World Investor Week: About

World Investor Week(WIW) in Taiwan

Dates

Event

Introduction

Organizer

2022/1/1~12/31

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)

2022/4/1~2023/1/31

The wonderful sharing of the campus lectures on financial education of the TWSE

To instill accurate investment concepts among young people, the Taiwan Stock Exchange (the “TWSE”) held a financial forum on the campus, when financial experts, celebrities, and news anchors shared and exchanged their wealth-management knowledge and experience with teachers and students, with the recorded films, titled "Understanding Investment Risks and Grasping Market Trend," have being posted online for access by investing public.

Securities and Futures Bureau(SFB), FSC

Taiwan Stock Exchange (TWSE)

Securities and Futures Institute(SFI)

2022/5/30-10/9

2022 College Students Securities Elite Seed Online Cultivation Camp

Assist outstanding young people who are concerned about the development of the capital market in having a deeper understanding of relevant issues, and communicating and interacting with experts in the practice sector, getting excellent opportunities for learning

Taipei Exchange(TPEx)

Securities and Futures Institute(SFI)

2022/6/16~12/31

Semiconductor 30 futures & shipping and transportation sector futures

To cooperate with TAIFEX’s new products  to publish research reports

MasterLink Securities Corp.

2022/512/31

Web clips: “A big strategy on futures trading”

A total of 10 episodes of web clips for the public, each episode is about 10 to 15 minutes. We invite futures professionals to share their views on futures trading practices and related risks.

Institute of Financial Law and Crime Prevention(IFLCP)

Securities and Futures Institute(SFI)

2022/5~12/31

Columns: “Expert Views” and “What Celebrities Can Teach You About Personal Finance”

We create two news columns for the public attention. One is to invite market experts to analyze the connotation of the policy, the other is to ask financial celebrities for sharing financial knowledge and investment experience.

Securities and Futures Institute(SFI)

2022/612/31

Financial Literacy Videos for high school students

Produce 15 short films of financial literacy that conforms to the Twelve-year National Basic Education Curriculum Outline, as a teaching material for high school and higher vocational education, combined with distance teaching courses.

Institute of Financial Law and Crime Prevention(IFLCP)

Securities and Futures Institute(SFI)

2022/6/16~12/31

Semiconductor 30 futures & shipping and transportation sector futures

Company’s website banners

MasterLink Securities Corp.

2022/6/27~

2023/1/31

Smart Business Weekly “94 Hottest Financial Management” Promotion Zone

Provide public financial market observation and investment and wealth management information on the official website of the Smart Business Weekly. It also promotes the importance of regular fixed amount investment and retirement planning for the investing public, and covers company product announcements, global economic trends, investment and wealth management articles, and product videos and animations.

Shin Kong Investment Trust Co., Ltd., Smart Business Weekly

2022/07/1~12/31

The fame of winners of Capital futures company

By the activities of “Winners Promotion” on the website, Capital futures company enlarges financial services surrounding by “accumulating trading points” activity.

Capital Futures Corp.

2022/7-12

Investors Reward Program

Reward program for investors

To encourage investors to participate in trading.

EX:ETFs & Fixed-term Fixed-amount Investments

Taiwan Coopeaative Securities

2022/8/1~12/31

Regular Savings Plan Promotion

Promoting regular savings plan on the company’s official website events area.

J.P. Morgan Asset Management

2022/8~10

Yuanta futures company’s foreign futures products marketing activities

To promote foreign futures products trading volumes by trading activities, and to promote market participation by using mini futures products.

Yuanta Futures Co., LTD.

2022/8~10

Yuanta futures company’s foreign futures products marketing activities

Cooperating with foreign futures products promotional activities  offer saleskit, brochures, posters, and DM.

Yuanta Futures Co., LTD.

2022/8~10

Securities thetrading reward program

Reward program for securities trading

To hold a raffle to reward investors for their dealings with TCS

Taiwan Coopeaative Securities

2022/8~10

securities trading charitable donations program

To hold the public welfare activity of "The more you place orders, the more I donate"with the concept of "take it from the society and use it for the society", fulfill the corporate responsibility and create a cycle of goodness.

