Skip to main content
CLEC Investment & WealthCLEC Investment & Wealth
  1. Home
  2. Blog
  3. FB Posts
  4. Buying Funds in Taiwan: Bank Fund Fees of 2%-3% Are Very Expensive, Plus Annual Custody Fees
Buying Funds in Taiwan: Bank Fund Fees of 2%-3% Are Very Expensive, Plus Annual Custody Fees
2020/06/23

Buying Funds in Taiwan: Bank Fund Fees of 2%-3% Are Very Expensive, Plus Annual Custody Fees

The post lists preferred fund-buying channels in Taiwan, including Franklin Templeton and FundRich, to reduce transaction fees.

Source:https://www.facebook.com/California.Life.Enrichment.Club/posts/pfbid02tYLYqk5QXRc7hNr3DWZPUKAxyQj4wQTMbJ2VpXdnQgdd59VckUFZyNAcEE7uDySVl?cft%5b0%5d=AZagLeEic0_K9U30KpJFwjmQ4oYCw2YCiocn_R1pvggoVm6jiT3bh-7rqVrlUnmtH91qDg18GkIRp9iUlTfO6QDtPSz2OG6_i_XQW_ZyYMtdSHqNpMZEVCs90ANyzrURUmm9JNn0KzNn8StRudX2VJl6AJ0NHkuoNSauYi9OIiBT7w&tn=-UK-R

[Buying funds in Taiwan: fund purchase fees through banks of 2%-3% are very expensive, and there is also an annual custody fee of 0.2%.] Easy Investment Chat CLEC Investment Channel. Post date: June 23, 2020

The best ways to buy funds in Taiwan:

  1. Open an account with Franklin Templeton Investments and buy the Franklin Technology Fund and Franklin Growth Fund with zero subscription fees. Remember to use one of the ten partner debit banks, such as CTBC, Hua Nan, Taishin, SinoPac, Mega, First Bank, Taipei Fubon, Cathay United, Chang Hwa Bank, and the post office, to save on inbound and outbound transfer fees.

  2. If you want to buy other funds I have introduced, the currently selected Morgan Stanley U.S. Growth Fund and JPMorgan Funds - U.S. Technology Fund (USD) (accumulation) should be enough.

You should open an account at FundRich. It has zero fees or very low fees, about 10% of the normal fee. FundRich can buy Morgan Stanley U.S. Growth Fund and JPMorgan Funds - U.S. Technology Fund (USD) (accumulation), but it does not sell Franklin Technology Fund or Franklin Growth Fund.

If you do not want to open fund accounts on the two online platforms above, you can use Cathay United Bank. Buying funds through banks has very expensive fees of 2%-3%, although sometimes there are discounts.

Franklin e-account offer 2020/04/15 (Wed) to 2020/06/30 (Tue): Technology Fund regular investment / lump sum zero-fee offer

https://event.franklin.com.tw/....../latest-offers......

Home | FundRich - Online Fund Sales Platform

[https://www.fundrich.com.tw/](https://l.facebook.com/l.php?

u=https%3A%2F%2Fwww.fundrich.com.tw%2F%3Ffbclid%3DIwZXh0bgNhZW0CMTAAYnJpZBExRTFCQ2pYVzlCV1ZoWDV2dHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR5Q2X9m2rvmXCqutsCftgH2iWwM9juRyEbWPSf2FPqjM1MIFfiIPkIdYyCr0w_aem_6x9l0Td3fWfsu9_7-wFAgQ&h=AT165BjQn6l13nS_kt6BgfwzGe6NbeGkzbpRGF8-ykNlUvc8HdftGb3o93CTEOlmRA_0lohhnD0-6DHCh-TTEp1Q3xg6qlQPNsMMjXIOZRAyx7IZspROafoHKvgus5BRI2uEY8qJAziBGpRm&tn=-UK-R&c%5b0%5d=AT3dCZ3-vNPmKR_L_uE6Iu9g-rm6R73xm6BK6vHyY6VhNLYSKl4c5TP4WXxUE38qax5gy5msRy0hQGQ6mM45Bt0EWURMUENuDZd6R2UMx1xgrJ_Z-OQse9twxkbhfBp7kU0iymNbvyThEwcpymIrRQEAfjjspgbmndJJVpDm64fP3YAi1tImFl3GfHFxEl4)

