World Investor Week: About

2017 World Investor Week(WIW) in Taiwan

Dates

Event

Introduction

Organizer

5/16/2017~10/25/2017

TWSE 2017 ETF Short Film Competition (limited to Taiwanese citizens)

The TWSE holds an annual competition to invite the creation of lively ETF short films via innovative thinking, aiming to help investors better understand and make the best of the ETF investment tool.

Taiwan Stock Exchange Corporation(TWSE)

09/11/2017~11/3/2017

Online Trivia with rewards

(limited to Taiwanese citizens)

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)

10/2/2017~10/3/2017

Free Classes on Futures and Options for Investors

To facilatate a more widespread understanding of futures market, TAIFEX holds free introductory and advanced classes on futures and options for investors. These classes are in conjuction with TAIFEX's new products and  measures.

Taiwan Futures Exchange(TAIFEX)

10/2/2017~1/5/2018

Offering Virtual Exchange to the Department of Finance of National Taiwan University and the Department of Business Administration of National Yunlin University of Science and Technology.

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)

10/1/2017~12/31/2017

Taifex holds 2017 4th quarter after-hours trading session trading incentive program

To provide investors sound hedging channels and more transaction opportunities and enhance international competitiveness of our futures market, Taifex continues to promote after-hours trading session that was launched on May 15, 2017 and encourage investor to trade.

Taiwan Futures Exchange(TAIFEX)

10/1/2017~12/31/2017

Taifex holds foreign equity index products trading incentive program

This trading incentive program is held with the intention to help investors be familiar with various foreign equity index products 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)

10/1/2017~12/31/2017

Taifex holds 2017 4th quarter FX futures trading incentive program: retailer lucky draw of flight tickets & institutional investor fee rebates

To encourage FCMs and professionals to actively promote the FX products of Taifex and encourage retailers and institutional investors to trade, Taifex holds 2017 4th quarter FX futures trading incentive program. Retail traders can participate in lucky draws of round-trip flight tickets to Paris and Tokyo along with activities of early bird rewards. Both physical DMs and electronic EDMs are distributed to strengthen publicity. Also, specific area is set up to facilitate professionals and investors to query relevant information.

Taiwan Futures Exchange(TAIFEX)

9/1/2017~ 1/31/2018

Taifex holds first semester of school year 2017 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)

9/1/2017~12/31/2017

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)

10/2/2017
10/3/2017

Conduct two TDCC core operation training programs

Topics including tender offer related training programs.

Taiwan Depository & Clearing Corporation (TDCC)

7/3/2017~

Business promotion of lodging securities to the court as collateral

Provide investors with brochures to enhance their knowledge of business operation of lodging securities to the court as collateral.

Taiwan Depository & Clearing Corporation (TDCC)

3/29/2017~12/31/2017

Competition event for the number of installation of e-Passbook (investors and participants)

Promote and encourage investors to apply for and install e-Passbook APP.

Taiwan Depository & Clearing Corporation (TDCC)

10/2/2017
10/3/2017
10/5/2017
10/6/2017

Taiwan Stock Museum Visits

To promote financial literacy.

Taiwan Depository & Clearing Corporation (TDCC)

10/3/2017

Anti-money laundering and compliance session

To cater global trend, TDCC focuses on regulation of anti-money laundering, compliance and internal audit to enhance financial education. We expect to implement anti-money laundering sessions to increase market efficiency and to meet global financial standards.

Taiwan Depository & Clearing Corporation (TDCC)

10/3/2017

Special courses with credits in Taichung: “Regional finance in Asia, financial innovation and trading”

To foster young talents for Taiwan financial services industry, we work with industry professionals and hold the special courses for college students in Taichung city. This 3-credit courses last 54 hours.

aiwan Stock Exchange Corporation(TWSE)
Taiwan Depository & Clearing Corporation (TDCC)
Taiwan Futures Exchange(TAIFEX)

Securities and Futures Institute(SFI)

10/2/2017

10/3/2017

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)

10/5/2017

The article will be published at " Business Today Magazine ".

