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Wealth Management Trust and Custodian Mortgages Service Charges
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Trust Business

圖片檔 Required certificates

  • Foreigner (individual)(Except for Americans)
    Foreign passport bearing legal entry visa (or stamp) or identification certificate for overseas Chinese issued by Overseas Compatriot Affairs Commission, and also the "Record of ID No. in the Republic of China" issued by Immigration Office National Police Agency of the Ministry of Interior or foreign affairs divisions (sections) of police offices of the various municipalities and counties (cities).
  • Foreign corporation(Except for US corporations)
    • Registration documents (e.g. Certificate of incorporation)
    • Minute of Board of Directors' Meeting or articles of incorporation or financial statements
    • Responsible person’s ID card and secondary certificates (e.g. health insurance card, passport, driver's license, etc.)

圖片檔 The bank is allowed to invest the following domestic and foreign securities through the trust

  • Securities Investment Trust Funds
  • Futures Trust Funds
  • Offshore Funds
  • Offshore Structured Products
  • Foreign Bonds
  • Exchange Trade Funds (ETFs)

圖片檔 Other services

  • Subscription Processing Fee
    0 to 4%.
  • Transfer Processing Fee
    NT$500 for each transaction.
  • Trust Management Fee
    The annual fee rate is 0.2%, with minimum of NT$200 or the equivalent in foreign currency for each transaction.
  • Other Charges
    Other domestic and overseas cost incurred due to this trust agreement or for the inward/outward remittance and utilization of the trust fund shall be charged based on the actual amount incurred or in accordance with the Agent's fee schedule.

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