元大金控 元大金控 元大金控

Yuanta receives approval to open for business as a securities brokerage, with NTD 650,000 in capital and a location at No. 21 Hankou St., Section 1, in Taipei.

Anticipating the movement of Taipei's business district to the east of the city, Yuanta moves its headquarters to Renai Rd., Section 4, opening up a new area of the city to the financial services sector.

Yuanta completes capital increases, first to NTD 300 million, and then to NTD 1 billion, and expands its business operations beyond brokerage to include underwriting and proprietary trading, becoming a fully integrated securities firm.

Yuanta becomes Taiwan's largest securities broker and, on August 8, is officially listed for OTC trading.

Fuhwa Securities Finance starts to conduct business in the areas of SPO fundraising, subscription loans and underwriting loans, bringing the scope of services of the securities financing business from the secondary market to the primary market. As the securities markets develop, the Company begins to enter other securities-related areas and from 1996 to 1998 increases its investment in Fuhwa Securities, Fuhwa Investment Trust, and Fuhwa Futures.

The Company purchases First Shanghai's 49% equity stake in Yuanta First Securities, making it a wholly owned subsidiary of Yuanta. In September of the same year, Yuanta acquires 92.5% equity of Thailand's Cathay Capital Securities Co., and renames it as Yuanta Securities (Thailand), marking the beginning of Yuanta's expansion into the Southeast Asian markets.

In July, Yuanta completes a merger with Core Pacific and Dafa Securities in Taiwan's first voluntary merger of large-scale securities firms, and changes its name to Yuanta Core Pacific Securities. Post-merger, its paid-in Capital rises to NTD 20.363 billion.

Following the passage of the Financial Institutions Merger Act and Financial Holding Company Law encouraging mergers among financial institutions and integration of financial products across business lines, Fuhwa Financial Holding Company (Fuhwa FHC) is formed on February 4, 2002 through a 100% equity swap between Fuhwa Securities Finance and Fuhwa Securities, enhancing the Company's overall competitiveness. In August, Fuhwa FHC acquires Fuhwa Commercial Bank (formerly Asia Pacific Bank) via share transfer, making it a subsidiary company. To meet legal requirements, Fuhwa FHC sells its entire stake in Fuwha Funds, and then re-acquires Fuwha Funds (formerly Asia Pacific Funds), via share transfer, as a subsidiary company.

In order to grow its customer base and expand its channels, Yuanta Securities announces its merger with Asia Securities. Post-merger, the Company's total locations grow from 98 to 108. In July, Yuanta moves from OTC listing to become a publicly traded company. In September, Yuanta's credit rating is raised to twA, and in December it is raised again to twA+, reflecting the Company's rigorous risk management, strong capital structure, and balanced business development. In November, Yuanta receives international affirmation with its addition to MSCI's weighted indexes.

At the annual shareholder meeting convened on June 29, directors and supervisors are re-elected. Under new executive leadership, efforts begin to restructure the organization along strategic business lines, in which the banking, securities and securities financing operations begin to take on a guiding role for all other, smaller subsidiaries.

On April 2, Fuhwa Financial Holding Company and Yuanta Core Pacific Securities merge. The newly combined entity has NTD 83.1 billion in capital and 220 branch locations around Taiwan. In June, shareholders vote to change the name of the company to Yuanta Financial Holdings. On September 23, the two securities firms under Yuanta Financial Holdings are merged and the name is changed to Yuanta Securities.

On April 2, Yuanta Securities is merged with Fuhwa Financial Holding Company, becoming its subsidiary securities company, and is delisted on the same day.

In order to strengthen corporate governance, Yuanta Financial Holdings and its subsidiaries, Yuanta Securities and Yuanta Bank, establish their remuneration committees. These committees’ major powers and duties include setting criteria for the performance evaluation and remuneration of the management, establishing a structure and system for the remuneration of directors, and reviewing their respective company’s overall human resources strategy so as to assist the board of directors in developing a fair and rational remuneration system and make relevant information more transparent.

During the second quarter of the year, Yuanta Securities is merged with Polaris Securities, Yuanta Futures merged with Polaris MF Global Futures, and Yuanta Securities Investment Trust merged with Polaris Securities Investment Trust. The surviving entities are Yuanta Securities, Yuanta Futures and Yuanta Securities Investment Trust. Since the merger, the company’s positions in terms of its overall securities business, including brokerage, margin trading, electronic trading, re-consigned trading, asset size, and futures and options have consistently ranked number one in the market. As the company continues to widen its lead from industry peers, positive benefits will continue to materialize from the merger with Polaris.

The share transfer for New York Life Insurance Taiwan Corporation shares is completed on January 1; it officially becomes a part of Yuanta Financial Holdings, and is renamed Yuanta Life in March of the same year.

Yuanta Bank purchases TONGYANG Savings Bank (Philippines) and renames it as Yuanta Savings Bank (Philippines). In April of the same year, Yuanta Securities establishes Yuanta Securities (UK).

In March, Ta Chong Bank is merged with Yuanta Financial Holdings and is delisted, becoming a wholly-owned subsidiary of Yuanta FHC.

Yuanta Securities (Thailand) achieves rapid growth, expanding from only 11 branches in June 2016 to 36 branches as of the end of December 2017, along with a market share of 4.1%, giving it a top ten ranking among Thai brokerages.
In December, Yuanta acquires The First Securities Joint Stock Company of Vietnam, raising its equity stake in the company from 44.7% to 99.95%.

In January, Yuanta Bank merges with Ta Chong Bank with the total assets escalated to over NTD1.3 trillion, making it the 7th largest among Taiwanese private banks. With this merger, Yuanta transitions from being an FHC primarily focused on securities, to a more balanced FHC with equal strength in the securities and banking sectors.

In February, First Securities in Vietnam was officially renamed as Yuanta Securities Vietnam with the acquisition of remaining equity of the company completed in November of the same year, raising Yuanta’s equity stake in the company to 100%.

Yuanta FHC was named to both the Dow Jones Sustainability World Index and the Dow Jones Sustainability Emerging Markets Index for the third consecutive year, and was ranked number one in the S&P Global Corporate Sustainability Assessment (CSA) in the category of Diversified Financial Services and Capital Markets out of 174 participating companies, making it the first Taiwanese financial company to win the category’s top position globally.