World Investor Week: About

World Investor Week(WIW) in Taiwan

Dates

Event

Introduction

Organizer

2018/10/1 2018 Investment Seminar  2018 Investment Seminar is a year-long programme from April 24th organized by the TWSE. It provides educational seminars that aims to educate the general public about investment strategy and new trading system. Taiwan Stock Exchange Corporation(TWSE)
2018/10/1 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 2018. 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 2018. Taiwan Financial Services Roundtable(TFSR)
Securities and Futures Institute(SFI)
2018/10/1~10/7 TPEx Trading Mechanism Promotion for Securities Firms Employees To enhance the widespread understanding of our trading mechanism for the securities firms employees, TPEx continues to hold 6 sessions for free around Taiwan. Taipei Exchange (TPEx)
2018/10/1~12/27 “Knowledge is King”: The 15th 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)
2018/10/1~12/31 Printed notepad: “Notes for Investor’s Rights and Responsibilities in 2019” 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)
2018/10/1~12/31 TAIFEX holds “Commodity Futures and Options trading incentive program” This trading incentive program is held with the intention to help investors be familiar with Commodity Futures and Options of TAIFEX. Through the actual participation of futures market transactions, investors may enhance their ability of trading derivatives and the knowledge of investment and financial management. Taiwan Futures Exchange(TAIFEX)
2018/10/1~12/31 TAIFEX holds “FX Futures trading incentive program” This trading incentive program is held with the intention to help investors be familiar with various FX Futures of TAIFEX. Through the actual participation of futures market transactions, investors may enhance their ability of trading derivatives and the knowledge of investment and financial management. Taiwan Futures Exchange(TAIFEX)
2018/10/1~/12/31 TAIFEX holds” foreign equity index futures trading incentive program” This trading incentive program is held with the intention to help investors be familiar with various foreign equity index futures of TAIFEX. Through the actual participation of futures market transactions, investors may enhance their ability of trading derivatives and the knowledge of investment and financial management. Taiwan Futures Exchange(TAIFEX)
2018/10/1~12/31 TAIFEX holds “incentive program for regular hour and after-hour trading session”  This trading incentive program is held with the intention to help investors be familiar with futures and options during regular hour and after-hour trading session.  Taiwan Futures Exchange(TAIFEX)
2018/10/1~12/31 Offering Virtual Exchange to the Department of Finance of National Taiwan University To help investors familiar with the futures trading process, TAIFEX builds Virtual Exchange that offers free mock trading experience to institutions such as colleges and universities to verify what they have learned, enhance trading skills and financial management capabilities, and develop futures expertise. Taiwan Futures Exchange(TAIFEX)
2018/10/1~12/31 Offering Virtual Exchange to the Department of Finance of National Central University To help investors familiar with the futures trading process, TAIFEX builds Virtual Exchange that offers free mock trading experience to institutions such as colleges and universities to verify what they have learned, enhance trading skills and financial management capabilities, and develop futures expertise. Taiwan Futures Exchange(TAIFEX)
2018/10/1~12/31 Short Films on Market Observation Post System Encourage investors to look up reliable disclosed information. Taipei Exchange (TPEx)
2018/10/2 Seminar on SBL and Money Lending  2018 To update the market participants on the latest development in rules and regulations of SBL and Money Lending.
To collect the feedback from the market participants for further market enchancement.
Taiwan Stock Exchange Corporation(TWSE)
2018/10/3~10/4 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)
2018/10/3~10/4 TAIFEX Offers “Free Classes on Futures and Options for Investors” To facilitate a more widespread understanding of futures market, TAIFEX holds free introductory and advanced classes on futures and options for investors. These classes are in conjunction with TAIFEX’s new products and measures.  Taiwan Futures Exchange(TAIFEX)
2018/10/4 Lecture:
Corporate Big Data Strategy and Practice
Big data analysis is already a common core technology behind emerging application areas. If enterprises have big data analysis capabilities, they can quickly interpret their current operations and develop effective solutions. Therefore, if investors understand the big data strategy and application situation of a company, it will help them understand the development potential of the company and make investment decisions. Taipei Exchange (TPEx)
2018/10/4 Publish article in “Business Today” 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)
2018/10/4 Publish article in “Wealth Invest 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)
2018/10/4 Publish article in “Wealth Magazine” 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)
2018/10/4、10/5 Investor Relations Forum Assist listed companies to improve the quality of dialogue and establish effective communication channels with investors, enhance the value of enterprises in the Taiwan capital market. Taiwan Stock Exchange Corporation(TWSE)
2018/10/5 Graduate Institute of Management of National Taiwan Normal University Visiting TAIFEX  Through visiting TAIFEX, students can enhance their knowledge of the Taiwan’s futures market and TAIFEX’s new products and measures.  Taiwan Futures Exchange(TAIFEX)
2018/10/5 “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)
2018/10/6 “Financial Elite Camp for the Youth”: A special program for college students This special program is to open for the college students. We introduce the TPEx listed products and illustrate how to trade them. Also participants will be separate into small groups to discuss the investment strategies and present their ideas.  Taipei Exchange (TPEx)
Securities and Futures Institute(SFI)
2018/10/6 “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)
2018/10/6 TPEx Financial Elite Camp for the Youth Advocate financial knowledge in TPEx products and encourage capital market participation of the youth. Taipei Exchange (TPEx)
2018/10/6~10/7 The 4th 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)
2018/10/9 Launch
(2018/1/1~12/31)
Launch a “Start futures trading with success” section of a professional finance TV program to promote the after-hours trading session of futures market. Launch a “Start futures trading with success” section of a professional finance TV program. Through the discussions of a local well-known host and representatives from futures market during the weekly broadcasting to increase the understanding of after-hours trading session of futures market. Taiwan Futures Exchange(TAIFEX)
2018
April-October
Securities firms ETF trading & ETF market making competition Incite the securities brokers to promote ETF, and the ETF liquidity provider to well perform their function Taiwan Stock Exchange Corporation(TWSE)
