Wealth Management

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Bank SinoPac provides a wide array of products and services that meet the different needs of customers, including investment products, general trust and custody and affiliated businesses, as well as insurance, etc.

  • Investment products: Domestic and offshore mutual funds, bonds, ETFs, and structured products.
  • General trust and custody and affiliated businesses: Acting as a custodian bank for securities investment trust funds, futures trust funds, domestic securities invested in by foreign institutional investors and foreign individual investors, collective investment accounts for overseas foreign and/or Mainland Chinese employees, discretionary investment accounts, and securities custody; offering employees benefit trust, real estate trust, securities trust, transaction payment trust, advanced payment trust, charitable trust, insurance claims trust, eldercare trust; authentication for issuance of securities; acting as a trustee for issuance of bonds, etc.
  • Bancassurance: Bank SinoPac acts for the insurance products of property/life insurance companies, including endowment insurance, mortgage life insurance, protection insurance, and investment-linked policies as well as accidental injury insurance, residential fire and earthquake basic insurance, commercial insurance, automotive insurance and health insurance.