| Date | Item |
|---|---|
| 2024.02 | Approved by the Central Bank of the Republic of China (Taiwan) to become a foreign exchange securities firm, offering spot foreign exchange transactions in connection with the securities business. |
| 2023.09 | Became the first securities firm to offer “offshore funds that do not have the nature of a securities investment trust fund” to high-asset customers. |
| 2023.09 | Strengthened the aspect of our corporate culture dealing with the fair treatment of customers; Upgraded the Treating Customers Fairly Team to a Committee. |
| 2023.04 | Established the "Operations Center" to integrate and centralize credit reviews, order taking, back-office management operations and customer service in our branches. |
| 2022.11 | Established the Sustainable Development Promotion Team, tasked with proposing and executing policies, systems, and management plans related to sustainable development. |
| 2022.09 | President Chang-lung CHANG LEE assumed office. |
| 2022.07 | SinoPac Securities obtained general clearing membership in Taiwan Futures Exchange’s OTC derivatives clearing services. |
| 2021.12 | SinoPac Securities was permitted by the Financial Supervisory Commission to offer securities trust business. |
| 2021.09 | SinoPac Securities was permitted by the Financial Supervisory Commission to conduct proprietary trading of foreign bonds with high-asset customer. |
| 2021.07 | SinoPac Securities was the first Taiwanese securities firm to offer sub-brokerage dollar-cost averaging plans involving U.S. stocks. |
| 2021.04 | SinoPac Securities obtained the license as a Qualified Foreign Institutional Investor (QFII) from the China Securities Regulatory Commission. |