[Notice] Temporary Suspension of the Portfolio Reallocation Scheduling Function on CTBC Bank’s Self-Directed Investment Platform for the Launch of the “Whole-Life-Cycle Investment Portfolio”

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Subject: CTBC Bank’s Self-Directed Investment Platform will temporarily suspend its portfolio reallocation scheduling function in preparation for the official launch of the “Whole-Life-Cycle Investment Portfolio.” Please inform all faculty and staff accordingly.

Details:

  1. Attached is CTBC Bank Co., Ltd.’s Letter No. 1152005908, dated August 19, 2026.
  2. To facilitate the official launch of the “Whole-Life-Cycle Investment Portfolio,” the Portfolio Reallocation Scheduling function on the Self-Directed Investment Platform will be temporarily unavailable during the following periods:
    1. All day on Friday, September 18, 2026
    2. All day on Tuesday, September 29, 2026
    3. From 12:00 a.m. to 6:00 p.m. on Wednesday, September 30, 2026
  3. During the above periods, faculty and staff may continue to log in to the Self-Directed Investment Platform and access account inquiry services. Only the Portfolio Reallocation Scheduling function will be temporarily unavailable.
  4. The Portfolio Reallocation Scheduling function is expected to resume after 6:00 p.m. on Wednesday, September 30, 2026. The Whole-Life-Cycle Investment Portfolio function will also be activated at that time. Faculty and staff may then modify their investment portfolio settings and schedule portfolio reallocations according to their individual preferences.

Whole-Life-Cycle Investment Portfolio (PDF)