FundRich - Online Fund Sales Platform account opening link

[https://www.fundrich.com.tw/openAccount/](https://l.facebook.com/l.php?

u=https%3A%2F%2Fwww.fundrich.com.tw%2FopenAccount%2F%3Ffbclid%3DIwZXh0bgNhZW0CMTAAYnJpZBExRTFCQ2pYVzlCV1ZoWDV2dHNydGMGYXBwX2lkEDIyMjAzOTE3ODgyMDA4OTIAAR5Guehr8DjTYvUZCY4S9LTRNtB5Vo_i2A5YHDKMtpcIOwJHtWOO1I6xEQ_C_w_aem_eBorC-kSXGxJQCXAkauAyg&h=AT3OavGQjZWqMSYGh1jN0rqVRLftpd9zmFxJFwvJQP4r6iQ8KmubVwZ1WAJinL-Po_fQ5y-a79YVEcK-vT03L9tdxw4DkbaNrYv8k-RLc9Tyf68xbxvQptIxzqosQb-wTa3997vUUHFsL_Zj&tn=-UK-R&c%5b0%5d=AT3dCZ3-vNPmKR_L_uE6Iu9g-rm6R73xm6BK6vHyY6VhNLYSKl4c5TP4WXxUE38qax5gy5msRy0hQGQ6mM45Bt0EWURMUENuDZd6R2UMx1xgrJ_Z-OQse9twxkbhfBp7kU0iymNbvyThEwcpymIrRQEAfjjspgbmndJJVpDm64fP3YAi1tImFl3GfHFxEl4)

All Posts

Author

avatar for CLEC Investment & Wealth
CLEC Investment & Wealth

Categories

  • FB Posts

More Posts

[Investing Mindset] - Buying at the Takeoff Point!
FB Posts

[Investing Mindset] - Buying at the Takeoff Point!

Over the past few decades of investing, I cannot say my results were brilliant, but I did roughly beat the market. The performance looked decent, yet I missed many key opportunities to build wealth.

avatar for CLEC Investment & Wealth
CLEC Investment & Wealth
2016/07/16
What Zhonghua Market Lost Was Not Just Buildings, but the Youth and Warmth We Can Never Return To
X Posts

What Zhonghua Market Lost Was Not Just Buildings, but the Youth and Warmth We Can Never Return To

My memories are vivid. For four years in college, I took the bus along Zhonghua Road every day to Fu Jen Catholic University.

avatar for CLEC Investment & Wealth
CLEC Investment & Wealth
2026/06/25
Chapter 89: On Focus and Insight
James: History and Today

Chapter 89: On Focus and Insight

Hello teacher, I remember that a few weeks ago my teacher talked about Lao Gao’s film about life and luck in the video. I later read a book called "The Science of Luck", which mentioned an experiment that left me a little confused about the balance between concentration and insight, so I wanted to ask the teacher for his thoughts. The experiment was like this: A research team recorded a video of a basketball game and asked the participants to continue to count the number of players wearing jerseys of different colors during the video. After the experiment, many people counted correctly.

avatar for CLEC Investment & Wealth
CLEC Investment & Wealth
2023/12/12

Newsletter

Join the community

Subscribe to our newsletter for the latest news and updates

CLEC Investment & WealthCLEC Investment & Wealth

CLEC content, long-term investing tools, and source materials for learning and independent review.

X (Twitter)Apple Podcasts
Tools
  • Start Here
  • Related
  • Investing Tools
  • Nasdaq-100 DCA Calculator
  • Asset Allocation Simulator
  • Global ETF Comparison
  • Global Nasdaq & S&P ETF Map
  • Mainland China U.S. Index QDII Comparison
  • QQQ returns by year
  • SPY returns by year
Resources
  • Blog
  • Documentation
  • Video
  • The CLEC Handbook
  • Database
About
  • About Us
  • Contact
  • FAQ
  • Waitlist
  • Changelog
  • Roadmap
Legal
  • Cookie Policy
  • Privacy Policy
  • Terms of Service
  • Disclaimer
  • Anti-Fraud Notice
© 2026 CLEC Investment & Wealth. All rights reserved.·Sitemap