Do well while doing good with funds! In the Capital Market Roadmap announced by the Financial Supervisory Commission (FSC) in December 2020, the FSC entrusted the TDCCto partner with the Securities Investment Trust & Consulting Association (SITCA), Securities and Futures Institute (SFI), as well as scholars and experts. Together, they mapped out a Retirement Planning Platform that adds charity to the investment equation. The platform will serve as a novice-friendly system for the Taiwanese people to build the financial cushion that will fund their retirement.

TDCC organized a platform introduction workshop for fund companies on March 19, 2021, and the event was well-received by a lot of participants from the fund industry. As explained, the Retirement Planning Platform will provide different types of onshore funds and offshore funds with well-diversified categories such as equity funds, bond funds, and asset allocation funds. The said funds all meet the requirements set by investment professionals that suit the investor’s retirement portfolios well. The platform will be equipped with screening tools for investment options to help investors select funds that fit their investment plans. In addition, the government hopes to raise public awareness that retirement planning is part of people’s daily lives, so the platform is also driving social engagement for charity as it sparks people’s interest in investing. The plan is to motivate young people to start preparing for retirement early and help those in need by utilizing the power of investment.

The Retirement Planning Platform will be available in the FundRich Securities ecosystem in July this year. The primary purpose is to foster a long-term investment planning mindset and an attitude of being accountable for their gains and losses. The platform will offer discounts on the funds listed explicitly only if investors choose the systematic investment plan (SIP) as well as make continuous payments over 24 months. The discount package encourages steady and disciplined investing over the long run by making investors more engaged in the project.

To have the best retirement, we need to start from this very moment. Retirement planning doesn’t mean to prepare for it when you’re retiring. The new system will help you plan ahead for financial security in retirement and is coming soon to serve budget-conscious investors like you.