Client Services

  • Transfer Agency:(02)6636-5566
  • Trust Services:(02)5589-9968
  • Private School Faculties :(02)2558-0128
  • Custodian Bank:+886-2-55899968
  • Civil Servant And Public Schools Faculties:(02)6639-6550
  • Our client service time is 9:00 - 17:30 Monday through Friday (excluding holidays)

Foreign Institutional Investors/Foreign Individual Investors

According to Regulations Governing Investment in Securities by Overseas Chinese and Foreign Nationals, CTBC Bank may offer custodian bank and domestic agency service for Foreign Institutional Investors/Foreign Individual Investors (FINI/FIDI). The services provided by our bank are as follows:

1. Applying for foreign investor registration at the Taiwan Stock Exchange on behalf of foreign investors
2. Applying for unified business number and taxpayer identification number from the National Taxation Bureau,
Ministry of Finance on behalf of foreign investors
3. Opening asset custody accounts at Taiwan Depositary and Clearing Corporation on behalf of foreign investors
4. Opening demand deposit and securities investment trading accounts on behalf of foreign investors
5. Delivery service for securities trading
6. Calculating net asset value and providing statements
7. Exercising the right of shareholders
8. Notification of important messages from investees
9. Filing reports with regulators
10. Internet Primer Broker service


In addition, CTBC Bank offers an integrated investment service that covers loans in New Taiwan Dollars, securities lending, securities trading, raising capital from the market, and derivatives trading, etc. With its advantage of resources in the financial holding company. You can enjoy the convenience of one-stop shopping. CTBC Bank is your best partner for investing in Taiwan!