SinoPac Subsidiaries

Digital investment account - DAWHOTOU

SinoPac Securities has taken the lead in the industry by launching a contactless "Online Account Opening" service, which allows customers to apply for a total of six accounts at three institutions with just one online application. At the end of 2019, SinoPac Securities collaborated with Bank SinoPac to introduce the "DAWHO + DAWHOTOU" online account opening service, becoming the first in the industry to offer a joint account application and progress inquiry service for both banking and securities. In 2022, they further partnered with SinoPac Investment Services to include the online account opening service in the membership application process for SinoPac Investment Services. Investors who complete the account opening can enjoy six types of accounts: a New Taiwan Dollar savings account, a foreign currency savings account, a trust account from Bank SinoPac, as well as the "DAWHOTOU" domestic securities account, sub-brokerage account from SinoPac Securities, and membership with SinoPac Investment Services. This allows both small investors and high-net-worth clients to access SinoPac Securities' digital financial services and in-depth analysis from the SinoPac Investment Services research team.

In 2021, SinoPac Securities launched the intelligent stock trading system "DAWHOTOU App," which has surpassed approximately 800,000 downloads by the end of 2024. The trading scope spans the Taiwan stock market, US stock markets, and options markets, with a total of 20 application scenarios for smart orders. This aligns with the core spirit of "realizing investment profits through knowledge and intelligence." By integrating innovative smart services and tools, the app connects key development strategies such as smart order placement, investment advisory services, and intelligent stock selection.

The "DAWHOTOU App" offers three major features: "Quick Order Placement for Taiwan and US Stocks," "Investment Morning Report," and "Five Forces Radar Analysis," providing investors with a new digital financial experience that includes fast order placement, access to key market information, and stock tracking analysis. In 2024, new features were added, including "Inventory and Real-Time Gains and Losses Disclosure," "Six New Strategies for US Stock Smart Orders," "Japanese Stock Market Trading," "Lightning Order Function," "Generative AI Integration Services," and "Real-Time Gains and Losses Calculator," all aimed at enhancing trading efficiency and decision-making capabilities for investors.

Awards

Wealth Management App - DAWHOFONE

In 2023, SinoPac Securities launched a brand-new wealth management app, "DAWHOFONE," aimed at providing traditional brokerage clients with digital services in wealth management, enabling them to accumulate personal assets and achieve their investment goals. By the end of 2024, the app had accumulated 260,000 downloads. "DAWHOFONE" offers a one-stop asset overview, integrating seven major product categories, including Taiwan stocks, sub-brokerage, options, funds, and bonds, making it a pioneer in the industry. It provides a comprehensive view of the overall asset performance and the inventory performance of various investment products, assisting clients in effectively managing cross-asset allocations.

The app also facilitates thousands of domestic and international mutual fund transactions, featuring four major fund exploration functions to help investors manage their finances online. Additionally, "DAWHOFONE" introduced small-cap overseas bonds, lowering the traditional bond purchase threshold from $10,000 to $2,000, making it easier for investors to allocate bond products and meet their investment needs.

Furthermore, "DAWHOFONE" includes a cloud monitoring mechanism, allowing investors to monitor global market trends in real-time across different markets and assets. Users can set entry and exit conditions to avoid human error, helping maintain disciplined investment practices. In 2024, a new " Latest IPOs " section was added, featuring popular ETFs and funds, while continuously expanding wealth management products and optimizing intelligent assistance functions to meet the needs of investors at various levels.

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Rich Saving Club

The "Rich Saving Club" digital platform offers integrated services for account opening, AI smart services, order placement, and performance management, embodying the concept of a one-stop shopping platform. It provides services for both Taiwan and US stock markets, and is the first to offer independent management of US stock saving accounts. This allows investors to conduct buy and sell transactions within their US stock saving accounts, clearly track investment details, dividend records, and monitor saving performance. In 2024, the platform optimized the "Stock Saving + Securities Lending" feature by integrating the securities lending function, helping clients optimize their holdings. Additionally, it introduced the "DRIP" feature, making it the first securities firm in the market to offer dividend reinvestment for both Taiwan and US stocks. Customers can set it up with one click, and the system will automatically reinvest dividends for them.

