．Accept orders from clients to buy/sell listed securities and forward to TWSE for execution.
． Accept orders from clients to buy/sell listed securities and forward to TPEx for execution.
． Manage custodial services for clients.
． Provide margin financing for securities trading.
． Securities Borrowing and Lending Business.
． Borrowing or Lending Money in Connection with Securities Business.
． Conduct Borrowing and Lending of Funds for Unrestricted Purposes.
． Accepting orders to trade Foreign Securities.
． Futures Introducing Broker Business.
． Electronic transaction operations.
．Customer service coordination process.

． Issue domestic and foreign equity warrants and conduct hedging strategies.
． Launch structured products and conduct hedging strategies.
． Trading of equity derivatives.
． Exchange-traded Note (ETN) Issuance and Hedging Operations.
． New financial product design and development.
． Future and spot trading strategy.
． Stock market maker business.
． Other derivatives financial products approved by the competent authority.

．Trading of publicly listed securities on the TWSE and TPEx, using President Securities’ own funds.
．Trade futures and options markets as a futures trader.
． Expand international investment business involving legally-permitted overseas spot/futures market research and investments.

．Use own capital to trade domestic and foreign corporate and government bonds in the OTC market.
．Offer tendering services of Taiwan government bonds.
．Repo and Reverse-Repo transactions.
．Trade overseas and domestic convertible bonds.
．Provide debt capital market services for overseas and domestic issuers.
．Provide financial market services and product to financial institutions and corporate clients.
．Provide customized structured products for clients.
．Designed Bond Exchange-Traded Notes.
．Securities-related spot foreign currency transaction business.
．Execute foreign currency funding business between NTD and foreign currencies.

．Assist corporations in application for public listing on TWSE or TPEx.
．Assess and advise clients with respect to capital increase plans and applications to convert private equity into publicly traded stocks.
．Underwrite domestic and foreign corporate bonds and foreign financial products.
．Assist in M&A activities; provide consulting services on corporate finance and other specialized areas.
．Other various types of underwriting business and financial advisory business.

．Market making and trading of futures and options contracts on the TAIFEX.
．Market making and trading of legally-permitted foreign futures and options contracts.
．ETF arbitrage, market making, hedging, and trading.
．Spot and futures arbitrage and trading.
．Structured products issuing and trading.
．Spread and volatility arbitrage of domestic and foreign futures/options products.

．Coordinate shareholder services on behalf of publicly listed companies.
．Assist in the coordination of shareholders’ meetings.
．Coordinate the distribution of cash and/or stock dividends to shareholders.
．Manage the issuance and delivery of tax forms to shareholders.
．Respond to shareholder enquiries and legal issues.

．Provide consulting or selling services such as wealth management product asset allocation and financial planning.
．Provide a variety of trading services and products for wealth management, including domestic and overseas funds, foreign bonds, structured products, and bonds with repurchasing agreements.
．Conduct asset allocation for customers through trusts.
．Negotiable securities trust lending business.
．Employee Stock Ownership Trust business.
．Settlement Operations.
．Engage in the wealth management business for high asset clients.