亞洲資產管理中心

Strengthening Asset Management

Strengthening Asset Management

Attract foreign asset management companies to establish regional centers in Taiwan.

Collaborate with government funds to provide incentives for outsourcing fund management, and send invitations to the world's top 10 asset management companies that have not yet entered Taiwan, as well as foreign investment trust companies already in Taiwan, in order to attract them to establish a presence or set up regional centers in Taiwan.

Guide foreign asset management companies to invest resources through the Incentive Policy for Offshore Funds Development in Taiwan and the “Incentive Policy for Onshore Funds”.

Provide additional incentives to encourage international asset management institutions to establish a presence or regional centers in Taiwan. This includes entrusting Taiwanese locations with more international business operations. Foreign capital can be managed through full discretion by investment trust firms or invested in investment trust funds, with an emphasis on nurturing core business talent.

OSU attracts overseas Taiwanese business funds to return.

OSU provide more convenient services to overseas clients, adjustments include allowing securities firms to establish dedicated accounts with overseas custodians, simplifying the account opening and order verification processes for foreigners in OSU, and permitting OSU loans without restrictions on the use of funds.
Allow offshore clients to conduct loans for unrestricted purposes at OSUs.

The plan is to permit OSUs to offer loans not only related to securities transactions but also for unrestricted purposes, in order to meet offshore clients’ needs to enhance the efficiency of their financial asset utilization. This measure aims to strengthen client engagement and business relationships with offshore clients at international securities branch offices. Loans are limited to offshore clients only, and collateral is restricted to constituent stocks of U.S. market indices and ETFs.



2.Simplify the online account opening process for foreigners in OSU and the identity verification methods for placing orders.
Relaxation ItemCurrent SituationDescription
Account OpeningApplication documents must be mailed in paper form, causing inconvenience for overseas clients to open accounts.Provide a convenient online account opening process to enhance the willingness of overseas potential clients to open accounts.
TradingOSU’s order verification for overseas clients differs from international practices, allowing only electronic certificates issued by Taiwan’s certification authorities.Relax order verification methods to allow authentication via account number, password, OTP, or third-party authenticators, offering a simple and secure order process.


3.Allow overseas clients to conduct unrestricted use loan transactions in OSU.

The plan is to open OSU for loan transactions beyond those generated by securities business, relaxing the guidelines to allow loans for unrestricted use. This aims to meet the demand from overseas clients for enhancing the efficiency of their financial assets, thereby increasing the engagement of overseas clients with the offshore securities branches. This is limited to overseas clients, with collateral restricted to U.S. market index constituent stocks and ETFs, etc.

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