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FIL Securities Investment Trust Co. (Taiwan) Limited

FIL Securities Investment Trust Co. (Taiwan) Limited
富達證卷投資信託股份有限公司
Address:
11F, 68 Zhongxiao E. Rd., Sec. 5, Xinyi District, Taipei City, Taiwan, 110
台北市信義區忠孝東路5段68號11樓

Tel: 2730-2200
Fax: 2376-1783
Website: www.fidelity.com.tw
Company Description:

Who we are & what we do

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals.

We invest USD $272 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. Our clients range from pension funds, central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for USD $80 billion in assets under administration.

Our history

Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Fidelity’s commitment to Taiwan

Fidelity has established its presence in Taiwan since 1986 and was one of the leading foreign asset management groups in the market. Since then, Fidelity demonstrated its great commitments to Taiwan by providing insightful and forward looking market analysis and investment trends. In 2000, FIL Securities

Investment Trust Co. (Taiwan) Limited (“SITE”富達投信) was established and successfully created several

NTD denominated funds for Taiwan investors. In 2002, FIL Securities (Taiwan) Limited (“FIST”富達證券) was established, leading the market to build up “FundsNetwork,” a product platform, where offered a number of offshore funds by various global esteemed asset management companies and quality customer services to assist investors to achieve their lifetime investment goals. In order to consolidate resources and increase management efficiency, FIST was consolidated into SITE via a business transfer approach at the end of August 2016, resulting in SITE being the sole legal vehicle in Taiwan. SITE becomes an one-stop shop capable of offering services to Taiwanese investors relating to offshore and onshore funds, discretionary investment businesses and other related matters. As of end of August 2016, there are 73 offshore funds registered in Taiwan.

 

*Data as of June 30, 2016

Fidelity, Fidelity International, the Fidelity International logo and F symbol are trademarks of FIL Limited.

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