Taiwan Coopeaative Securities

2022/8~10

Financial Intelligence Seminar/Workshop

(Minority Youth Group)

Starting with charity to fulfill our corporate responsibility and increase our brand awareness, our financial talents will help  minority youth from childhood to develop a financial literacy through a more comprehensive education on financial intelligence. At the same time, we hope to enable minority youth who are

 

Concord Securities

2022/8~10

LOHAS Seminar/Workshop

(Elder Group)

1. Anti-fraud notice.

2. Developing a financial mindset on LOHAS.

Concord Securities

2022/8~Ongoing

ESG Books

Published books based on ESG to guide the public in understanding the investment trends and the concept of ESG.

Cathay Securities Investment Trust

2022/9/15~

2023/1/12

"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)

2022/9/16~

2022/12/30

"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)

2022/9/1711/5

Lecture Series on 2022 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)

2022/9/21~2023/1/11

ESG and Investment Analysis: college course for credits

The growing attention to ESG issues across the more traditional investment community is considered as the mainstreaming around the world. This course focus on the investment analysis and decision-making processes related to ESG.

Securities and Futures Institute(SFI)

2022/9/212023/1/11

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)

2022/9/26-10/30

2022 Anti-investment scams promotion activities

In order to enhance investors' awareness of anti-scam, we hope to introduce commonly used scam methods and enhance their risk awareness through quiz games, so as to avoid being victimized by investment scams.

Taipei Exchange(TPEx)

2022/9/26~12/29

“Knowledge is King”- The 19th grand security investment knowledge contest for university students

To help university students learn the structure and investing practices of Taiwan stock markets, the Taiwan Stock Exchange (TWSE) holds the grand contest annually. 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)

2022/9/27~

2023/1/10

"Cross-Field Industry Analysis Professionals": college course for credits

This course introduces the developments and practices of Asset Management for the master students with science and engineering background.

Securities and Futures Institute(SFI)

2022/9/27~11/19

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)

2022/9-11

Reward Program for Margin Trading

To encourage investors to invest in Margin Trading.

Taiwan Coopeaative Securities

2022/9~12

The 8th 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)

2022/10/1~10/31

SFIPC holds “2022 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)

2022/10/1~10/31

President ETN Technology Stock Deposit Activity

It mainly focuses on explaining the trend of technology stocks and promoting related ETNs, and cooperates with regular deposit activities, so that investors can understand the characteristics of index commodities to enter the market.

President Securities Corp.

2022/10/1~11/30

Anit-Money Laundering

Remind customers not to use financial transactions to engage in money laundering, or be used to become a money laundering accounts without knowing it

Jih Sun Securities Co.,Ltd.

2022/10/1~11/30

Prevent Internet Fraud

Most scams will solicit members under the guise of brokerages, reminding customers not to be deceived

Jih Sun Securities Co.,Ltd.

2022/10/1~11/30

Regular saving of Taiwan stocks promotion video

Promote the concept of investing in Taiwan stocks regularly through animated animations

CTBC Securities

2022/10/1~12/31

Printed notepad: “Notes for Investor’s Rights and Responsibilities in 2023”

We printed 7,500 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)

2022/10/1~12/31

2022 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)

2022/10/1~12/31

Retirement LOHAS Net

Advocate early retirement planning and long-term investment financial planning was made on the official website of Franklin Templeton SinoAm Securities Investment Management.

Franklin Templeton SinoAm Securities Investment Management Inc.

2022/10/3

KGI futures company winning courses of futures and options

To help the ordinary investors understand more details of macroeconomics, stakes, and the application of other economic indicators.

KGI Futures Co., Ltd.

2022/10/3-10/9

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)

2022/10/3~10/9

Funds School

The Funds School is divided into conceptual chapters and investment practice chapters and is promoted in the article area of Anue Fund Center. Through easy-to-understand content, it helps novice investors understand what mutual funds are, and helps investors manage their money more easily.

Anue, PGIM (The Global Investment Management Businesses of Prudential Financial, Inc.)

2021/10/3~10/9

“Ring the Bell for Financial Literacy” Initiative

In response to the support for the World Investor Week by the World Federation of Exchanges, the Taiwan Stock Exchange holds “Ring the Bell for Financial Literacy” initiative. (The content of the activity: TBD)

Taiwan Stock Exchange Corporation(TWSE)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/3~10/9

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 December 2022, with a total course of 102 hours.

