Financial Health

We leverage our financial expertise to foster the growth of SMEs and startups; support youth, seniors, and women in achieving financial independence; and promote financial inclusion by providing financial education and tailored products to economically disadvantaged groups, creating a “people-centered” financial environment.

Pioneering App for Regular Stock Investment by Young Investors

In 2017, Cathay Securities launched a service that allows customers to make regular investment contributions to Taiwanese stocks. Since then, the company has continuously optimized its offerings to meet user needs, introducing the industry-first “My Day Contributions” function, while also lowering the threshold for U.S. stock investments and launching the “Smart Contributions” and “Dividend Reinvestment” functions.

Pioneering Financial Service Stations to Enhance Everyday Convenience

By the end of 2024, Cathay had established financial service stations across 185 townships in both Taiwan’s main island and outlying islands. Among these, 40 are areas identified by the Banking Bureau as requiring additional financial branches. In total, the stations have served more than 150,000 people.

Building a Senior Health Safety Net

As Taiwan enters a super-aged society, demand for long-term care continues to rise. Cathay is, therefore, actively promoting innovative products and services to help mitigate the gap in insurance for older adults and satisfy growing demands for long-term care. For details, please refer to Section 3.1.2 Building a Senior Health Safety Net of the Sustainability Report.

Advancing Financial Inclusion

To promote financial inclusion, Cathay provides diverse and comprehensive products and services tailored to the general public, financially disadvantaged groups, small and medium-sized enterprises, startups, youth, and women. These efforts effectively enhance the accessibility and convenience of financial services both domestically and abroad. For details, please refer to Section 3.2.3 Inclusive Financial Products and Services of the Sustainability Report.

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