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| 1. | Jih
Sun Financial Holding Co., Ltd. | | Since
the inception of Jih Sun Financial Holding Co., Ltd., Jih Sun Securities Co.,
Ltd., Jih Sun International Commercial Bank Ltd, and Jih Sun International Insurance
Agency Co., Ltd. were re-structured as subsidiaries under the financial holding
company. The 2009 business strategies of Jih Sun Financial Holding Co., Ltd. are
described below:| I. | Improve
financial structure; increase overall profitability Through the raise of additional
capital, we shall obtain sufficient funding for group-wide operations while strengthening
The Company's financial structure and reducing overdue loan ratios; we shall also
plan for the optimal asset allocation for each of our business activities to control
operating costs and raise The Company's overall profitability. | | II.
| Integrate cross-selling efforts; create
group synergies Through the sharing of group resources and the promoter of
Jih Sun Ambassador, all business units under the group shall collaborate on cross-selling
to fully utilize our strengths in product diversity and marketing skills. Our
marketing efforts will be allocated based on customer relationship management
and product effectiveness analyses to fulfill customers' diverse needs and create
synergies. | | III. |
Strengthen customer relationships; increase fee income Manage customers' needs
in all aspects, act in customers' best interests to offer the most suitable financial
products, gain customers' satisfaction and trust while increasing the amounts,
as well as the weight, of fee income from various business activities. | | IV.
| Increase returns from less risky assets;
enhance preventive risk management Review and validate the structure of our risk
models. Reduce losses on risky assets of various categories by implementing
operational risk reporting and automated self-evaluation systems, verifying accounting
entries and the data quality of operational losses reported, and enhancing risk
management through Basel II-compliant management and procedures. Focus on developing
less risky business opportunities to improve our overall asset quality. | | V. |
Explore E-commerce opportunities; segment niche customers Establish interfaces
between product platforms to structure an international networked platform and
guide customers toward the use of electronic banking and securities trading systems
for higher operating efficiency. Satisfy customers' need for timely services while
reducing human processing costs. Further more, we shall be enabled to segment
niche customers, introduce more diversity into our service and product portfolios
to capture the demands of niche customers. | | VI.
| Raise customer satisfaction; unleash
full potential of a financial holding structure Satisfy customers' needs by
developing new products based on the customers' characteristics; complement our
efforts with internal customer satisfaction programs such as service ambassador,
secret surveys, and satisfaction surveys via electronic platforms etc. Our goal
is to achieve full-scale improvements in customer satisfaction that brand us the
ideal financial partner. | | VII.
| Promote process restructuring; enhance
cost efficiency Actively improve our various risk costs, credit costs, and
operating costs. Reduce internal operating costs and improve efficiency by restructuring
our existing processes, such as: automated services, improved production efficiency,
organization restructuring, and the implementation of the standardized procedure. | | VIII.
| Establish overseas platforms; raise brand
image Continue promoting businesses in Taiwan, Hong Kong, China, and other
foreign regions through foreign subsidiaries such as Jih Sun CRESVALE, OBU platform,
or other channels in compliance with government regulations and policies. Raise
The Company's brand awareness and brand image through propaganda and marketing
events that eventually improve our overall corporate value. |
| | 2. | Jih
Sun Securities Co., Ltd. | | Security
brokerage shall remain as the main source of income for Jih Sun Securities Co.,
Ltd. in 2009. The authority has re-permitted the short-selling of 150 companies
below their previous closing prices, which shall stimulate more active trading
within the stock market. According to the projections from most market analysts,
the Taiwan stock market index may still challenge the 6,000 level during the second
half of 2009; this shall attract daily trading volumes averaging more than NT$100
billion that will boost the profitability of security brokerage firms. As for
the bond market, market participants expect that the economic outlook for the
first half of the year remains uncertain and Taiwan's Central Bank may continue
to lower interest rates by 3 to 4 basis points. Capital gains from bonds shall
become another profit source for security brokerage firms. In addition, the third
Chen/Jiang meeting is taking place during the first half of 2009, and the signing
of the financial MOU shall introduce more security-related businesses between
China and Taiwan, by loosening restrictions such as the caps of QFII's investments
in the Taiwan stock market. Security brokerage and underwriting between China
and Taiwan shall become the new profit drivers to the financial security industry
in the next few years. On 14 Nov 2008, Fitch Ratings confirmed the domestic
long-term credit rating of Jih Sun Securities Co., Ltd. as "A-(twn)" , the domestic
short-term credit rating as "F2(twn)" , and gave a rating prospect of "negative"
. The business plans of Jih Sun Securities Co., Ltd. for 2009 are described below:
I. Brokerage business: | I. | Brokerage
business: (I) Expand the asset size of our wealth management Group. (II)
Raise sales force productivity. (III) Enhance budget and cost control; ensure
that every dollar is spent in the most appropriate way. (IV) Integrate resources
across business units within the group, strengthen the customer relationship,
create cross-selling synergies, and improve competitive advantages. (V) Raise
customer satisfaction and brand image; intensify training of service staff, implement
ratings-based customer management. (VI) Effectively balance between brokerage
commission discounts and business solicitation; ensure the profitability of our
business growth. | | II.
| Proprietary trading business : consolidate
analyses and opinions from various research units, cautiously select investment
targets and grasp the upcoming trends while stringently monitoring risks of all
aspects to achieve profit stability. | | III. |
Fixed income business: focus on increasing trading profits and fee incomes as
the business development strategy. | | IV.