2018
June-August
ETF short film contest Enhance investors’ knowledge of ETF and increase investment in ETF Taiwan Stock Exchange Corporation(TWSE)
2018/9/1~11/30 Offering Virtual Exchange to E.SUN Securities  To help industry professionals familiar with the futures trading process, TAIFEX builds Virtual Exchange that offers free mock trading experience to institutions to verify what they have learned, enhance trading skills and financial management capabilities, and develop futures expertise. Taiwan Futures Exchange(TAIFEX)
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 2018, with a total course time of 102 hours. Taiwan Futures Exchange(TAIFEX)
2018/9/1~2019/1/31 TAIFEX holds” first semester of school year 2018 universities and colleges futures and options course subsidy program” This program is to encourage professors and teachers of universities and colleges to give lectures of theory and practice of futures and options with the intention of increasing the understanding of futures and options products of students. Also with the goal to have the knowledge of futures and options spread among campus to promote the long-term development of Taiwan futures market. Taiwan Futures Exchange(TAIFEX)
2018/9/17-11/9 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)
2018/9/21~12/21 Offering Virtual Exchange to the Graduate Institute of Management of National Taiwan Normal University To help investors familiar with the futures trading process, TAIFEX builds Virtual Exchange that offers free mock trading experience to institutions such as colleges and universities to verify what they have learned, enhance trading skills and financial management capabilities, and develop futures expertise. Taiwan Futures Exchange(TAIFEX)
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. There were 66 visits and 3,116 people came in 2017. Taiwan Stock Exchange Corporation(TWSE)
Full year The TWSE Investor Knowledge Network To provide year-round coverage of the latest and most all-inclusive investor information platform.  Please scan the QR code for quick links. Everyone is invited to join the member center and receive quality service which includes emails on events, activities and new products 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. Please scan the QR code for quick links to become a fan, share with colleagues, friends and family online.  Taiwan Stock Exchange Corporation(TWSE)
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors Warrant Action eBook Educate the general public on Warrant products and on how to invest in them Taiwan Securities Association(TSA) 
Continuing Education for Investors Aspects of Warrant  eBook Design Q&A on Warrant for sales personnel to answer to investors’ queries accordingly Taiwan Securities Association(TSA) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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, and has included them into the database for the members of TSA to download. TSA has also continued expanding “Overseas Strategic Planning Database,” adding new sections on Japan, Korea, Philippines, and Mongolia since February 2016, and updating data of 6 countries, including Singapore, Malaysia, Thailand, Vietnam, Burma, and Cambodia to help securities firms’ new operations abroad.  Taiwan Securities Association(TSA) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors 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) 
Continuing Education for Investors “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)
Continuing Education for Investors “Taifex After-hours Trading” advocacy area The CNFA has established “Taifex After-hours Trading” advocacy area on the official website to strengthen investors’ awareness. Chinese National Futures Association(CNFA)
Continuing Education for Investors “Observation Post System of futures trust funds” The CNFA has established “Observation Post System of futures trust funds” and linked to “Fund Clear” website so that investors are easy to get related information on the web. Chinese National Futures Association(CNFA)
Continuing Education for Investors “Money Laundering Control Act” Advocacy In order to help investors to understand the new version of  “Money Laundering Control Act”, the CNFA has provided links to propaganda on the official website. Chinese National Futures Association(CNFA)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors Section for Taiwan equity funds In order to promote Taiwan equity fund and the long term holding of Taiwan equity funds, SITCA established a section for Taiwan equity funds to increase the public awareness and understanding. Securities Investment Trust and Consulting Association (SITCA)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors “High-yield bond fund” and “Emerging market bond fund” pages In order to strengthen the correct investment concepts and risk awareness of the public on investments in high-yield bond funds, SITCA created webpages to introduce high-yield bond funds and emerging market bond funds. The public can reference the pages to understand the characteristics and related risks of their investment products.   Securities Investment Trust and Consulting Association (SITCA)
Continuing Education for Investors Promotion of Regular Saving Plan (RSP) for Taiwan equity funds In order to provide objective fundamental data and investment   strategy suggestions on Taiwan stocks, SITCA established a special section on “RSP for Taiwan equity funds” for public reference.  Securities Investment Trust and Consulting Association (SITCA)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors Overview of the corporate governance structure in Securities Investment Trust Enterprises SITCA published a dedicated column on corporate governance of SITEs on the official website to improve transparency of the SITE industry, build investor confidence, and the improve industry image. Securities Investment Trust and Consulting Association (SITCA)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors 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)
Continuing Education for Investors TDCC Bimonthly publication (Chinese) / TDCC Quarterly Newsletter (English) TDCC released Chinese version Bimonthly publication in electronic form, and English version Quarterly magazine in paper form. The content covers securities, futures, investment funds, government financial policies, market status and international development related subjects for readers to understand better about the above-mentioned issues.  Taiwan Depository & Clearing Corporation (TDCC)
Continuing Education for Investors Short Films on Market Observation Post System Encourage investors to look up reliable disclosed information. Taipei Exchange (TPEx)
Continuing Education for Investors 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 multiple 
Channels. 
Taipei Exchange (TPEx)
Continuing Education for Investors TPEx Institutional Investor Conference In order to introduce good listing companies to our investors, we host a few listing companies performance presentations. Taipei Exchange (TPEx)