Wealth Management

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Provision of a wide array of products and services that meet 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 custodian bank for securities investment trust funds, futures trust funds, domestic securities invested in by foreign institutional investors, collective investment accounts for overseas foreign and/or Mainland Chinese employees, discretionary investment accounts, and securities; offering trust of corporate employee bonuses and remuneration, trust of corporate employee pensions and severance pays, trust of restricted stock awards, real estate trust, securities trust, transaction payment trust, advanced payment trust, charitable trust, insurance claims trust, retirement and care trust; authentication for issuance of securities; acting as trustee for issuance of bonds and as depositary bank for TDRs.
  • Bancassurance: The Bank partners with SinoPac Life Insurance Agent, SinoPac Property Insurance Agent, and other insurance companies to develop the business of bancassurance, and provides 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.