World Investor Week: About

World Investor Week(WIW) in Taiwan

Dates

Event

Introduction

Organizer

2019/1/1~12/31 TAIFEX promotes futures and options on EBC's "57 Money Explosion", a professional finance TV program in Taiwan. With the intention to help investors be more familiar with Taiwan futures market, TAIFEX launches a 15-minute “futures and options” section on EBC's "57 Money Explosion" , a professional finance TV program in Taiwan to promote TAIFEX’s products. Taiwan Futures Exchange(TAIFEX)
2019/1/1~12/31 TAIFEX holds a futures and options network symposium on EBC’s live webcast " Money Show" To facilitate a more widespread understanding of futures market among individual investors, TAIFEX holds a futures and options network symposium on EBC’s live webcast " Money Show"  in conjunction with TAIFEX’s products and measures. Taiwan Futures Exchange(TAIFEX)
2019/3/17-12/31 “Nasdaq-100 Futures”&“TPEx 200 Futures” websites and leaflets To promote new products “Nasdaq-100 Futures”&“TPEx 200 Futures” to investors, TAIFEX set up websites and published leaflets. Taiwan Futures Exchange(TAIFEX)
2019/5/1~10/31 ETN Investors reward program Develop the TPEx-listed ETN market. Increase the willingness of investors to participate in the ETN trading. Expand the trading volume and fund scale of the TPEx-listed ETN. Taipei Exchange (TPEx)
2019/5/1~10/31 ETF Investors reward program Develop the TPEx-listed ETF market. Increase the willingness of investors to participate in the ETF trading. Expand the trading volume and fund scale of the TPEx-listed ETF. Taipei Exchange (TPEx)
2019/5/2~9/30 Securities firms ETP trading & ETF market making competition Incite the securities brokers to promote ETF and ETN, and the ETF liquidity provider to well perform their function Taiwan Stock Exchange Corporation(TWSE)
2019/8/19~10/18  TPEx-200 Warrant reward program Develop the TPEx-listed warrant market. Increase the willingness of investors to participate in the warrant trading. Expand the trading volume and fund scale of the TPEx-listed warrant. Taipei Exchange (TPEx)
2018/9/1~11/30 TAIFEX holds "Futures and asset Management Professional Training Classes" To cultivate high-level professionals in futures asset management, TAIFEX continued to hold "Futures and asset Management Professional Training Classes" from September to November 2019, with a total course of 102 hours. Taiwan Futures Exchange(TAIFEX)
September-