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Rich Club

The "Rich Club" knowledge service platform is an industry-first initiative, built on the pioneering concept of "seamless digital services." It integrates three major services: online account opening, product trading platforms, and financial education content. By offering investment knowledge in both text and video formats, it helps investors better understand the capital markets and sustainability-related investment topics.

In 2024, the "Rich Club" content will be further upgraded with the launch of the "Pre-Market Trading Tools" service. Additionally, the platform will debut the "Daily Stock News" pre-market live stream on YouTube, offering investors a quick summary of international market trends and key financial updates.

Awards

AI BUNNY GOOD

The "AI Bunny Good" online comprehensive investment trading service combines factor-based stock selection with financial articles, providing integrated cross-platform application services. SinoPac Securities' DAWHOTOU App and LINE official account's "AI Bunny Good" lead the industry in implementing intelligent quantitative stock selection, allowing investors to experience the digital outcomes of quantitative applications.

This initiative introduces a pioneering journey into quantitative trading knowledge, offering tailored and phased support for investors' diverse needs from account opening to becoming a high-net-worth client. It features "SinoQuant" and produces "Learning BAR! Quantitative Trading," providing a platform for investors interested in automated trading to learn independently and engage in interactive exchanges. In 2024, a brand-new online course titled "SinoQuant Lesson" will be launched to continue promoting knowledge of quantitative trading.

Awards

SinoPac Securities Rich Club ESG website

The "Rich Club ESG website" integrates the research evaluation results of SinoPac Securities and its subsidiary, SinoPac Investment Services, highlighting five key features: the SinoPac+ Corporate Sustainability Rating System, Rich ESG Investment Portfolio, SinoPac ESG Sustainable Series Funds, ESG Funds, and Trend Insights. It is the first in the domestic brokerage industry to create a dedicated ESG website, providing investors with information on global ESG investment trends through a digital platform.

The "Rich Club ESG website" features an "ESG Funds" section, categorizing ESG fund products based on their investment themes and characteristics, covering four major categories of sustainability topics: resources, environment, carbon emissions, and ESG. Over a thousand funds that comply with EU and domestic sustainability regulations are available, allowing investors to complete everything from sustainability knowledge and mutual fund introductions to fund subscription transactions in one stop. This lowers the barriers for general investors to participate in sustainable investments, enabling small investors to quickly understand and engage in the investment opportunities brought by the ESG wave, whether through lump-sum investments or regular contributions.

Awards

Please visit the SinoPac Securities Rich Club ESG website

Open Banking Partner APIs

SinoPac Securities aims to construct a financial ecosystem through strategic alliances and continues to collaborate with multiple FinTech companies to provide and build dedicated program trading APIs. This allows program traders to freely develop trading modules or financial application platforms, jointly creating a prosperous and beneficial new future in financial technology. SinoPac Securities has developed various program trading APIs, offering quotation, order placement, reporting, and historical price data services for domestic and overseas securities and options markets. This includes the increasingly popular Python, which helps program traders discover new trends and rules. To meet the diverse needs of program traders, SinoPac Securities has taken the lead in the market by obtaining qualifications in securities investment and options advisory, gathering various program trading experts to form a professional team that addresses the challenges faced by investors in program trading. Each year, multiple online and in-person quantitative trading seminars are held, bringing together program trading experts, celebrities, and enthusiasts to exchange investment insights.

In addition, SinoPac Securities continues to promote the popularization and development of program trading, expanding its operations and cultivating a quantitative trading clientele. The company applies innovative technology in the field of financial investment to enhance the investment levels of market participants. Since 2019, it has held the "41AI Conference," for six consecutive years. In 2024, the event will focus on fully automated trading, discussing the extensive and in-depth application of AI in investment strategies, innovative trends, and practical trading experiences in the Taiwan stock market. The "Second Program Trading Automatic Trading Competition" will also be held, with a total of 71 teams registered to participate, encouraging breakthroughs in quantitative trading talent and technology. Since the establishment of "41AI Day," it has led more investors to gain a deeper understanding of quantitative trading and accumulate investment knowledge. The 2024 event attracted nearly 400 investors to participate both online and offline.

Awards

For SinoPac Securities' related service information, please visit the official website: Our Businesses - Digital Finance