Taiwan Futures

Exchange(TAIFEX)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/3~10/9

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)

2022/10/4

2022 Pension Fund Association Forum

Schroder Investment Management (Taiwan) Limited will participate in the 2022 Pension fund Association Forum hosted by the Pension fund Association this year. The contents of the forum include (tentatively as follows): Financial products in an environment of interest rate hikes / inflation, and an explanation on Japan’s financial planning diagnosis mechanisms and experience suggestions based on customer life plans for the super-aged society. The development of global pension fund system and new highlights in Asia, how pension funds use alternative commodities to diversity risks and increase long-term investment benefits and conduct expert roundtable discussions. The topic of Schroder’s keynote speech at this forum is focused on “Designing Full-Cycle Pension Solutions”.

Pension Fund Association (PFA), Schroder Investment Management (Taiwan) Limited

2020/10/4

Lectures on stock futures

To strengthen the understanding and trading modes of stock futures for ordinary people.

Mega Futures co., Ltd

2022/10/4

HSI Warrants Webinar

Introduce Macquarie HSI Warrants product to investors

Macquarie Capital Limited, Taiwan Securities Branch

2022/10/4

Macquarie Weekly Market Review Videos

Let more investors know about the recent hot market targets and related warrants information

Macquarie Capital Limited, Taiwan Securities Branch

2022/10/410/610/14

Illustration Meeting of Fortifying Information & Communication Safety and  Cases Study

CNFA is going to invite experts of information & communication and law to illustrate financial regulations about information & communication. Moreover, they will use real cases to explain the risk of illegality. That will not only help the members abide by the law but also fortify traders’ protection and members’rights defending.

 

Chinese National Futures Association(CNFA)

 

 

2022/10/4-10/6

World Investor Week (WIW) 2022

In response to the “World Investor Week” event, the “World Investor Week (WIW) 2022”, focuses on “Reversing New Investment Thinking Under Interest Rate Hikes and Inflation”, inviting domestic and foreign experts and scholars to share investment strategies under inflation and interest rate hikes, ESG net zero carbon emissions, build sustainable new generation, investment blueprint for an age-friendly LOHAS life, real estate investment regulations and new thinking on estate planning, recent investment trends in the era of multiple changes, etc.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA), Financial Planning Association of Taiwan (FPAT), The Pension Fund Association (PFA), Taiwan Academy of Banking and Finance (TABF), CFA Society Taiwan, Commercial Real Estate’s Global Standard for Professional Achievement (CCIM)

2022/10/5

Allianz Global Investors Retirement Financial Management Seminar

Analyzing the capital needs for retiring investors and how to prepare for retirement in advance.

Allianz Global Investors

2022/10/6

Stock Futures Products’ Research Reports

Stock futures products’ research reports

MasterLink Securities Corp.

2020/10/6

Lectures on Foreign Futures Products

To strengthen the understanding and trading modes of foreign futures products for ordinary people.

Mega Futures co., Ltd

2022/10/6

Three Necessary Techniques of Futures Trading

To help investors understand how to stop loss or increase stakes and use the techniques to manage premium and position, which will help investors enhance the sense of risks.

President Futures Corp

2022/10/6

The Techniques of Choosing Stock Futures Products

1.Basic introduction of stock futures

2.application of stock futures stakes

3.technical indicators of stock futures

MasterLink Securities Corp.

2022/10/6

Classes of Futures and Option by KGI

To help the ordinary investors adequately understand the characteristics, risk control, and practical use of derivatives of futures and options.

KGI Futures Co., Ltd.

2022/10/6

Macquarie Hong Kong Hang Seng Index Market Review Video

Let more investors understand the advantages of Macquarie Hong Kong Hang Seng Index Warrants

Macquarie Capital Limited, Taiwan Securities Branch

2022/10/7

Analysis of Foreign Futures Products of Raw Materials

The fundamental classes of agricultural, oil, metal futures products etc. will offer not only technical but also the fundamental data analysis.

MasterLink Securities Corp.