December

The 5th Financial Literacy for Youth (FLY) This program helps college senior students from families in straitened circumstances, supports their living allowances while provides them   with a series of financial professional course training. In additions, the program assists them in receiving professional certificates in order to enhance their employment competitiveness. Upon accomplishing the courses and trainings, the program will help the students with job matching services. Taiwan Depository & Clearing Corporation(TDCC)
Sep.-Nov. Online Trivia with rewards   For general public and retail investors. lively and interesting manner to promote the general public and students to participate in the promotion of securities trading knowledge and its risks. Taiwan Stock Exchange Corporation(TWSE)
2019/9/30 TPEx-200 Future Launch Ceremony Hold a launch ceremony for TPEx 200 to promote the participation for investors on TPEx-200 Index. Taipei Exchange (TPEx)
2019/9/30~10/6 TAIFEX issues bimonthly periodicals for traders and academic units. With the intention to promote Taiwan futures market to traders, TAIFEX issues bimonthly periodicals to introduce TAIFEX’s new products, rules and events. Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 TAIFEX education and videos center Investors can take futures and options on-line courses and get the latest market information through "TAIFEX education and videos center ". Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 University students visit TAIFEX Through visiting TAIFEX, students can enhance their knowledge of the Taiwan’s futures market and TAIFEX’s new products and virtual Exchange. Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 TAIFEX entrusts SFI to offer “Free Classes on Futures and Options for Investors” in mid-south part of Taiwan With the intention to promote a better understanding of futures and options, and to give investors in southern Taiwan an opportunity to interact directly with lecturers face to face in order to achieve reinforced and enhanced learning outcomes. TAIFEX entrusts securities and futures institute to offer “Free Classes on Futures and Options for Investors” in mid-south part of Taiwan during Apr. to Dec. Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 “Nasdaq-100 Index Futures” and “TPEx 200 Index Futures” websites and leaflets In order to promote Nasdaq-100 Index Futures and TPEx 200 Index Futures to investors, TAIFEX set up websites and published leaflets. Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 “Nasdaq-100 Index Futures, TPEx 200 Index Futures and Hua Nan TPEx 200 Total Return Index ETN” launching ceremony To celebrate launching Nasdaq-100 Index Futures, TPEx 200 Index Futures and Hua Nan TPEx 200 Total Return Index ETN, TAIFEX and TPEX held a launching ceremony on Sep 30th. Taiwan Futures Exchange(TAIFEX)
2019/9/30~10/6 SFIPC holds “2019 Investor Protection Forum” Inviting competent authorities, scholars and experts to discuss issues related to the practice of securities and futures markets and the protection of investors' rights, or the current issues of laws and regulations and the protection of shareholders' rights of listed companies. Securities and Futures Investors Protection Center(SFIPC)
2019/9/30~10/6 Publish article in“Wealth Magazine”, “Money Weekly”, “Business Today” , “Marbo Weekly” SFIPC publish articles in various print media for     advocating various topics relating to investor protection and reminding investors to develop the correct investment concepts and be aware of their legal rights. Securities and Futures Investors Protection Center(SFIPC)
2019/9/30~10/6 The online prized-quiz game on financial literacy We are going to launch the online prized-quiz game to promote financial literacy on 1st October 2019. Through this game, people can understand important financial institutions and their main businesses, and have more concepts for the overall financial market. This event will end on 30th November 2019. Taiwan Financial Services Roundtable(TFSR) Securities and Futures Institute(SFI)
2019/9/30~10/6 Printed notepad: “Notes for Investor’s Rights and Responsibilities in 2020” We printed 7,000 promotional notepads, and they contained information related to the investor’s rights and responsibilities. And it’s free for the public. Securities and Futures Institute(SFI)
2019/9/30~10/6 “Mutual Fund Investment”: The lecture series for the general public In order to help people achieve their financial goals, we hold the serial events to explain the features of mutual funds and how to master trading strategies. Securities and Futures Institute(SFI)
2019/9/30~10/6 “Investing for your future”: The lecture series for the general public Financial literary matters. It’s important for everyone to learn how to make financial decisions. We invite investment professionals to be the speakers and hold seminars and workshops for the general public. Securitie and Futures Bureau(SFB) Taiwan Stock Exchange Corporation(TWSE) Securities and Futures Institute(SFI)
2019/10/01 Ring the Bell for Financial Literacy. IOSCO and WFE hold a series of activities for investors. Taipei Exchange (TPEx)
2019/10/01 Lecture: Business budget management. The annual plan and budget is a dynamic process for arranging the company's financial and human resources to achieve the company's annual plans and business goals. Therefore, if investors understand the annual plan and budget of a company, it will help them understand the company's development potential and make investment decisions. Taipei Exchange (TPEx)
2019/10/1~12/24 “Knowledge is King”: The 16th grand contest on investment securities for university students To help university students learn the structure and investing practices of Taiwan stock markets, Taiwan Stock Exchange (TWSE) holds the grand contest annually. Every three students as a team for participating in the contest. TWSE runs the contest in three consecutive stages: (1) The online test, (2) semi-final game, and (3) final game. Taiwan Stock Exchange Corporation(TWSE) Securities and Futures Institute(SFI)
2019/10/2~10/3 TAIFEX offers “Free Classes on Futures and Options for Individual Investors” To facilitate a more widespread understanding of futures market, TAIFEX holds free introductory and advanced classes on futures and options for individual investors. These classes are in conjunction with TAIFEX’s new products and measures. Taiwan Futures Exchange(TAIFEX)
2019/10/05 TPEx Financial Elite Camp for the Youth Advocate financial knowledge in TPEx products and encourage capital market participation of the youth. Taipei Exchange (TPEx)  
