establish a section on mutual fund ROI calculation to assist the investors to understand the returns of their mutual fund portfolio. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Introduction to securities investment trust funds Entice the general public with videos related to mutual fund related information and share mutual fund information to increase awareness and desire. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Section on the promotion of legitimate SITE and SICE Establish a section to query legitimate mutual fund sales institutions and provide latest open data related to SITE and SICE. Furthermore, a section on reporting illegal investment consulting was also established to protect investor rights. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year International Asset Management Forum A section on International Asset Management Forum was established on the Association’s website to share the Forum’s latest information to the public. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Key mutual fund sales information – KYC, KYP, Win-Win Handbook Make the handbook available for download on the website and highlight the important things to note when investing in mutual fund to the investors and protect their rights. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year Bi-monthly Newsletter Timely report on the latest SITE and SICE regulations, events, and statistics to strengthen the promotion of industry related information. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year 30th Anniversary Special Publication For investors and industry players to understand the development, current status, and future outlook of the SITE and SICE industry, the Association compiled the 30th Anniversary Special and made it available for download by the public on the website. Securities Investment Trust & Consulting Association of the R.O.C (SITCA)
Full year The investment and enrichment lectures ‘‘The train to become rich’’ In order to establish investors' correct investment and enrichment concepts, a series of domestic futures products investment lectures are specially arranged. KGI Futures Co., Ltd.
Full year “Legal Futures”
Advocacy
The CNFA has announced the list of legal FCMs on the official website and provided the bags, thermal bottles, pens, as promotional giveaways with “Legal Futures” mark. Chinese National Futures Association(CNFA)
Full year “Taifex After-hours Trading” advocacy area In order to facilitate futures traders to understand Taifex After-hours Trading, the CNFA established a special area on the website, including the risk management principles of futures traders, FAQs and the model reference, etc. Chinese National Futures Association(CNFA)
Full year “AML/CFT” advocacy area In order to strengthen the concept of " Anti-Money Laundering and countering terrorist financing " for the people, the CNFA integrated the Anti-Money Laundering and Combating the Financing of Terrorism(AML/CFT) activities, media reports, decrees, propaganda posters, propaganda warnings, etc. Chinese National Futures Association(CNFA)
Full year “Financially friendly service” advocacy area In order to ensure the rights of people with disabilities, a special area is set up on the website of the CNFA to, improve the quality of member services, and create a friendly financial environment. Chinese National Futures Association(CNFA)
Full year “Fund Clear” The CNFA has established “Fund Clear” so that investors are easy to get the futures trust fund related information on the web. Chinese National Futures Association(CNFA)
Full year Youtube channel ‘‘your futures tool’’  As a futures knowledge service which provides rich learning audio-visual content. The planning starts from the simpler to the deeper, ranging from "Rookie Lazy Bag" for novices, "Trading Software ABC" to more in-depth "Market Scanning" unit, and "Global New Vision" program that analyzes the international political and economic situation, regardless of investment novices or veterans can easily learn from the resource platform. President Futures Corp.
Full year ‘‘Micro Futures’’ theme area An informative and instrumental learning page with "micro futures products" as the teaching theme.
The content includes the introduction of micro- products,
Popular micro futures specification charts, margin query function, trading strategies for micro overseas products, etc.
President Futures Corp.
Full year ‘‘Option’’ theme area The page uses "options products" as the main promotion axis, and during the period, which plans the reward activities to encourage the general public to trade.
The content includes introduction to the concept of options, teaching of margin calculation, teaching of combination strategies, etc.
President Futures Corp.
Full year ‘‘Program transaction’’ theme area Regarding the program trading of futures, it integrates basic concept descriptions, installation settings, strategy writing, strategy back test performance analysis, parameter optimization, and automatic trading functions. Looking forward to helping investors get started faster with program trading and build an automated trading career. President Futures Corp.
Full year ‘‘Stock futures’’ theme area Planning the teaching page of the popular products "equity futures", simultaneously collecting investment tools, including popular transaction rankings, trading margin inquiry, infographics, etc., looking forward to being a learning resource for novices to understand futures knowledge, also as an investor’s trading utility. President Futures Corp.
Full year KGI Futures official site ‘‘Investment consultant theme area’’ For KGI futures advisory members, using the newly constructed investment advisory zone platform to actively promote the latest and most abundant futures investment information. KGI Futures Co., Ltd.
Full year The Facebook of K-LOHAS Through the promotion area of the website established by the company, the information about domestic futures trading or financial knowledge promotion videos are posted every day. KGI Futures Co., Ltd.
Full year The Line group of K-LOHAS Through the LINE group built by the company, daily information about domestic futures trading or financial knowledge promotion videos are posted every day. KGI Futures Co., Ltd.
Full year Newsletter In order to strengthen the investors’ awareness, the CNFA has provided monthly reports of new policies, products information, market concerns and trading strategies. Chinese National Futures Association(CNFA)
Full year Futures Journal The “Futures Journal” is quarterly published in paper and electronic media, covering topics such as policy advocacy, legal and self-regulatory introductions related to the futures industry, international development trend reports, risk management technology research, academic or business practices, so as to facilitate investors to gain a better understanding. Chinese National Futures Association(CNFA)
Full year Equity futures volatility EDM The ten equity futures with high volatility are made into weekly EDM for promotion and marketing. KGI Futures Co., Ltd.
Full year Focus on today’s equity futures EDM Transform today's most market-themed equity futures into a business EDM for promotion and marketing. KGI Futures Co., Ltd.
Full year Focus on today’s equity index futures EDM Transform today’s impact on equity index futures into EDM for promotion and marketing. KGI Futures Co., Ltd.
Full year SFI Investor education webpages This webpage is built to promote investor education and enhance the circulation of investment education information. Securities and Futures Institute(SFI)
Full year SFI Facebook fan page The purpose of this fan page is to communicate with the general public and help understand the various businesses of the SFI. Securities and Futures Institute(SFI)
Full year SFI YouTube This channel publishes a variety of investor education related film materials, which is a good learning resource for understanding the practices of securities and futures market. Securities and Futures Institute(SFI)
Full year “Understanding the investment risk”: The website for the young people The content of this website is to promote investment risks and assist young people to establish correct investment concepts and understand related risks. Securities and Futures Institute(SFI)
Full year Financial literacy promotion programs for college students. Hosting seminars and workshops for college students. To assist them to understand the fundamental investment knowledge and to build money management skills. Taiwan Depository & Clearing Corporation (TDCC)
Securities and Futures Institute(SFI)