2022/10/7

2022 Professional Course of Securities Borrowing & Lending and Financing Service Business Practices

TWSE will host the professional course in order for personnel of securities firms and investors to have a knowledge of securities borrowing & lending and financing service business practices.

Taiwan Stock Exchange Corporation(TWSE)

2022/10/2010/2110/27

Investor Education Seminars: The Taipei Exchange Market

Through participation in the Investor Education Seminars, hosted by the Taipei Exchange (TPEx), investors can enhance their knowledge in the global economic prospects, TPEx’s new products , and mechanisms.

Taipei Exchange(TPEx)

2022/10

Lectures on Foreign Futures Products Investing

Gathering foreign futures markets information for investors to assists them not only understand more about foreign futures products but also share investing secrets and trading strategies.

Yuanta Futures Co., LTD.

2022/10

Financial Tips / Market Analysis Videos

Education and promotion on the official YouTube channel of Cathay Securities Investment Consulting, so that the investors can better understand financial knowledge and debunk myths.

Cathay Securities Investment Consulting

2022/10

Fourth Quarter Market Insights Information Video

Share the market insights of the fourth quarter with general investors through video and audio on J.P. Morgan’s website.

J.P. Morgan Asset Management

2022/10

Investment and Wealth Management Briefing

Establish long-term investment concepts and use various fund products to meet personal financial needs.

Co-organized by the AllianceBernstein Funds, Cathay Life Insurance, Taiwan Cooperative Bank, Chubb Life Taiwan, and the Development Bank of Singapore (DBS)

2022/10

“Sustainable Finance and Net-Zero Carbon Reduction Forum” – Forum with Sustainers

Focusing on the two major themes, “Cooperation between Industry, Government and Academia to Promote carbon Reduction Plans” and “Insights into Sustainable Innovative Applications from International Trends” to analyze the trends of Taiwan’s green finance policies and regulations, the successful experience of the carbon trading market, sustainable investment opportunities, and the combination of technology to create a win-win situation.

Business Weekly, College of Commerce of the National Chengchi University, Amundi Investment Innovation Research Center, FinTech Research Center of the National Chengchi University

2022/10

Seminars on Sustainability (1)

Exchange on the diverse and sustainable topics with the lecturers and students at the National Chung Cheng University (CCU).

Amundi Sustainable Investment Research Centre (ASIRC) of the College of Management, CCU

2022/10

CHA-CHING Teacher’s Workshops, Teaching Experiences Experience Sharing and Campus Courses on Children’s Financial Education

 1. Introduce the content of CHA-CHING’s children’s financial  management course to teachers and provide teaching aids and other teaching tools.

 2. Provide CHA-CHING children’s financial management courses for grade 4 to 6 students.

 3. Communicate and discuss with the classroom teacher on the content of the CHA-CHING children’s financial education course and conduct teaching demonstrations.

Eastspring Investment, Future Parenting Taiwan from the Global Views

2022/10

Fourth Quarter Market Insights Briefing

Fourth quarter market insight sharing for general investors and financial practitioners.

J.P. Morgan Asset Management

2022/10~11

Young people's investment risk promotion activities

In order to help young people establish investment discipline and strengthen risk awareness, we plan the promotion of lively and interesting podcast that meets the preferences of young people

Taipei Exchange(TPEx)

2022/10-11

Q4 Market Outlook and Asset Allocation Suggestions

Increase investor’s awareness on investment market trends and risks and understand the concept of asset allocation and long-term investment.

Cathay Securities Investment Consulting

2022/10-11

Q4 Market Outlook and Asset Allocation Suggestions

Increase investor’s awareness on investment market trends and risks and understand the concept of asset allocation and long-term investment.

Cathay Securities Investment Consulting

2022/10-12

Shin Kong Beautiful Life Seminar

Shin Kong Beautiful Life Seminar is a series of lectures focusing on topics such as “financial management”, “health”, “leisure”and “sustainability”, with professional speakers from various field to give speeches and share their expertise and experience with the public.

Shin Kong Financial Holding Co., Shin Kong Investment Trust Co., Ltd.

Full Year

2022 ETF Competition

The TWSE encourages issuers and brokers to promote ETF products, and furthermore encourages liquidity providers to enhance the liquidity of Taiwan equity ETFs.

