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03.2025 Cover Story

Oriental Securities Corporation creates friendly finance from the heart

Oriental Securities Corporation / provided
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415100101        According to statistics from the stock exchange, the number of securities account openings in Taiwan continues to rise, especially among young investors who are adept at utilizing social media and digital platforms to drive the wave of digitization. Nowadays, "digitalization" is not only an advantage in attracting customers, but also a basic equipment for serving customers. This article introduces how Oriental Securities Corporation faces constantly changing customer needs, provides convenient financial services, creates a safe and friendly financial environment, practices social prosperity, and moves towards sustainability.

        415100102        Insight into demand, keeping pace with the times

        Oriental Securities Corporation has been actively engaged in digital transformation in recent years, striving for change and innovation on electronic platforms. From the perspective of customers, it aims to improve the pain points they have reported when using financial services in the past. Through warm and caring services, it hopes to reduce the digital divide between different groups and create a high-quality customer experience.

        1 Simultaneous issuance of numerical certificates

        After the success of "Opening an Online Account with Good BAN Benefits", Oriental Securities Corporation continues to streamline and simplify the information required for account opening. In January 2025, it will launch the "Digital Securities Opening" service, allowing customers to open bank accounts (Far Eastern International Bank, Bankee) and securities accounts in one place at Oriental Securities Corporation. This service eliminates the need to go out, fill out multiple account opening application forms, upload multiple account opening documents, and wait for account opening in two stages, providing customers with a simple, smooth, and thoughtful digital financial experience.

        415100103        2 Electronic Transaction Certificate (CA Certificate) 2.0

        In the past, when applying for or extending electronic transaction vouchers on a computer's web version, it was necessary to first download and install the "Certificate Center", and then follow the instructions for operation. To shorten the customer application process, Oriental Securities Corporation has introduced CA Certificate 2.0, making the application process for the computer version as simple as a mobile app. With just one click and entering the date of birth, it can be completed, making it more user-friendly and convenient for all ethnic groups.

        3 Optimization of trading platform

        To provide customers with a more convenient, stable, and secure operating interface, Oriental Securities Corporation has partnered with Jiashi Information to create a new web-based ordering platform, allowing customers to stay up-to-date with the latest stock market information and win at the starting point. It is expected to be launched in the second quarter.

        4 Multi channel ordering

        Three Bamboo App is currently the software with a high market share among disk viewing apps, Oriental Securities Corporation has partnered with Sanzhu to provide order linking services on its app. Customers of Oriental Securities Corporation can set their login account and password to view and place orders on the Three Bamboo App. It is expected that the Jiashi XQ Global Winner App will be added in the third quarter, providing more diverse ordering channels and further enhancing convenience.

        In addition, given that digitization has become a trend, it is an important responsibility of Oriental Securities Corporation to strictly protect customers' personal information and ensure transaction security. The company continues to improve its information security management mechanism. After obtaining the international standard certification for information security management (ISO 27001:2013) in September 2023, it will be updated to ISO 27001:2022 in 2024. Regular audits will be conducted every year to maintain the effectiveness of the certification and ensure that customers can safely carry out various transactions.

        Fair hospitality and building a friendly financial ecosystem

        In the era of soaring everything, stocks are considered a commodity that can resist inflation, Oriental Securities Corporation actively promotes inclusive finance, enabling all sectors and groups in society to enjoy fair and reasonable financial services or resources.

        1 Small scale investment products (such as regular quota, zero share orders)

        The characteristic of regular fixed amount investment is "disciplined investment", which does not require predicting high and low points, but the concept of "zero deposit and lump sum payment". Small amounts of money can also diversify risks, coupled with time compounding, allowing young petite bourgeoisie to easily enjoy the wealth created by stock deposits through investment tools. They can also receive monthly salary increases through stock dividends.

        Oriental Securities Corporation and its subsidiary Oriental Petrochemical (Taiwan) investment advisory research team carefully select stock targets for clients and dynamically adjust investment targets that are suitable for regular quotas at any time, reducing the time for investors to do their own homework. Meanwhile, in order to enable investors to easily grasp and participate in the popular sustainable business opportunities of the past two years, Oriental Securities Corporation has incorporated ESG assessment factors into its targets and launched ESG concept ETFs for clients to invest in the medium to long term. In the future, in addition to increasing the regular quota number quarterly, we will also continue to promote ESG products or services, hoping to work with customers to contribute to sustainability while investing.

        415100104        2 Financial friendly services

        1. Establishing an "accessible website": based on the concept of human rights equality and caring for vulnerable groups, Oriental Securities Corporation has fully upgraded its official website to an accessible webpage, making it convenient for people with disabilities to browse the internet and achieve the goal of information equality. The new website has also obtained the A-level certification mark of the Digital Development Department's website specification 2.0.

        2. Silver haired service: The securities industry has always been perceived as fast-paced, but when it comes to the elderly, it requires more patience and empathy. Each branch and stock agency department of Oriental Securities Corporation has a "friendly service counter" that provides dedicated personnel and priority assistance in handling services. Auxiliary tools such as reading glasses and magnifying glasses are also available for customers to use at any time.

        3 Inclusive finance education

        The branch actively holds physical investment lectures to promote financial knowledge, in order to enhance customers' understanding of the relevant knowledge and trading rules of the stock market and financial products (such as securities, futures, ETFs, etc.), allowing customers to choose investment strategies that are suitable for themselves, while learning how to flexibly use funds and cope with trading risks. Also promote anti fraud knowledge during the event, and facilitate good communication and interaction with investors.

        4 Fraud Prevention and Customer Care

        Fraud cases continue to emerge in Taiwan, and in order to enhance investors' defense capabilities, Oriental Securities Corporation has established an "Anti Fraud Zone" on its official website, which includes knowledge promotion, a news section, and continuous updates on fraud related news and information. It reminds investors to pay attention to current fraud methods and to carefully judge and verify unknown phone calls, text messages, social media, website advertisements, and other information in order to protect their own rights and ensure property safety.

        Deepen the practice of sustainable DNA and corporate responsibility

                Oriental Securities Corporation is promoting digital and sustainability development transformation, following the Far Eastern Group's philosophy of "taking from society, using for society" for a long time, actively gathering strength through linkage, and collaborating with Banqiao Far Eastern Department Stores, Taiwan Microsoft FE SOGO Department stores jointly organize blood donation Beach cleaning and other public welfare activities; We also call on colleagues to donate second-hand clothes and toys to public welfare organizations. Senior executives of the company also serve as volunteers to assist in the classification, dismantling, and reorganization of toys in the toy sharing park, using practical actions to give back to society and a friendly earth, allowing resources to be reused and love to continue, demonstrating the determination to implement the Sustainability Development policy.

        Last year, Oriental Securities Corporation has been awarded the Outstanding Anti Fraud Evaluation Award by the Stock Exchange, and its sustainability report has received the TCSA Taiwan Corporate Sustainability Award in the "Corporate Sustainability Report Category - Financial and Insurance Industry Group - Category 2" silver level award, demonstrating the company's recognition for its sustainability achievements. In the future, the company's operational growth strategy will integrate sustainable thinking and use an "e-counter" that integrates online application related operations to continuously enhance digital innovation, strengthen fair and just services, and adopt more comprehensive anti fraud measures to assist customers in realizing the long-term value of their assets, protecting their financial security, and working together towards a new vision of sustainable beauty.

        ※ Note: From now until December 31, 2025, Far Eastern Group employees can enjoy a 28% discount on exclusive transaction fees by opening an account through a dedicated QR code. (This activity is only open to group employees and cannot be posted, reproduced, or disseminated.)

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