亞洲資產管理中心

Establish a Dedicated Asian Asset Management Center Unit

• Decision-Making Level: Executive Yuan to lead cross-ministerial coordination
• Execution Level: Financial Supervisory Commission to create a policy task force responsible for regulatory adjustments and policy implementation
• Service Level: Taiwan Stock Exchange to set up an Asian Asset Management Center office to coordinate related organizations, assign dedicated staff, and provide practical business support

Expanding the Scope of Cross-Border Financial Services

• Extend Taiwan’s financial services into international markets to enhance the global visibility and attractiveness of Taiwan’s asset management industry, strengthening capital retention and attraction.
• Pilot cross-border financial services by domestic banks and securities firms within the special zones, with plans to expand these services nationwide in the future.

Building a One-Stop OAMU Financial Service Platform

Creating a comprehensive offshore asset management platform (OAMU) to deliver end-to-end services for overseas clients.

• Integrate OBU, OSU, and OIU within the special zone to pilot joint account opening, collaborative promotion, and co-marketing efforts.
• OSU offers convenient account opening and transaction services to attract overseas funds from Taiwanese businesses.
• Introduce new OIU products and extend tax incentives to enhance OIU’s competitiveness.

Enhancing TISA Features and Incentives

Phase 1: Collaborative Promotion of the TISA System
☑️ The Central Securities Depository assists individuals in setting up and managing dedicated accounts, while service providers offer discounts to attract investors.
☑️ Utilize existing tax incentive measures.
☑️ TISA was officially launched in July 2025.
Phase 2: Exploring Additional Tax Incentives

• Cross-ministerial discussions are underway to secure new tax benefits, supporting the development of the third pillar of retirement planning.