TWSE, the Taiwan Securities Association, the Securities Investment Trust & Consulting Association, and the Chinese National Futures Association

Full Year

“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 Institute(SFI)

Taiwan Stock Exchange Corporation(TWSE)

Full Year

2022 Investor Seminars

TWSE aperiodically invites brokerage professionals and TWSE seniors to deliver focused trading business topics to local individual investors. All presentations are presented in Chinese, if you still want to visit, please click https://www.twse.com.tw/en/news/eventDetail/ff80808181b88f0f0181f17dbad700fa (CHINESE ONLY).

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

“Learning at Home” Website

This continues TWSE's mission last year to promote its "Mastering Wealth Starts With Understanding Risks" campaign to help young people establish the accurate concept of investment and financial management and recognize the risks associated with investments. At the same time, the TWSE has upgraded the promotional website "Investment and Finance Golden Brain—Understanding Stock Market Futures with the Newest and Hottest Info." The website provides clear visuals that organize key information, vivid investment risk comics, and easy-to-comprehend investment talk videos by famous news anchors to help youngsters navigate the investment terrain.

Taiwan Stock Exchange Corporation(TWSE)

Full Year

"Understanding investment risks For Young people " Website

In an era full of investment information, the TWSE actively conducts financial education advocacy for investors to strengthen their risk control. In cooperation with well-known financial anchors, the TWSE recorded a series of promotional videos with subjects such as, "Young people, if you want to invest don't overlook the risks!" and "Mastering wealth start with understanding risk!" The goal is for investors to understand the importance of accurate investment strategies, financial management and risk control.

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

Securities services review

TWSE reports development of securities market in "SECURITIES SERVICES REVIEW" to share appropriate investing knowledge and serve as education material for market participants.

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

Taipei Exchange FB homepage

In order to strengthen the service for investors, we enhance the information release and strengthen the promotion of business and promote the popularization of financial knowledge through various channels

Taipei Exchange(TPEx)

Full Year

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)

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

Financial literacy promotion programs for military personnel

Hosting seminars and workshops for military personnel. 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

Bi-monthly publications

We release electronic publications 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

Topic on J.P. Morgan’s Investing Ideas

Professionally analyze the investment market trends and prospects on the Unique Economic News Channel and provide investors with the latest investment strategy suggestions and asset allocation views.

Unique Economic News, Franklin Templeton Investments

Full Year

Franklin Templeton 3 Minutes on Regular Savings Plan With Funds

Provide investors with views on fund management on the official YouTube channel of Franklin Templeton Investment.

ET Today, Franklin Templeton Investments

Full Year

2022 Online Courses on ETF Connoisseur Talk Series

Continuous updates on market trends and investment knowledge on the official website of Cathay Securities Investment Trust, and promote the concept of investment and wealth management.

Cathay Securities Investment Trust

Full Year

Regular Savings Plan Promotion

The concept of regular savings plan, long-term disciplined investment and retirement financial management are promoted on the official website of Yuanta Funds. Leading the investor education, improve the financial awareness of vulnerable customers, and help investors promote long-term financial plans.

Yuanta Funds

Full Year

Promotion on Online Account Opening and Electronic Trading

Promote digital transformation on the official website of Yuanta Funds and promote the digitization of investment behavior, electronic application, and digital storage, and promote a new vison of ESG sustainability through the promotion of online account opening and electronic transaction. In addition to freeing investors from distance and time constraints, it can also speed up operating procedures and improve efficiency.

Yuanta Funds

Full Year

ESG Sustainable Investment Promotion

Promote and implement ESG concepts on the official website of Yunta Funds, attaching importance on low-carbon economy, and integrate sustainable investment perspectives and key data into the core business of the company, product research and development, innovation promotion and risk management. Let every investment exert a sustainable influence, and through the green influence to promote the spirit of sustainability, and to establish a green and sustainable life for investors.

Yuanta Funds

Full Year

Tuesday Fund Talk

Every Tuesday night, on the official CTBC Investments YouTube channel, promoting and providing investment information through presenting difficult market analysis in a simple an humorous way to deepen the service and educate investors through broadcast.

CTBC Investments

Full Year

Sustainable Travel Agency

Provide investors with core professional competencies related to asset management on the official website of Cathay Securities Investment Trust and follow the “principle of responsible investment” to create maximum long-term value for investors, while continuing to practice corporate social responsibilities.

