SinoPac Subsidiaries

Brokerage Business

SinoPac securities maintains a domestic network of 44 branch offices where investors can open a securities account and utilize our brokerage, advisory and related financial services. 

After opening their accounts, investors can place trade orders for stocks, futures, options, and systematic equity investment plans through our friendly front-desk service team or via the company’s electronic platforms using their mobile phone, internet device, voice services, etc. The Company also offers margin trading and short selling, securities-based loans for unspecified purpose, and securities borrowing and lending services to give clients more options for raising funds and trading. Services in addition to these financial investment services include central securities depository services, settlement issues, and consignment collection.

The Company’s online trading website is https://www.sinotrade.com.tw/newweb

Investors may contact one of our staff at any Company business location in Taiwan or call one of the following Customer Service Hotlines: 886-2-0800-038-123 / 886-2-6630-8899

Wealth Management Business

SinoPac Securities has been expanding its reach into the wealth management business in recent years. The Company offers comprehensive employee training and cooperates with established investment companies domestically and abroad to develop and introduce premium investment products into the domestic market, giving clients access to a complete range of onshore and offshore financial instruments and services. The Company’s line of investment and financial planning instruments include mutual funds, ETFs, insurance, onshore/offshore structured products, preferred shares, offshore bonds, stocks listed on exchanges in Hong Kong, the United States, China, or Japan, and securities borrowing and lending.

• Mutual funds: Investors are able to access the trust platform through the Company and invest electronically in funds offered by well-known onshore and offshore fund managers such as Franklin Templeton, BNP Paribas, Allianz, AllianceBernstein, Fidelity, J.P. Morgan, and SinoPac SITC. The platform makes portfolio management easier for investors and is the first system within the entire industry to actively offer such a broad range of user-friendly services.
• Insurance: A combination of resources taken from the  Bank SinoPac, and those created through alliances with more than a dozen insurers including Nan Shan Life Insurance, Cathay Life Insurance, Fubon Life Insurance, and Cardif Assurance Vie (Taiwan Branch), enables the Company to offer a large number of TWD or foreign currency denominated insurance products that offer high quality endowment, family protection, or investment features to suit different investors at different stages of their lives.
• Sub-brokerage services: The sub-brokerage platform enables investors to diversify their portfolios by investing in stocks listed in Hong Kong, the United States, China, or Japan, and taking advantage of growth and upward momentum in developed and emerging countries. Moreover, ETFs can be used for hedging or long-term asset allocation planning or be selected in combination with offshore bonds, preferred shares, and other fixed income products to provide regular dividends. Customized structured products are also available to satisfy different investors with diverse financial planning needs.

Investors may contact one of our staff at any SinoPac Securities business location in Taiwan or call one of the following Customer Service Hotlines: 886-2-0800-038-123 / 886-2-6630-8899

Securities and Futures Investment Advisory Business

The Investment Advisory Department in SinoPac securities aims to provide a diversified range of real-time AI investment services. To efficiently provide our front-line sales teams and clients reliable market information and services, the AI investment service combines big data analysis, simulation, and professional consultant man-machine collaboration.

Our service covers:

• Advisory service: Provide investors with professional consulting platform by establishing the answer database of frequently asked questions for the chat-robot, and through printed or digital documents, seminars, etc., to meet investors’ needs.
• Trading signal service: Apply big data analysis and simulation to develop appropriate investment strategies and trading models for the characteristics of various financial instruments and assist customers to set up exclusive signals and complete trading decisions.
• Channel service: Deliver service to the front-line sales via daily financial consulting service online or unscheduled internal financial products training programs.