亞洲資產管理中心

Wealth Management Promotion

Wealth Management Promotion

The Financial Supervisory Commission (FSC) is actively promoting the internationalization of financial services. Among these efforts, Offshore Banking Units (OBUs) and Offshore Insurance Units (OIUs) play key roles. By expanding their business scope, OBUs will be able to more comprehensively assist enterprises in managing overseas assets. At the same time, OIUs will develop towards extending tax incentives and allowing the sale of more diverse insurance policies, collectively providing more competitive wealth management services for high-net-worth clients both domestically and internationally.

OBU

OBU Business Focus

  • Support corporate overseas development and fund allocation
  • Participate in syndicated loans to expand overseas markets
  • Manage overseas assets within Taiwan
  • Assist clients in fund allocation
  • Provide planning for family office wealth succession and family business sustainability
OIU

OIU Establishment Status

  • Number of Companies
  • Number of Policies
  • Premium Income
  • Pre-tax Profit or Loss
(美元)
(千美元)

2024.Dec.

OIU Business Focus

Business Scope

Includes foreign currency denominated insurance and reinsurance businesses, primarily targeting clients outside the territory of the ROC.

Life Insurance

We offer a diversified range of insurance products denominated in foreign currencies, including interest‑sensitive life insurance, universal life insurance, interest‑sensitive annuities, and traditional life insurance. In line with customer needs and international product trends, we continuously introduce innovative insurance offerings to meet non-resident clients’ wealth management, wealth transfer and estate planning, and insurance protection needs.

Non-Life Insurance

Mainly involves assumed reinsurance business.

List of Companies Undertaking OIU Insurance

  • Life Insurance Industry: Taiwan Life Insurance Co., Ltd., Fubon Life Insurance Co., Ltd., Cathay Life Insurance Co., Ltd., KGI Life Insurance Co., Ltd., TransGlobe Life Insurance Co., Ltd., Nan Shan Life Insurance Co., Ltd., BankTaiwan Life Insurance Co., Ltd., Allianz Taiwan Life Insurance Co., Ltd., PCA Life Assurance Co., Ltd., First Life Insurance Co., Ltd., Mercuries Life Insurance Co., Ltd., Shin Kong Life Insurance Co., Ltd., Chubb Life Insurance Co., Ltd., Yuanta Life Insurance Co., Ltd., Hontai Life Insurance Co., Ltd.
  • Property Insurance Industry Cathay Century Insurance Co., Ltd., Fubon Insurance Co., Ltd., South China Insurance Co., Ltd., Shinkong Insurance Co., Ltd.
  • Professional Reinsurance Industry: Central Reinsurance Corporation
OSU

Number of OSUs established.

Entities conducting the businesses specified in Article 22-4, Paragraph 1 of the Offshore Banking Act (with net worth of at least NT$10 billion)

Entities conducting the businesses specified in Article 22-4, Paragraph 1, Subparagraphs 1–4; the account custody specified in Subparagraph 5; and the business specified in Subparagraph 7 of the Offshore Banking Act (with net worth of at least NT$4 billion).

Build a one-stop financial services platform for the OAMU

一站式提供OBU、OSU與OIU服務，建構境外資產管理分公司(OAMU)

Establishment of Three Major Task Workshops

Latest News

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    Licenses issued (8 institutions)

    Yuanta Securities, KGI Securities, Fubon Securities, Capital Securities, SinoPac Securities, MasterLink Securities, Mega Securities, President Securities.
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    Commencement of operations reported (8 institutions)

    KGI Securities, Yuanta Securities, Fubon Securities, SinoPac Securities, MasterLink Securities, Capital Securities, President Securities, Mega Securities.
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    Licenses issued (10 institutions)

    IBF Securities, Concord Securities, Cathay Securities, First Securities, CTBC Securities, E.SUN Securities, Far Eastern Securities, Taiwan Cooperative Securities, Taishin Securities, Hua Nan Securities.
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    Commencement of operations reported (10 institutions)

    Concord Securities, Hua Nan Securities, Cathay Securities, IBF Securities, First Securities, E.SUN Securities, CTBC Securities, Far Eastern Securities, Taiwan Cooperative Securities, Taishin Securities.