On Dec. 13, TAI Trust required fund sales institutions to submit report.
TAI Trust informed fund sales institutions to submit annual self-evaluation report.
The report shall be submitted to TAI SITCA as per SITCA's letter dated Dec. 10, 2024.
Provided links to self-evaluation report instructions and online application instructions.
Follows TAI Trust Dec. 2023 required fund sales institutions to submit report #194915.
Document dated Dec. 10, 2024, received from TAI Trust Dec. 13, summarized Dec. 17.
Self-Evaluation Report
The self-evaluation shall be conducted according to relevant TAI FSC's order, letters.
Plus, self-evaluation report is required to be submitted online, and shall be processed with industrial commerce identification credentials or alternatively fixed IP addresses.
Applicable to sales agencies of securities investment trust funds or overseas funds.
The first phase of report submission will be from Jan. 1, 2025 to Mar. 31, 2025.
The second phase of report submission will take place after first phase is completed.
If the fund redemption turnover rate is higher than the overall market turnover rate as reported in Dis0107, an additional email notification will be sent to indicate the reason.
Effectiveness
First phase of report submission closes Mar. 31, 2025.
