Taiwan Depository Launches Trust Service for Retirement Fund Assets

Taiwan’s ageing population is increasing demand for tools that combine retirement investing with long-term care and estate planning. Mutual funds bought through Taiwan Depository & Clearing Corp.’s platform are legally registered under the distributing institution’s name, preventing investors from transferring them directly into a trust account as they might with other securities. Investors previously had to redeem the funds, deliver the cash to a trustee and potentially reinvest it, adding costs and administrative work.

TDCC launched its Elderly Care Trust Service on Aug. 24, 2026, linking its fund transaction platform with bank trust services. The arrangement removes the need for investors to redeem funds, transfer cash and repurchase holdings before placing the assets under trust. Chairman Lin Bing-hui said every distributor on the platform can use the service to cooperate directly with banks and offer integrated retirement, care and estate-planning solutions. TDCC did not disclose initial partner numbers or assets covered.