Full year Securities knowledge cartoon Use simple language incorporated to explain   securities trading and investment risk concepts, enabling novice investors to take cautious action while investing. Taiwan Stock Exchange Corporation(TWSE)
Full year Investor Knowledge Network Provide the latest and most abundant investment knowledge platform, scan the QR Code quick link, and join the membership to become a new friend. From time to time, we receive the latest event information and securities investment knowledge. Taiwan Stock Exchange Corporation(TWSE)
Full year Producing Public Video on Securities Investment We produce 10 public videos per year for the general public and retail investors, broadcast on wireless TV, and also distribute these contents to all securities brokerage firms. Taiwan Stock Exchange Corporation(TWSE)
Full year Visit to TWSE We accept school and agency group visits – via an online system and accept applications from schools and government agencies. Taiwan Stock Exchange Corporation(TWSE)
Full year Taiwan Stock Exchange Facebook Fan Page  In order to serve investors, we will enhance the information dissemination and external feedback pipeline, strengthen business promotion, and promote financial knowledge through multiple channels. Taiwan Stock Exchange Corporation(TWSE)
Full year TPEx Investors forum Promote TPEx new policies and activities to the investors. Taipei Exchange (TPEx)  
Full year TPEx E-paper Make TPEx new policies and activities go public. Taipei Exchange (TPEx)  
Full year Industry Chain Information Platform How to utilize “Industry Chain Information Platform”/Useful tool for Investment. Taipei Exchange (TPEx)
Full year TPEx 200 Index Educate the general public on TPEx new products and on how to use them. Taipei Exchange (TPEx)
Full year TPEx listing companies performance presentation In order to introduce good listing companies to our investors, we host a few listing companies performance presentations. Taipei Exchange (TPEx)
Full year “Emerging Market” E-learning To help investors familiar with Emerging Stocks, Gold and Listed Open-ended Fund, TPEx builds a free online learning program of Emerging Market. Taipei Exchange (TPEx)
Full year TPEx facebook Fan Page In order to serve investors, we will enhance the information dissemination and external feedback pipeline, strengthen business promotion and promote financial knowledge through facebook. Taipei Exchange (TPEx)
Full year Short Films Encourage investors to look up reliable disclosed information and promote new policy. Taipei Exchange (TPEx)
Full year TPEx 200 Index Animation Encourage investors to know more about TPEx-200 Index Taipei Exchange (TPEx)
Full year Discover Securities Market eBook Adopt illustrations, stories, real-life examples, and combine them with industry experience for the content, enabling vocational and senior high school teachers and students to know about the securities market. Taiwan Securities Association(TSA) 
Full year Securities and I eBook Use simple language incorporated with real-life examples to explain   securities trading and investment risk concepts, enabling novice investors to take cautious action while investing. Taiwan Securities Association(TSA) 
Full year Warrant Action eBook Educate the general public on Warrant products and on how to invest in them. Taiwan Securities Association(TSA) 
Full year Aspects of Warrant  eBook Design Q&A on Warrant for sales personnel to answer to investors’ queries accordingly. Taiwan Securities Association(TSA) 
Full year Investment & Financial Management Workshop for vocational and senior high  school students Enhance vocational and senior high school students’ financial management ability; and help them establish the correct perspective of investment and financial management. Taiwan Securities Association(TSA) 
Full year Subsidies program for courses on Warrant in college/university Improve college/university students’ understanding of financial investment instruments; and encourage teachers to lecture on concepts and practices of Warrant investment, making more students informed about this financial instrument. Taiwan Securities Association(TSA) 
Full year Taiwan Securities Association Monthly Keep securities firms and investors updated on the latest information and development on market through topic reports and monographs Taiwan Securities Association(TSA) 
Full year Taiwan Securities Association Quarterly Keep securities firms and investors updated on the latest information and development on market through topic reports and monographs. Taiwan Securities Association(TSA) 
Full year Taiwan Securities Association Special Issue Help investors understand more about the evolution, the current state, and the outlook of securities industry by editing special issues and providing them for the general public on TSA website. Taiwan Securities Association(TSA) 
Full year Education of Money Laundering Control Act in Securities and Futures industry Facilitate investors’ understanding of Money Laundering Control Act through integrated money laundering control information at “Anti-Money Laundering and Countering Terrorism Financing of Securities and Futures Sector” section. Taiwan Securities Association(TSA) 
Full year Reaching-Out In Asia  Database TSA has collected data such as macro-economy, market trading systems, etc., of Vietnam, Thailand, Indonesia, Singapore, Malaysia, Burma, Laos, and Cambodia, Japan, Korea, Philippines, and Mongolia and has included them into the database for the members of TSA to download Taiwan Securities Association(TSA) 
Full year Warrants Information Exposure TSA commissioned Securities and Futures Institute to set up “Warrants Information Exposure,” to provide more transparent after-hours Warrant-related information. Through the platform, investors can obtain    after-hours information, such as basic information of listed Warrants, Implied Volatility, and liquidity information. Investors can decide whether   closing prices of Warrants are reasonable based on 1) their own investment duration and risk preferences, 2) stability of securities firms ’ market-maker quotes, bid-ask spread and consignment trading volume, and 3) after-hours Implied Volatility. Taiwan Securities Association(TSA) 
Full year International Investor Alerts Portal Summarize, translate and announce international investor alerts sent to Securities and Futures Bureau of FSC from IOSCO, and constantly update the information. Taiwan Securities Association(TSA) 
Full year Securities Competitive Auction Portal Provide underwriters and the general public information about the new Securities Competitive Auction System and related regulations. Taiwan Securities Association(TSA) 
