Promoting Financial Literacy Equality
SinoPac Holdings continues to promote equal access to financial services and financial literacy. For example, in collaboration with Chunghwa Post, it launched interbank ATM withdrawal services to reduce the urban-rural financial service gap. In 2022, SinoPac Holdings established an "Anti-Deception" Volunteer Group, promoting fraud prevention awareness through educational videos, interactive games, and live action plays. In 2025, SinoPac Volunteers traveled to remote and resource-constrained areas to educate 4,445 individuals on fraud prevention techniques and financial literacy courses, safeguarding financial security and promoting financial knowledge equality.
Upturn Bank: Rooting Financial Literacy Education from an Early Age
Bank SinoPac aims to enhance financial literacy among disadvantaged and diverse groups. In 2025, Bank SinoPac organized financial education promotion activities specifically for Indigenous peoples and new immigrant communities. Using experiential “learning-by-doing” course designs, participants learned the importance of consumer decision-making and basic risk management through real-life scenarios. Course topics included basic financial management concepts, fraud identification, and account management, strengthening essential financial security awareness and financial judgment capabilities in daily life. Through scenario demonstrations and interactive Q&A sessions, participants were guided to understand common financial risks and enhance awareness of protecting their own rights and interests. With concrete actions, Bank SinoPac has bridged financial knowledge gaps, connected local social welfare and educational resources, deepened the concept of inclusive finance, and continued promoting inclusive financial education to build a more resilient and sustainable force for social good.
King's Town Bank launched the “Financial Knowledge and Legal Education Promotion Campaign” across six cities and counties, connecting 25 branches and departments to deliver 33 legal advocacy and financial education activities. The program accumulated 1,350 minutes of face-to-face engagement and reached 4,453 students and members of the public. By entering campuses, communities, and various learning venues, the Bank transformed complex financial concepts into relatable language and practical scenarios, ensuring that participants could not only understand the concepts but also apply them in daily life.
SinoPac Securities continues to implement the concept of “rooting financial education from an early age” and actively promotes financial literacy in rural areas. In 2025, SinoPac Securities collaborated with TMU Share Happiness Service Team to jointly organize a Summer Health Education Camp at Wenshui Elementary School in Miaoli. Through an interdisciplinary collaboration model integrating health education and introductory financial literacy courses, the program created a learning experience that was both educational and engaging for rural schoolchildren. Centered on interactive teaching and experiential learning, the camp curriculum covered health management, life skills, basic financial concepts, anti-fraud knowledge, and risk management. Through consumer scenario simulations and practical case sharing, students were guided to understand that money management requires planning rather than pure consumption, gradually cultivating proper financial management concepts and risk awareness capabilities.
Industry-Academia Collaboration
SinoPac Holdings actively promotes an industry-academia collaboration program with Soochow University, with its third phase focusing on three key areas: sustainable finance ecosystem collaboration research, the "Sustainable Operations and FinTech Innovation" forum, and next-generation fintech talent development. Through this partnership, SinoPac and the university explore emerging trends and key needs in sustainable finance, leveraging Soochow University's strong research capacity and academic foundation to co-develop and recruit top talent. Since 2022, Bank SinoPac and SinoPac Securities have respectively collaborated with National Chengchi University and National Sun Yat-sen University to establish an International Finance research institute. The program spans eight years and is built upon a fully English-language teaching environment, dedicated to cultivating internationally competitive Taiwanese professionals in advanced asset management and international finance.
For eleven consecutive years, Bank SinoPac has collaborated with National Chung Hsing University on the "NCHU Xingxueshu Mentorship Program," building a career development platform that helps students prepare early for their future careers. At the same time, the bank actively participates in various industry-academia collaboration projects, including National Taiwan University's Mentorship Program, National Chengchi University's "NCCU Talent Cultivation Program," and National Cheng Kung University's "Career Coaching Program," and has partnered with National Tsing Hua University and National Sun Yat-sen University to offer micro-credit courses, inspiring students to gain insights into the financial industry and professional development through diverse approaches.
SinoPac Securities participated in the Ministry of Labor's "College Workplace Visit Program" at National Dong Hwa University, sharing wealth management and quantitative trading trends, and partnered with Shih Hsin University and Fu Jen Catholic University to promote inclusive finance education.
To provide better financial services and customer experiences, SinoPac Holdings collaborated with its subsidiaries, Bank SinoPac and SinoPac Securities, together with National Chengchi University’s GLORIA 2.0, to jointly organize the “4th SinoPac Holdings Business Competition”. The competition called for proposals in four major themes: “Technology × Sustainability,” “Intelligent Investment,” “Business Innovation,” and “Lifestyle Finance.” The event attracted more than 600 elite students from over 40 universities and colleges across Taiwan, showcasing the limitless potential of innovative business models among the younger generation. In addition to a cash prize of NTD 100,000, the championship team also received internship opportunities at SinoPac Holdings or its subsidiaries.