| Futures proprietary trading business: market-making
for futures and options products; stimulate market trading activities and lower
transaction costs; develop trading strategies for our holding positions; maximize
profitability within the contexts of stringent risk management. | | V. |
Derivatives products business: apart from the introduction and market-making of
businesses permitted by the authority, we shall also structure and issue equity
stock-linked products to provide wider variety of financial services to customers.
| | VI. | Underwriting
and share administration business: expand from our existing base, and intensify
our development of new IPO and SPO customers. Explore public listing opportunities
of overseas Taiwanese enterprises in the local market; introduce share administration
services to underwriting customers and increase fee income. In the future, Jih
Sun shall uphold its belief and core value in perpetual business to provide the
best, the most innovative and the most efficient services to its customers; it
is our wish to become our customers' closest financial partner. While pursuing
for the best business performance, we shall also deliver our promise for all-win
results for our shareholders, employees, and customers. |
| | 3. | Jih
Sun International Commercial Bank Co., Ltd | |
Our prospects in year 2009 are conservative as credit risk remains high following
the economic downturn; the declining economy will continue holding back the domestic
lending volume while the interest spread is expected to be compressed further
under a low interest environment, and the bank's growth in net interest revenues
will be negatively affected. However, the third Chen/Jiang meeting between China
and Taiwan is scheduled to take place in the first half of 2009, and it is highly
likely that the financial MOU (Memorandum Of Understanding) will be signed during
the meeting; this memorandum is expected to benefit financial institutions in
both China and Taiwan. Possible benefits to Taiwanese banks include the upgrade
of China offices into branches, licensed lending and depositing of Renminbi, and
ownership of Chinese banks. Taiwanese banks may be granted the opportunity to
participate in the enormous banking opportunities in China, which shall become
another driving force for the growth of our finance industry. Jih Sun International
Commercial Bank continues to serve its target customers with the utmost innovative
spirit. We shall actively expand our business scope and maximize shareholders
value under the framework of our four major business functions. Business plans
for the current year are described below: | I. | Individual
Financial Services Group (I) Deepen customer relationship; explore value-added
services to existing products. (II) Strengthen asset structure; increase less
risky revenues. (III) Establish distribution network; explore new forms of
commercial opportunities. (IV) Enhance the effectiveness of risk management;
improve asset quality. (V) Employ and retain talented employees; enforce successor
training programs. | | II.
| Corporate Financial Services Group
(I) Implement customer segmentation and provide differentiated services with China,
Hong Kong, and Taiwan as niche markets. (II) Penetrate the Taiwanese market;
increase the scope and depth of customer relationship. (III) Shift our revenue
focus from interest-bearing loans to fee-based income and maintain stable profit
growth. (IV) Actively explore E-commerce opportunities and become the leading
brand name for corporate Internet banking services. | | III. |
Wealth Management Group (I) Expand the asset size of our wealth management
segment. (II) Effectively improve the average productivity of our financial
advisors. (III) Enhance cost control and reduce ineffective expenses.
(IV) Integrate resources across business units within the group, strengthen customer
relationship, create cross-selling synergies, and improve competitive advantage.
(V) Raise customer satisfaction and brand image; intensify training of service
staff, implement ratings-based customer management. | | IV.
| Investment and Proprietary Trading Group
(I) Foreign exchange: actively participate in spot exchanges; seek stable trading
profits through the use of cross-tenor trading strategies. (II) Interest rate:
since credit risk and liquidity risk are still substantial, the Treasury Department
shall reduce credit risk exposure and trade mainly government bonds with sound
liquidity. Interest rate futures and swaps will be attached to interest rate sensitive
assets to manage and hedge against interest rate volatility. (III) Equity:
the trading of equity shall be accompanied by other equity hedging products. Our
goal is to earn stable returns. (IV) Treasury Marketing Unit (TMU): identify
target customers and maintain business volume. (V) Funding: maintain flexibility
in funding sources; maintain sufficient liquidity reserves and adjust the bank's
working capital to meet operational needs; react to the interest rate policy and
manage the bank's funding costs. (VI) Risk management: establish internal
risk management procedures, the trading platform and mid/back office systems for
better trading efficiency and more effective control over risk events. |
| | 4. | Jih
Sun International Insurance Agency Co., Ltd. | | In
the coming year, the company shall focus on raising customer satisfaction in line
with group development strategies and operational risk guidelines for the perpetual
growth of the group. Our overall business plans and guidelines are described below:
| I. | Integrate
distribution channels; promote cross-selling Customize insurance products according
to customers' characteristics and needs, package our products through cross-industry
alliances that maximize market exposure; broaden our product lines and increase
profitability. | | II.
| Enhance risk control; improve business management
The company executes its business development strategies in line with the group's
corporate values. With complete information disclosure, internal control and audit
policies, the company has fully complied with its business guidelines and rules,
and offered appropriate insurance information and recommendations. Our goal is
to maximize shareholders equity and facilitate the perpetual development of the
company. | | III. | Align
with group business strategies; increase profitability The strengthening of customers
relationship through the combination of insurance and other financial products
not only enables integration across group channels but also stimulates growth
which would not have taken place if marketed on a standalone basis, the development
of our insurance products become stabilized as well due to the broadened customer
base. This shall facilitate profit stability among subsidiaries and maximize group
synergies. | | IV. |
Raise the standard of insurance professionalism of associated distribution staff
Conduct regular training for sales staffs; improve the marketing skills and the
certification holding ratio of our sales force to facilitate better understanding
of insurance fundamentals; identify top performing staffs as potential team leaders,
provide advanced trainings that enable further understanding into the profession
of insurance, and expect them to lead team members to develop good insurance selling
habits. |
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