Stakeholder Communication and Identification of Material Topics

Employees / Stakeholder

Concerned Topic

Talent Retention and Development

Communication Channel

  • Financial wealth management and investment seminars/ investment outlook sharing sessions (When necessary )
  • Customer visits/telephone calls/e-mails (When necessary )
  • Service counters(Permanent)
  • Use Social Media Platforms(Permanent)
  • Member e-newsletter(Permanent)
  • Illegal activity whistleblowing Whistleblowing Channels(Permanent)

Key Communication Points and Achievements for 2025

  • Reminders for routine audits, compliance awareness initiatives, policy announcements, etc.
  • Employee grievance and whistleblowing channels available
  • Regular announcements of important information and various awareness initiatives
  • One information security awareness e-mail was sent to all employees
  • 4 labor-management meetings were held, with a total of 10 representatives from both labor and management
  • 2 meetings were held during the year, where the President reported to all employees on annual business performance, key mid- to long-term development priorities, and sustainable business strategies.
  • Conducted 7 departmental focus meetings and 2 new employee orientation sessions.

Corresponding Section

5.1 Employee Empowerment 
5.2 Safe and Healthy Workplace 
5.3 Employee Benefits and Internal complaint and Communication

Investees / Stakeholder

Concerned Topic

  • Sustainable Finance
  • Stewardship actions
  • Climate Change Risk Management

Communication channels

  • On-site visits and guidance meetings (When necessary)
  • Telephone and video conferencing (When necessary)
  • E-mail (When necessary)
  • Participation in Attendance at investor conferences (When necessary)
  • Adoption of electronic voting for Participation in shareholders’‘ meeting votings (Yearly)
  • Institutional Investor‘s Stewardship Report (Yearly)

Key Communication Points and Achievements for 2025

  • A total of 2,990 on-site visits and guidance meetings were conducted with companies
  • A total of 1,821 telephone and video conferences were held
  • A total of 1 company contacted by email
  • Attended a total of 933 investor conferences
  • Attended a total of 189 shareholders’ meetings
  • nstitutional Investor's Stewardship Report

Corresponding Section

3.1 Responsible Investment and Stewardship 
3.2 Sustainable Financial Products and Services 
4.1 Climate Governance 
4.2 Climate Strategies;
4.5 Green Operations Management

Customers / Stakeholder

Concerned Topic

  • Sustainable Finance
  • Information Security
  • Financial Friendliness
  • Stewardship

Communication Channel

  • Financial wealth management and investment seminars/ investment outlook sharing sessions (When necessary)
  • Customer visits/telephone calls/ e-mails (When necessary)
  • Service counters (Permanent)
  • Use Social Media Platforms (Permanent)
  • Member e-newsletter (Permanent)
  • Illegal activity whistleblowing Whistleblowing Channels (Permanent)

Key Communication Points and Achievements for 2025

  • A total of 295 online and in-person seminars were held, with 7,100 participants
  • Implemented KYC and investment suitability assessment mechanisms, senior customer assessment mechanisms, handled customer inquiries, responded to customer service e-mails, and replied to messages on the official website
  • Provided Measures for Friendly Financial Services
  • Addressed customer concerns and provided wealth management updates through social media interactions, online posts, and replies to comments
  • Regularly sent e-newsletters to members
  • Provided a whistleblowing e-mail address and hotline on the official website

Corresponding Section

2.4 Information Security 
3.1 Responsible Investment and Stewardship 
3.2 Sustainable Financial Products and Services 
3.3 Financial Friendliness

Governments/ Competent Authorities / Stakeholder

Concerned Topic

  • Stewardship
  • Information Security
  • Financial Friendliness
  • Climate Change Management
  • Sustainable Finance

Communication Channel

  • Official correspondence/telephone calls/e-mails (When necessary)

Key Communication Points and Achievements for 2025

  • Cooperated with periodic routine and unscheduled inspections conducted by competent authorities and refined operational procedures

Corresponding Section

2.4 Information Security 
3.1 Responsible Investment and Stewardship 
3.2 Sustainable Financial Products and Services 
3.3 Financial Friendliness 
4.1 Climate Governance 
4.2 Climate Strategies

Communities/NGOs / Stakeholder

Concerned Topic

  • Financial Friendliness
  • Sustainable Finance

Communication Channel

  • Organization of public welfare financial management seminars (When necessary)

Key Communication Points and Achievements for 2025

  • A total of 29 wealth management seminars were held for students, with 1,520 student participants

Corresponding Section

3.1 Responsible Investment and Stewardship 
3.2 Sustainable Financial Products and Services 
3.3 Financial Friendliness

Shareholders/ Investors / Stakeholder

Concerned Topic

  • Information Security
  • Sustainable Finance

Communication Channel

  • In-person shareholders’ meetings (Yearly)

Key Communication Points and Achievements for 2025

  • One shareholders’ meeting was held and recorded in its entirety, during which reports on relevant major matters were made and important questions were answered

Corresponding Section

2.4 Information Security 
3.1 Responsible Investment and Stewardship 
3.2 Sustainable Financial Products and Services

Suppliers / Stakeholder

Concerned Topic

  • Climate Change Risk Management
  • Information Security

Communication Channel

  • Price negotiation meetings (When necessary)
  • Suppliers signing the Supplier Sustainability Commitment (When necessary )

Key Communication Points and Achievements for 2025

  • A total of 26 key suppliers signed the Company’s Supplier

Corresponding Section

2.4 Information Security 
4.1 Climate Governance 
4.2 Climate Strategies 
6.3 Sustainable Well-being

Sustainability contact

upamc.esg@uni-psg.com
Contact department: Operations & Support Division