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Fully Fiduciary Discretionary Investment and Custody Service

Fully Fiduciary Discretionary Investment and Custody Service

  1. “Fully Fiduciary Discretionary Investment”, known as “discretionary account operation”, refers to that investor entrusts an asset (including cash, stocks or bonds) to a trustee (such as securities investment trust company, securities investment consulting company or futures managing company), and the professional investment manager of the trustee then performs trading of securities investment and futures according to the terms agreed by both parties, investment policy, risk range acceptable to the investor etc. Fully fiduciary discretionary investment adopts a separation mechanism on the asset investment utilization and custody. The trustee is not obligated for the custody of the trusted property, and a custody institution (such as Chang Hwa Bank) having its credit rating reaching a certain level designated by the settlor is responsible for the custody of the trusted property, and representing the settlor in handling affairs of account opening for securities investment, trading settlement or account affairs handling etc., in order to properly protect the rights and interest of the settlor. It is considered as an investment and financial management method customized for the settlor.

Advantages of fully fiduciary discretionary investment

  1. Provide customized investment portfolio suitable to investor, allocate the investment principle effectively based on the consideration of return and risk. 
  2. Investment operation handled by professional managers, such that investment current condition and performance can be effectively managed. 
  3. Investment property is entrusted to our bank for custody in order to effectively ensure the security of the property. 
  1. Fully Fiduciary Discretionary Investment and Custody Service Flow Chart

Reasons for submitting property to Chang Hwa for custody:

  1. Our bank has extensive experience in custody operation and is familiar with the handling of relevant affairs. Submit the fully fiduciary discretionary investment property to our bank for custody is your best choice.
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Mobile please dial +886-2-412-2222/0800-365-889(Local call only)

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