Cathay Securities Investment Trust

Full Year

Franklin Templeton Financial and Business Education Series Part 2

The “Rich Kids Financial Management Learning” educational series for elementary school-aged children and their parents are provided on the Franklin Templeton Investments’ official YouTube channel.

Franklin Templeton Investments

Full Year

Well Saved Fund Podcast

In response to the trend of new media, Franklin continues to conduct investor education on the podcast platform to provide financial solutions and investment strategies and expand access to potential investors for fund financial education.

Franklin Templeton Investments, HHT FM

Full Year

Pension Fun Series

Promote the concept of retirement on the official website of Invesco.

Invesco

Full Year

ESG Series

Promote the concept of ESG on the official website of Invesco.

Invesco

Full Year

Promote Correct Investment Values and Provide Investment Information

Promote correct investment values and provide investment information on Capital Investment Trust Corporate’s official FB fan group, official YouTube channel and official LINE channel.

Capital Investment Trust Corporation

Full Year

CHA-CHING Event Promotion

On the official website of CHA-CHING events, gathering knowledge and events related to CHA-CHING’s children’s financial education to promote children’s financial education.

Eastspring Investment, Future Parenting Taiwan from the Global Views Commonwealth Publishing Co., Ltd.

Full Year

Eastspring Parent-Child Financing Activities

Through a variety of lively methods such as videos, articles, quizzes, and financial tools o the Eastspring Investment official website, targeting parents and families, guiding parent-child financial learning.

Eastspring Investment

Full Year

Eastspring Learning Greenhouse

Set up an education zone (including video and animation) on Eastspring Investment’s official website to integrate investment and financial management elements, and systematically provide investors with some investment concepts and education.

Eastspring Investment

Full Year

“Legal futures trading ”propaganda

In order to protect public interest, CNFA will propagate continually “Legal Futures Trading” by offering “Legal futures Merchant” list on CNFA website. Moreover, CNFA will offer souvenirs like handbags, thermos, pens, and etc.to raise the propaganda effect.

Chinese National Futures Association(CNFA)

Full Year

“After-hours trading” propaganda block

In order to help futures traders understand more about after-hours trading rules, CNFA has set up specific area on CNFA website, which includes FCM risk control rules, Q&A, examples of informed items, etc. to strengthen the propaganda effect.

Chinese National Futures Association(CNFA)

Full Year

“Anti-Money Laundering” propaganda block

In order to propagate “Anti-money Laundering” concept to the public, CNFA integrates all the Anti-money laundering and Countering Terrorism Financing activities and media reports, government decree, propaganda posters and punch lines, etc. Therefore, the public can read it easily, and that will strengthen the propaganda effect.

Chinese National Futures Association(CNFA)

Full Year

“Friendly services of finance” block

In order to make sure that the handicapped own equal rights and have convenient financial services, CNFA has set up “Friendly services of finance” block for the handicapped so as to not only enhance the service quality of members, but also create friendly financial surrounding.

Chinese National Futures Association(CNFA)

Full Year

“”Futures trust fund market observation post system”

In order to help investors understand more information of Futures trust fund, CNFA has set up “Futures trust fund market observation post system” for investors’ inquiry.

Chinese National Futures Association(CNFA)

Full Year

“Anti-fraud” block

In order to raise Anti-fraud awareness of the public, CNFA strengthen the warning effect to futures traders so as to not only protect futures traders but also protect the rights of legal FCM.

Chinese National Futures Association(CNFA)

Full Year

Futures investing educational propaganda

Dah Chang futures company will set up the webpage for futures investing education. The contents include Taifex important business, investors’ protection, and other propaganda topics.

Dah Chang Futures Co.,

Full Year

Yuanta futures company’s videos for specific topics

By integrating macroeconomic and financial information, Yuanta futures company will compose four “Futures and options” videos monthly to introduce the futures products’ characteristics with specific topics. Therefore, that will help investors to plan trading strategies with the latest information.

Yuanta Futures Co., LTD.

Full Year

Yuanta futures company’ audiobook of news.

