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Brokerage & Wealth Management
Concord Securities Group owns 16 stock brokerage branches and 3 futures brokerage branches throughout Taiwan (including Taiwan's offshore islands). We are dedicated to pursuing the business expansion in a balanced manner, in order to provide our clients with more diversified and professional services and expand our business scopes in multiple aspects. Our businesses are introduced as follows:
Securities Business
Comprehensive financial services
Concord Securities has deep-rooted brokerage channels that strengthen the competitiveness of the sales team nationwide. In addition to the securities-related services, more intensified support to cooperate with all of the subsidiaries and help to fulfill the cross-selling performance of the group. In response to the surge in the field of Internet and IT drives, the brokerage businesses have been transformed to the basis of "client's needs" via providing individualized services and investment consultation. We have progressively developed a digital financial services model via the financial technology (Fintech) that allows every client use through a mobile device easy access to VIP services that previously only available for high net worth clients. We ensure high credibility as the most reliable partner in the brokerage industry!
As mobile devices become more popular, we enter the new era of digital service, with customer service breakthroughs and innovations in the financial industry by the integration of AI and big data. Concord Securities upholds the principle of "Mobile Phone First," with continued introduction of innovative digital financial services to provide customer-oriented and high-quality securities and financial services.
Trade services
Concord Securities has dedicated efforts in an electronic trading platform with more complete functions, flexible interfaces, and accounting information, and provides various interfaces such as the Web, AP, and APP in order to meet customer requirements for trading and accounting. Meanwhile, in pursuit of stability and speed, the transaction processes involve stringent risk management to provide stable and accountable services.

Digital services
With the increasing use of mobile devices, Taiwan citizens gradually became more dependent on the Line App year by year. Concord Securities specifically applied Line@ on more comprehensive pricing, accounting and other information, and developed digital business cards to allow customers to dial an order line or contact the sales staff, which brings about closer distance with the customer through digital services.

Artificial Intelligence (AI) client service
The client service center adopts voicemail, e-mail, Live Chat (FB) and Smart Chat (LINE@) to build good client relationships with direct, prompt and real-time interaction. Also, via remote connection to help our clients deal with computer problems and solutions. In the future, we will further promote client satisfaction via the AI client service system and 24/7 round-the-clock customer service.


Futures Business
Futures introducing broker business
The company is a futures introducing broker (IB) responsible for accepting the mandate of a futures commission merchant to solicit futures investors for futures trading, accept account opening on behalf of a futures commission merchant, and deliver orders to a futures commission merchant for execution. The company accepts account opening of Concord Futures on behalf of a futures commission merchant, and accepts orders for futures trading, while Concord Futures is responsible for handling all subsequent accounting and risk management.


Sub-Brokerage
Business of brokering trades in foreign securities
The "business of brokering trades in foreign securities" is generally referred to as sub-brokerage, which means that the domestic securities company executes orders on the investment target at foreign securities institutions. Investors can open a sub-brokerage account through Concord Securities , which can be used to execute orders at foreign securities institutions to buy or sell foreign securities.
Concord Securities provides sub-brokerage services so that investors no longer need to open an account overseas to invest in foreign securities, and enables global investment in a familiar environment.

Easy global Investment
Our services include: Transaction of US stocks, Hong Kong stocks, and China stocks (Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect), so that investors can become shareholders of Apple, Facebook, Google, Tencent, Alibaba, Moutai, CATL, etc.
Investors only need to open their own foreign currency settlement account with designated banks for online deposit, which can avoid the trouble of depositing and withdrawing, and enable order execution by electronic trading of Hong Kong stocks and US stocks anytime anywhere.


Wealth Management
Providing our clients with comprehensive investment and financial service
Concord Securities' wealth management team has rich experience in serving petite bourgeoisie, high-asset, freshmen or retired customers. It provides professional investment advice and diversified financial commodities in response to different risks and requirements of various customer groups, and helps customers achieve stable wealth accumulation through asset allocation and risk diversification.

Our wealth management service involves the following business:

  • Distribution of inshore/offshore funds;
  • Distribution of equity linked or interest rate-linked instruments;
  • Distribution of fixed income products;
  • Distribution of insurance products;
  • Distribution of other financial instruments approved by the authority.
In the advent of the new financial era, the customers not only invest in equity, but also stabilize their own financial assets in face of low interest rates and elderly living with overall planning and appropriate asset allocation via various wealth management tools. Through diversification and professional investment, the Wealth Management Services of Concord Securities Corp. provides investors with various domestic and foreign funds, in the aim to gain profit under the stable equity or fixed income market. The securities lending business allows investors to deposit shares for lending, so that they can not only receive dividends, but also loan interests. Meanwhile, investors can also participate in foreign markets through sub-brokerage to obtain shareholding of leading global companies. Solutions on stabilizing assets, and protecting and inheriting wealth can be found with the insurance layout. We have the ability to work with fixed income and financial derivative departments for offering "convertible bonds" or derivatives such as "CLN, ELN" etc., which not only provide customers with new channels for asset revitalization, but also generate diverse and consistent income.

Institutional Services
The Institutional Services Department has an experienced business and trade services team to assist or accompany institutional customers to visit or hold investor conferences, providing various types of customized services to meet customer needs. We provide accurate professionalism and services that meet customer requirements, providing institutional customers with integrated capital market solutions. Features are as follows:

Team-work service
Unlike other companies that only have one relationship manager serving one client, the Institutional Services Department serves clients through close communications to comprehensively integrate the company's internal resources, so that customers can be served by all employees.

Professional consultation
We provide diversified and comprehensive consulting services via strategic alliance and integrating group resources, giving customers the satisfaction of having their problems solved in one visit.

Non-price competition:
We create client loyalty through holding events, including visiting domestic and international factories, exhibitions, investor conferences, lectures, seminars, video conferences, forums, training and resource sharing as well as referrals and etc. We design and plan solutions that can meet individual customer needs to create various customized services.

Trading Platform
Stable and fast trading system
The mobile devices become prevalent and lead to a new wave of digital revolution. Our corporation has kept up with the digital development trends to design a new e-commerce transaction service that is easy to use. In the advent of fintech trends, execution of orders gradually develop towards the microsecond era. Concord Securities has led the industry in launching a new securities electronic trading system, which is the first domestic securities trading system that adopts the open architecture technology to fully introduce open sources. The system provides quick order with a friendly interface, which greatly shortens the order process and time, and immediately displays profit and loss of individual stocks, in order for customers to quickly and instantly check their profit and loss on a single display. Concord Securities is committed to provide investors with a better order interface and transaction efficiency, in pursuit of profit maximization in each transaction.

Smart transactions:
In this rising era of Artificial Intelligence (AI), big data analysis and in-depth learning of technology application, Concord Securities will continue applying these new technology and skills with supplemented professional knowledge by the research experts so as to provide our clients with a smarter trading platform and services. Follow-up building of the trading system such as the AI platform of strategic investment and opinion mining via O2O (Online To Offline) commerce can effectively make our clients satisfied with using real-time online services provided by Concord Securities in different devices and environments.

Customized services
The company provides customized services for electronic trading platforms. After customer experience and feedback, we have set up functions and interfaces that closely match the customer's operating habits and simplified ordering mode, and gradually launched "Quick Ordering" and "Time Weighted Trading," "Dr. Securities Smart Ordering," and "Thousand NT Dollars Share Deposit." In the future, we will continue to satisfy customer needs to satisfy efficient and convenient trading operations.