Taiwan Depository & Clearing Corporation

Guided by the Financial Supervisory Commission (FSC) and developed by the Taiwan Depository & Clearing Corporation (TDCC), the Taiwan Individual Savings Account (TISA) was officially launched on June 30, 2025. TISA provides investors with the opportunity to open dedicated accounts at fund distributors and subscribe to high-quality, expert-selected TISA funds that feature low management fees and zero subscription fees. To mark the occasion, TDCC held a TISA launch event at the Courtyard by Marriott Taipei on July 16. Present at the ceremony were FSC Chairperson Dr. Jin-Lung Peng, Securities and Futures Bureau Director-General Chen-Shan Chang, and Ministry of Finance Taxation Administration Director-General Hsiu-Ling Sung, among other distinguished guests, ushering in a new era of financial planning for all citizens.

During his address, Chairperson Dr. Peng expressed his gratitude to TDCC for implementing the TISA system, integrating resources from various institutions, and partnering with the FSC to realize government policy goals. These efforts aim to raise public investment awareness, strengthen individual financial autonomy and savings, and help citizens meet the financial challenges of an ultra-aged society. Bing-Huei Lin, Chairman of TDCC, emphasized that the TISA mechanism exemplifies public-private collaboration. TISA initially focuses on mutual funds, with plans to expand into stocks and ETFs in line with future policy developments. He remarked that TISA’s successful experience represents a significant step forward in Taiwan’s pursuit of becoming an Asian Asset Management Center.

Under the FSC’s guidance, TISA accounts have been set up within the existing TDCC framework, incorporating input from the Taiwan Securities Association (TWSA), the Securities Investment Trust and Consulting Association (SITCA), the Trust Association of the R.O.C. (TAROC) to simplify operations and establish effective management. In addition, TDCC has assembled a committee of scholars and industry experts to rigorously review and select eligible TISA funds, ensuring investors’ quality choices. In the first round, 16 fund share classes from 10 fund houses have been approved, with additional fund applications under review.

** Photo caption: On July 16, TDCC hosted the TISA launch ceremony, with FSC Chairperson Dr. Jin-Lung Peng (6th from left), TDCC Chairman Bing-Huei Lin (6th from right), Ministry of Finance Taxation Administration Director-General Hsiu-Ling Sung (5th from left), and Securities and Futures Bureau Director-General Chen-Shan Chang (4th from left), among other dignitaries, jointly presiding over the launch ceremony.**

For user convenience, TDCC has established the “TISA Account Inquiry Platform,” offering investors a free and easy way to view and consolidate their accounts—accessible via both its web portal and the “TDCC e-PASSBOOK” app, enabling flexible, cross-device access and greatly enhancing the overall digital user experience.

TDCC will continue its promotional campaign “TISA Launches - Invest for a Brighter Future,” working in collaboration with the TWSE, TPEx, TAIFEX, TWSA, SITCA, TAROC, and SFI to jointly promote public understanding of the TISA mechanism and encourage more people to open TISA accounts.

Please note: Fund investments are subject to gains and losses. Please read the prospectus carefully before investing. To learn more information about TISA features, current tax incentives, TISA funds, distributors, and account-related inquiries, please visit the TISA Account Inquiry Platform at https://tisa.tdcc.com.tw/