To archive daily real-time financial and economic news will not only assist investors to understand the trading trend yesterday but also help investors to understand the change of market.

Yuanta Futures Co., LTD.

Full Year

Python API educational videos

Python API (1) introduction and application

MasterLink Securities Corp.

Full Year

Python API educational videos

Python API (2) introduction of quotation data form (part I)

MasterLink Securities Corp.

Full Year

Python API educational videos

Python API (3) introduction of quotation data form (part II)

MasterLink Securities Corp.

Full Year

Python API educational videos

Python API(4) function introduction of quotation data

MasterLink Securities Corp.

Full Year

Python API educational videos

Python API(5) testing orders

MasterLink Securities Corp.

Full Year

Educational video for stock futures products investing.

Producing stock futures products educational video teaches investors the knowledge about stock futures products. The contents will be focus on stock futures products’ introduction and characteristics, and exposed to the social media, we-media, etc.

Jih Sun Futures Co., Ltd.

Full Year

Educational video for securities investing.

Composing futures products educational video, articles, and graphs which are about futures basics, trading strategies planning, financial and economic news analysis, real-time market message, and other promotion topics will be exposed to the social medias, company website, and other related websites.

SinoPac Futures Co . Ltd.

Full Year

Educational video for stock futures products investing.

Producing stock futures products educational video teaches investors the knowledge about stock futures products. The content will be focus on the stock futures products’ introductions and characteristics and exposed to the social media, we-media, etc.

Fubon Futures Co., Ltd.

Full Year

Monthly news

Monthly news report regulations changes of futures business, new products and new rules messages. And, monthly news has special columns of markets topics or trading strategies so as to fortify investors education.

Chinese National Futures Association(CNFA)

Full Year

Futures Journal

In order to promote investors education, “Futures” magazines publish quarterly by the digital and paper forms. The contents includes government policies propaganda about futures business, laws and self-regulations introductions, international futures development, risk management studies, academic or management issues so as to help investors understand more about futures business development.

Chinese National Futures Association(CNFA)

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

online live seminars

Invite analysts to analyze investment trends in Taiwan stocks

Taiwan Coopeaative Securities

Full Year

China trust stock market intelligence

Provide various investment information on the Facebook fan page to help investors understand the latest securities industry news and market trends.

CTBC Securities

Full Year

Digital Securities Institute

Share all kinds of investment introduction, financial management articles

CTBC Securities

Full Year

Teaching and advocacy new investors

In order to promote the Taiwan stock trading system and investment risks, a special promotion area has been established on our company's website. The contents of the special area cover the trading system, time, price change risk, default risk...etc.

First Securities Inc

Full Year

Investor fraud prevention investment promotion

 

Investors are reminded not to believe in rumors, show signs, or click on links and lines from unknown sources. There are many investment fraud traps, so be vigilant and be careful to be taken advantage of.

First Securities Inc

Full Year

Investment Fraud Prevention Promotion Zone

 

line four parts of investment fraud, be vigilant and stay away from investment fraud

First Securities Inc

Full Year

Anti-fraud video promotion

Promote various forms of fraud in life, and provide investors how to distinguish false information and fraudulent advertisements to avoid being defrauded.

First Securities Inc

Full Year

Facebook PO text

Provide ETN information, market trends, and market trends on Facebook fan pages from time to time, so that investors can have a deeper understanding of commodities and achieve the purpose of investment knowledge education and promotion.

President Securities Corp.

Full Year

Facebook PO text

Provide warrant information, market dynamics, and market trends on Facebook fan pages from time to time, so that investors can have a deeper understanding of commodities and achieve the purpose of investment knowledge education and promotion.

President Securities Corp.

Full Year

Cooperated with "Today Weekly" to publish the special issue of "Principles of not close watching stock markets and get profits"

 

Handle software teaching and detailed instructions for investors to use as investment reference

 

Horizon Securities

Full Year

Short Term Trading Seminar

To introduce the apps on smart phone, smart placing order functions , sharing various money management tips and articles, and disseminate regulatory knowledge.

CTBC Securities

Full Year

Every Thursday afternoon

National Investors Online Seminar

To perform great client service and care, we will hold investors online seminars regularly, hoping to equip our clients with investment knowledge

Yuanta Securities Co., Ltd.