Full year Financial literacy promotion programs for college students. Hosting seminars and workshops for college students. To assist them to understand the fundamental investment knowledge and to build money management skills. Taiwan Depository & Clearing Corporation (TDCC) Securities and Futures Institute(SFI)
Full year Book-entry operations of fixed-income securities To promote the book-entry operations of fixed-income securities to investors. Taiwan Depository & Clearing Corporation(TDCC)
Full year Offshore Structured Notes Market Observation Post System To promote the Offshore Structured Notes Market Observation Post System to investors. Taiwan Depository & Clearing Corporation(TDCC)
Full year Shareholders electronic voting platform In order to protect the shareholders' rights and enable the shareholders to exercise their voting rights, the shareholders can logon the STOCKVOTE platform with CA certificate, select the issuing company they plan to vote on, and conduct electronic voting on the agenda and motions of the shareholders' meeting. Taiwan Depository & Clearing Corporation(TDCC)
Full year STOCKVOTE platform We analyze all the collected data based on the effects of promoting electronic voting system in the past years and the impacts to shareholders’ meeting. We then release the big data analytical results on STOCKVOTE platform for investor’s reference. Taiwan Depository & Clearing Corporation(TDCC)
Full year Taiwan Securities and Future Virtual Museum Taiwan Securities and Future Virtual Museum (TSFVM) is under joint maintenance by TDCC, TWSE, TPEX, TAIFEX and SITCA. Visitors can browse related collections including historical materials, publications, audio and video data of the above-mentioned organizations on-line. In addition, an augmented reality tour (AR) was introduced in the TSFVM website. With the 360 degrees panorama photography and the amalgamation of the online and offline modes, we continually   to invite investors to browse online at any time, and reach the purpose of promoting financial education. Taiwan Depository & Clearing Corporation(TDCC)
Full year Quarterly and bi-monthly publications We release electronic or paper publications regularly (each quarter and every two months). The contents include securities and futures industries and related policies, regulation, market updates and international developments…etc. Taiwan Depository & Clearing Corporation(TDCC)
Full year Retirement planning for better financial literacy In order to improve the retirement planning and investment awareness of the public, SITCA established “Section on retirement planning for better financial literacy” to   help the public gain access to more information on how to build a better retirement plan. Securities Investment Trust and Consulting Association (SITCA)
Full year Section for Anti-money laundering and Counter Financing of Terrorism (AML/CFT) In order for the investors to get up-to-date with AML prevention, SITCA established an AML/CFT section to promote AML related awareness. Securities Investment Trust and Consulting Association (SITCA)
Full year Understanding Robo-advisor and related services In order to promote robo-advisor services, SITCA established a robo-advisor section that provides related information for investors to build better understanding of the robo-advisor services. Securities Investment Trust and Consulting Association (SITCA)
Full year Section for offshore fund handling fees SITCA established the section for offshore fund handling fees to better inform investors of the structural difference in the fees as well as the characteristics of front-end sales load and back-end sales load. Securities Investment Trust and Consulting Association (SITCA)
Full year Market overview and analysis In order to improve the accessibility of financial market information and investment techniques for the public, as of June 4, 2018, SITCA in collaboration with Liberty Times, opened a regular column that includes 1) international market outlook 2) Taiwan equity analysis 3) industry and investment trends written by CIOs of SITEs or fund managers. The column is also made available on SITCA website and on Liberty Times official website and print newspaper. Securities Investment Trust and Consulting Association (SITCA)
Full year National pension member choice project In order to promote financial planning and active investment concepts for retirement, SITCA, TDCC, and SFI jointly organized the “National pension member choice project” that is executed by FundRich. The project is responsible for hosting promotional activities addressing all retirement related topics and urge the investors to establish correct investment concepts and do retirement planning early. Securities Investment Trust and Consulting Association (SITCA)
Full year Regular savings plan and smiley curve investment promotional video In order to encourage the youth to take the first steps in mutual fund investment, Chairman Chang of SITCA produced a “Regular savings plan and smiley curve investment” video to motivate the youth to invest in Taiwan equity funds. Securities Investment Trust and Consulting Association (SITCA)
Full year Regular savings plan with infinite possibilities promotional video In order to encourage the youth to invest in Taiwan equity funds, SITCA invited the five time Universiade gold medalist Ho-Chen Yang to film a regular savings plan promotional video to encourage the youth in disciplined savings and investment to achieve their financial dreams. Securities Investment Trust and Consulting Association (SITCA)
Full year Section for new-labor standards act In order to promote the awareness of the new regulation, SITCA established a section for new-labor standards act with an overtime calculator, special leave calculator, information on one fixed day off and one flexible rest day, amended articles of the new-labor standards act, and related online resources for the public. Securities Investment Trust and Consulting Association (SITCA)
Full year Disadvantaged-friendly financial services In order to safeguard the equity and appropriate rights of disadvantaged groups in accessing financial services, SITCA established a “disadvantaged-friendly financial services” section that provides convenient, zero-barrier financial services for the public. Securities Investment Trust and Consulting Association (SITCA)
Full year Section for the income tax amendments In alignment with the promotion of income tax regulatory amendments, SITCA established a section for income tax amendments to increase public awareness. Securities Investment Trust and Consulting Association (SITCA)
Full year

