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Score
Taiwan
5-10 yearsRegulated in Taiwan
Common Financial Service License
Suspicious Overrun
Medium potential risk
Influence
Add brokers
Comparison
Expose
Exposure
Score
Regulatory Index6.67
Business Index7.33
Risk Management Index0.00
Software Index6.00
License Index6.70
Single Core
1G
40G
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Company Name
Yuanta Securities Investment Trust Co., Ltd.
Company Abbreviation
Yuanta Funds
Platform registered country and region
Taiwan
Company website
Company summary
Pyramid scheme complaint
Expose
Yuanta Funds Review Summary | |
Founded | 1992 |
Registered Country/Region | China Taiwan |
Regulation | FSCSFB exceeded |
Market Instruments | Investment funds, ETFs |
Trading Platform | Mr. Yuanta Fund |
Customer Support | Email, phone, address, Facebook, LINE |
Yuanta Funds is a Taiwan company founded in 1992 and foucuses in fund trading such as investment funds and ETFs. However, it's noteworthy that the broker is currently under the regulation status of FSCSFB exceeded.
Pros | Cons |
Wide range of fund products | FSCSFB exceeded |
Over 30 years' industry experience |
Yuanta Funds holds an FSCA (Financial Sector Conduct Authority) with license no.50354. But the license is suspected to be fake clone, such abnormal regulatory status raises doubts about its legality and credibility.
Regulated Country | Regulated Authority | Regulated Entity | License Type | License Number | Status |
FSCSFB (Financial supervision commission R.O.C.(Taiwan) Securities and Futures Bureau) | 元大證券投資信託股份有限公司 | Common Financial Service License | Unreleased | Exceeded |
Yuanta Funds offers a diverse range of investment products.
Their domestic ETFs, like the 0050 Yuanta/P-shares Taiwan Top 50 ETF, provide exposure to leading Taiwanese companies, while foreign ETFs such as the 0061 W.I.S.E. Yuanta/P-shares CSI 300 ETF allow investors to tap into the Chinese market.
For those looking for leveraged options, the 00631L Yuanta Daily Taiwan 50 Bull 2X ETF offers amplified returns, and the 00635U Yuanta S&P GSCI Gold ER Futures ETF focuses on commodities like gold.
Additionally, the 00679B Yuanta U.S. Treasury 20+ Year Bond ETF provides bond investment opportunities, with potential income sourced from yield stabilization.
With index funds also in their portfolio, Yuanta Funds delivers a comprehensive suite for strategic investment.
Tradable Instruments | Supported |
Forex | ❌ |
Commodities | ✔ |
Indices | ❌ |
Cryptocurrencies | ❌ |
Shares | ❌ |
ETFs | ✔ |
Bonds | ✔ |
Mutual Funds | ❌ |
Yuanta Funds offers a streamlined online account opening process.
Eligible individuals, aged 18 and above, can complete the application with just a few steps, including uploading identification documents and conducting an investment suitability assessment.
New account holders can enjoy a minimum of zero transaction fees for online fund purchases, along with exclusive benefits such as welcome gifts and birthday rewards.
Additionally, Yuanta provides options for establishing foreign currency accounts, enabling investors to capitalize on currency fluctuations and diversify their asset allocation effectively.
Investors can trade with Yuanta Funds via its proprietary platform “Mr. Yuanta Fund”, with an app available on both iOS and Androice phones. Traders can choose the funds they like via this platform.
Yuanta Funds supports funding through icashpay and pxpay plus, investors can make payments through the banks that are linked to these two platforms.
If you want any help or support from Yuanta Funds, you can reach them through email, social platforms or visit them in person in their offices in Taiwan.
In addition, a contact form is also available on its website. You can fill in your contact info on its website and wait for their representatives to call you or email you.
Contact Options | Details |
Phone | (02)8770-7703; 0800-009-968; (04)2232-7878; (02)2717-5555 |
cs@yuanta.com | |
Support Ticket System | ✔ |
Online Chat | ❌ |
Social Media | Facebook, LINE |
Supported Language | Traditional Chinese |
Website Language | English |
Taipei Head Office | 18th Floor, No. 69, Section 2, Dunhua South Road, Da'an District, Taipei City, 106, B1, No. 67 (For customer service-related business, please go to No. 67 B1) |
Taichung Branch | 5th Floor, No. 46-4, Section 2, Chongde Road, Beitun District, Taichung City |
Yuanta Funds is a funds trading company who has over 30 years of industry experiences. It offers its own trading platform on iOS and Android devices. Traders should be cautious about its FSCSFB exceeded regulatory status. Make sure you understand all negatives and drawbacks of the company and accepts the downside before you decide to trade with them.
Is Yuanta Funds safe?
No, the broker currently operates under an FSCSFB exceeded regulation status, indicating that it might not comply the institution's standard.
Is Yuanta Funds good for beginners?
No, the lack of regulation of the company preventing beginners from getting the necessary protection they need.
What trading products does Yuanta Funds have?
Yuanta Funds offers trading in investment funds, bonds and ETFs, etc.
Online trading involves considerable risk, so it may not be suitable for every client. Please make sure that you totally understand the risks involved and notice that the information above provided in this review may be subject to alteration owing to the constant updating of the company's services and policies.
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