Full Year

Live Stream Briefing

To analyze investment trends in Taiwan stocks

Taiwan coopeaative securities

Year round

2022/10/28

2022 LME on-line seminar

In order to satisfy Taiwanese metal business ’needs of hedge,swap , and financing services, CNFA invites experts to share their experiences personally and to discuss the challenges and the role of FCMs . Thus, we can use futures products to serve the real economy and to elaborate the functions of hedging.

Chinese National Futures Association(CNFA)

Year round

2022/11/11

Domestic futures forum

To strengthen the understanding and trading modes of futures products for ordinary people.

Dah Chang Futures Co.,

Year round

2022/11/18

 

2022 Taipei international on-line futures forum

By interacting with Taifex, international famous exchanges, and domestic futures representatives, we can share practical views of futures trading to develop more functions of Taiwanese futures markets and to increase the efficiency of Taiwanese futures workers to serve the real economy.

Chinese National Futures Association(CNFA)

Year round 2022/12/16

Foreign Futures Forum

To strengthen the understanding of foreign futures products for ordinary people.

Dah Chang Futures Co.,

Long-term

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)

Long-term

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)

Long-term

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)

Long-term

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)

Long-term

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)

Long-term

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)

Long-term

Promotional Video on Regular Fixed Amount Smile Curve Investment Method

To encourage young people to take the first step in fund investment, the former SITCA Chairman Jeff Chang specially recorded a video on “Regular Fixed Amount Smile Cure Investment Method” and posted it on the association’s website, hoping to encourage young people to understand and invest in Taiwan stock funds, and inject new vitality into the Taiwan stock market.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA)

Long-term

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)

Long-term

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)

Long-term

Provide Fund Return Pre-Calculation Function

Set up a “Fund Return Pre-Calculation” section on the website to facilitate investors to grasp the fund investment situation in a timely manner.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA)

Long-term

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)

Long-term

Promotion of Legal SITEs and SICEs

Set up an inquiry area for legal fund sales agencies on the website to publish the latest list of legal SITEs and SICEs and set up a report area for illegal investment consultation on the website to protect the rights and interests of investors.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA)

Long-term

International Asset Management Forum Promotion

A special zone on the International Asset Management Forum is established on the SITCA website, where relevant information and handling results of the forum will be published for the investing public to inquire.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA)

Long-term

Short Promotional Videos on Non-Investment Grade Bond Funds Stop, Watch and Listen

Assisting the public to understand the risk of non-investment grade bond funds before investing, and to establish the concept of correct investment.

Securities Investment Trust & Consulting Association of the R.O.C (SITCA)

Long-term

2021 Allianz Global Investors Annual Climate-Related Financial Disclosure TCFD Report

The Climate-Related. Financial Disclosure TCFD report presents climate-related risks and opportunities and how we integrate these risks and opportunities into business operations and investment processes.

Allianz Global Investors

Long-term

2021 Allianz Global Investors Sustainable Development Report

The sustainability development report presents the complete framework and concept of the sustainable planning of Allianz Global Investors. The mainly focuses on the core profession of Allianz Global Investors, namely the investment capability and the company’s own business operation. The sustainable development of these two aspects are explained.

Allianz Global Investors

Long-term

Franklin Templeton Investments Quarterly

Concept on regular fixed amount investment, bond asset allocation, and solutions on financial management myths.

Franklin Templeton Investments

Long-term

Efficient EX Investing - eBook

Promotions on regular savings plan and educate on the correct investment values.

Co-authored by the Capital Investment Trust Corporation x The Godmother of Investment Funds, Taylor Hsiao

Long-term

Auxilary Teaching Materials for Hanlin Social Science Studies Textbooks

Let CHA-CHING children’s financial management textbooks become auxiliary teaching materials for social science studies on financial education in elementary schools.

Eastspring Investment, Future Parenting Taiwan from the Global Views

Long-term

Eastspring Parent-Child Wealth Management Interactive Learning Manual

Combining parent-child interactive question-and-answer cards and practical tools such as accounting books, price comparisons, and piggy banks, it can be used to provide parent-child financial management teaching assistance through learning by doing.

Eastspring Investment

Long-term

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)

Long-term

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)

Long-term

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)