Return on investment calculator for mutual funds

SITCA established a “Return on investment calculator for mutual funds” on its website as a tool to help the public understand their investment situation. Securities Investment Trust and Consulting Association (SITCA)
Full year Introduction to Securities Investment Trust Funds Utilize vivid multimedia promotional materials to introduce securities investment trust funds to the public. The promotions aim to enhance fund related know-how and improve the investors’ application of the investment tool. Securities Investment Trust and Consulting Association (SITCA)
Full year Manual on Key sales information of mutual funds – understanding KYC, KYP, and win-win Provide promotional material on fund investment related issues and correct concepts to the public for protecting investor interests. The manual is available for download on SITCA website. Securities Investment Trust and Consulting Association (SITCA)
Full year Understanding channel remuneration information  Align with the competent authority on strengthening protection of investor interests, SITCA created a dedicated section on channel remuneration information for the public. The information can help give the investor further information on channel remuneration to protect their interests when investing in funds.   Securities Investment Trust and Consulting Association (SITCA)
Full year Registered fund sales institution zone SITCA created a dedicated zone to publish the latest list and information of registered SITE and SICE, fund sales institutions, and   SITCA member registry. Securities Investment Trust and Consulting Association (SITCA)
Full year Established a dedicated zone to "Report illegal SICE activity" In order to protect public intersts, SITCA provides the list of registered SICE for public reference, and created a dedicated zone for the public to report on illegal SICE activities. Securities Investment Trust and Consulting Association (SITCA)
Full year Securities investment trust and consulting bi-monthly In order to strengthen the promotion and awareness of financial literacy, SITCA has provided up-to-date   regulatory   policies, SITE and SICE activities, and statistical data of   the industry through publications and its official website. Securities Investment Trust and Consulting Association (SITCA)
Full year 30th Anniversary Publication To allow investors, SITE and SICE better understand the development history of the SITE and SICE industry, SITCA compiled and published the 30th Anniversary Publication. It is available for public reference and download on the SITCA official website. Securities Investment Trust and Consulting Association (SITCA)
Full year International Asset Management Forum SITCA created an “International Asset Management Forum” section on the official website to publish forum related information and event details. Securities Investment Trust and Consulting Association (SITCA)
Full year “Legal Futures” Advocacy The CNFA has announced the list of legal FCMs on the official website and provided the wiping cloth, thermal bottles, hooks, ball-point pens, eco-friendly bags, golf balls as promotional giveaways with “Legal Futures” mark. Chinese National Futures Association (CNFA)
Full year “Taifex After-hours Trading” advocacy area In order to facilitate futures traders to underst Taifex After-hours Trading, the CNFA established a special area on the website, including the risk management principles of futures traders, FAQs and the model reference, etc. Chinese National Futures Association (CNFA)
Full year “AML/CFT” advocacy area In order to strengthen the concept of " Anti-Money Laundering and Combating the Financing of Terrorism " for the people, the CNFA integrated the Anti-Money Laundering and Combating the Financing of Terrorism(AML/CFT) activities, media reports, decrees, propaganda posters, propaganda warnings, etc. Chinese National Futures Association (CNFA)
Full year “Financially friendly service” advocacy area In order to ensure that people with physical and mental disabilities fully enjoy basic rights, equality and reasonable financial services, a special area is set up on the website of the CNFA to serve physical disability, improve the quality of member services, and create a friendly financial environment. Chinese National Futures Association (CNFA)
Full year “Fund Clear” The CNFA has established “Fund Clear” so that investors are easy to get related information on the web. Chinese National Futures Association (CNFA)
Full year Newsletter In order to strengthen the investors’ awareness, the CNFA has provided real-time reports of new policies, products information, market concerns and trading strategies. Chinese National Futures Association (CNFA)
Full year Futures Journal The “Futures Journal” is quarterly published in paper and electronic media, covering topics such as policy advocacy, legal and self-regulatory introductions related to the futures industry, international development trend reports, risk management technology research, academic or business practices, so as to facilitate investors to gain a better understanding. Chinese National Futures Association (CNFA)