The introductions of the amendment about the Company Act and Securities and Exchange Act in recent years.

Securities and Futures Investors Protection Center.(SFIPC)

10/5/2017

The article will be published at " Investment Weekly " .

The introductions about the legislative history of the Company Law and Securities and Exchange Act in recent years .

Securities and Futures Investors Protection Center.(SFIPC)

10/3/2017

Held the second field 2017 Investors Protection Forum and the contents of the forum will published in the Commercial Times.

The relation between corporate governance and Investors Protection Forum.

Securities and Futures Investors Protection Center.(SFIPC)

10/2/2017

10/3/2017

“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)

10/5/2017

Financial literacy courses in the general education program for college students

We offer financial literacy courses and work with the general education centers of colleges and universities. Through the courses, students can learn investing 101 and build money management skills.

Securities and Futures Institute(SFI)

10/3/2017

The online prized-quiz game on financial literacy

We are going to launch the online prized-quiz game to promote financial literacy on 16th October 2017. Using the concept of exciting baseball games to design the mini-game, we successfully include financial knowledge in the game. This activity  ends on 15th December 2017.

Taiwan Financial Services Roundtable(TFSR)

Securities and Futures Institute(SFI)

10/2/2017~12/21/2017

“Knowledge is King”: The 14th 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 Financial Services Roundtable(TFSR)

Securities and Futures Institute(SFI)

1/7/2017~30/11/2017

A survey on investment behavior and preference of mutual fund investors in Taiwan

In order to understand the investment behavior and preference of mutual fund investor in Taiwan, we conducted the survey which started on July 2017. We will conclude and announce the results on the end of November, and hope it can be as a reference to improve business operations of the industry.

Securities and Futures Institute(SFI)

9/28/2017~31/12/2017

Taiwan Equity Fund Zone

In order to promote Taiwan equity funds and encourage investors to hold Taiwan equity funds over the long term, SITCA created a Taiwan equity funds zone to provide market outlook, hot topics, and investment strategies. The dedicated zone hopes to attract young investors and improve their understanding of Taiwan equity funds.

Securities Investment Trust and Consulting  Association (SITCA)

Continuing Education for Investors

“Discover Securities Market” ebook

Adopt illustrations, stories and real-life examples and industry experience to produce the contents, enabling high school teachers and students to learn the situation of the securities market.

Taiwan Securities Association(TSA)

Continuing Education for Investors

“How I Invest in the Stock Market” ebook

Use simple language incorporated with real-life examples to explain complicated securities trading and investment risk concepts, enabling green investors to make cautious action in investing after supplementing financial management knowledge.

Taiwan Securities Association(TSA)

Continuing Education for Investors

“Warrants Action” ebook

Educate members of the public to learn warrants and how to invest warrants.

Taiwan Securities Association(TSA)

Continuing Education for Investors

“Warrants Problem Discuss” ebook

Design a quick guide of Warrants Q&A for sales personnel to accurately give feedback to investors when they have queries.

Taiwan Securities Association(TSA)

Continuing Education for Investors

Investment & Financial Management Workshop for High School Students

To enhance high school students' financial management ability; help them establish the correct perspective of investment and financial management.

Taiwan Securities Association(TSA)

Continuing Education for Investors

Subsidy Program for Warrant Course for College/University Students

To improve students at the college/university level with an understanding of financial investment instruments; encourage teachers to lecture concepts and practices of warrant investment, making more students informed with this financial instrument. 

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

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

Mutual fund planning for a better retirement life

In order to assist the public in preparing their retirement fund early, SITCA created a special section on the official website to help the public understand how to better plan a retirement life.

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

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

Promotion the Money Laundering Control Act

We build the website (http://mlpc.twse.com.tw) for promoting the Money Laundering Control Act.

Taiwan Stock Exchange Corporation(TWSE)
GreTai Securities Market(GTSM)
Taiwan Futures Exchange(TAIFEX)
Taiwan Depository & Clearing Corporation (TDCC)
Taiwan Securities Association(TSA)
Chinese National Futures Association (CNFA)

Securities Investment Trust and Consulting  Association (SITCA)