Short-, Medium-, and Long-Term Sustainable Development Goals and Implementation Status

To effectively manage material sustainability topics, the Company has established detailed short-, medium-, and long-term sustainability targets. The Company conducts annual reviews of performance and updates the targets based on sustainability trends, regulatory requirements, and implementation results before submitting them to the Board of Directors. The Company also reports quarterly to the Board of Directors on implementation progress, with a total of 4 reports submitted in 2025.

Material topic

Climate Change Management

Green Operations and Carbon Reduction Management

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Scope 1 and Scope 2 Greenhouse Gas Management		Voluntarily completed the 2024 inventory ahead of schedule Received recognition from the Financial Supervisory Commission for compliance with the “Incentive Policy for Onshore Funds” and obtained preferential measures	Establish and disclose Scope 1 and Scope 2 emissions inventories, carbon reduction targets, and strategies	Disclose carbon reduction targets in accordance with statutory timelines	Regularly review, examine, and update carbon reduction targets and strategies
Implement a paperless office by introducing electronic document and electronic form systems		Electronic form system: (1) A total of 65 electronic forms have been launched; (2) The total number of electronic form submissions reached 32,588, with usage increasing by 75% Electronic document system: A total of 6,145 official documents and memoranda have been processed, with usage increasing by 65%. Paper consumption: Reduced by 180 packages compared to 2024. Reduced carbon emissions by approximately 554.4 kilograms	Continuously streamline electronic document and form processes to reduce paper-based operations and enhance digitalization	Continuously streamline electronic document and form processes to reduce paper-based operations and enhance digitalization	Continuously streamline electronic document and form processes to reduce paper-based operations and enhance digitalization
Promote office energy conservation activities		Published 2 announcements promoting energy conservation and carbon reduction	Conduct internal energy conservation campaigns to raise energy conservation awareness	Hold 1 energy conservation event every 2 years	Hold 2 energy conservation event every 3 years
Adopt energy-efficient and eco-friendly equipment	Lighting equipment	Replaced over 350 light fixtures at the Taipei headquarters	Gradually replace lighting equipment at the headquarters		Replace lighting equipment at branch offices
	Air conditioning equipment	1. 2 high-energy-efficiency air conditioning units have been ordered, with replacement expected to be completed by 2026 2. Regularly cleaned and maintained air conditioning equipment	Gradually replace air conditioning equipment with energy-efficient models
	Procurement of products with eco-labels	1. Used 174 eco-labeled toner cartridges 2. Achieved 100% use of eco-labeled computer mainframes	Gradually procure office equipment with eco- and energy-saving labels
Waste management		Published 2 announcements promoting waste sorting, including waste sorting illustrations	Starting in 2030, the total volume of waste will be reduced by 1% compared to the previous year

Sustainable Procurement

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Require suppliers to sign the Uni-President Asset Management Supplier Sustainability Commitment		A total of 31 suppliers entered into contracts during the year, of which 26 suppliers have signed the Commitment, resulting in a signing rate of 84%	The signing rate for the Commitment reaches 50%	The signing rate for the Commitment reaches 70%	The signing rate for the Commitment reaches 80%

Material topic

Talent Retention and Development

Healthy and Safe Workplace

Action Guidelines	Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines	2025	2026	2028	2030
Implement occupational safety education and training	Published 2 announcements promoting occupational safety; conducted 1 online occupational safety and health course, with a total of 235 participants Conducted 2 fire and earthquake preparedness workshops	All employees receive occupational safety education and training	All employees receive occupational safety education and training	All employees receive occupational safety education and training
Implement measures to prevent workplace unlawful infringement	The Chairman signed a written statement on the prevention of workplace unlawful infringement Organized an online course on “Prevention of Workplace Unlawful Infringement and Sexual Harassment” for supervisors, with a total of 20 participants	Develop a phased implementation plan for measures to prevent workplace unlawful infringement	Senior executives conduct self-assessments regarding workplace unlawful infringement	All employees receive 1 session of education and training on the prevention of workplace unlawful infringement

Talent Cultivation and Development

Action Guidelines	Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines	2025	2026	2028	2030
Enhance employee compliance awareness and financial expertise	Conducted online courses on the Financial Consumer Protection Act and fair treatment of customers, with a total of 235 participants Conducted online courses on anti-money laundering and counter-terrorist financing, with a total of 235 participants Conducted compliance tests, totaling 52 sessions	All employees receive an average of 4 hours of relevant training annually	All employees receive an average of 4 to 6 hours of relevant training annually	All employees receive an average of 4 to 6 hours of relevant training annually
Promote ESG-related education and training	Conducted online training courses for ESG projects, with a total of 243 participants Assigned 4 supervisors and employees to participate in the “Sustainable Finance Certification Training Course - Advanced Competency Module,” with 2 of them obtaining the Advanced Sustainable Finance Certification	All employees participate in at least 3 hours of training annually	All employees participate in at least 3 hours of training annually	All employees participate in at least 3 hours of training annually

Sustainable Procurement

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Require suppliers to sign the Supplier Sustainability Commitment		Signing rate reaches 84%	The signing rate for the Commitment reaches 50%	The signing rate for the Commitment reaches 70%	The signing rate for the Commitment reaches 80%

Material topic

Financial Inclusion

Implementation of Fair Customer Treatment

Action Guidelines	Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines	2025	2026	2028	2030
Establish an accessibility-friendly financial services section	This is a new target established for 2026	Plan to incorporate an accessibility-friendly financial services section into the official website	Complete the establishment of the accessibility-friendly financial services section	Complete Level A testing and apply for certification
Offer online account opening services at the counter	This is a new target established for 2026	Guide 10% of over-the-counter customers to open accounts online	Guide 20% of over-the-counter customers to open accounts online	Guide 30% of over-the-counter customers to open accounts online
Provide senior-friendly large-print forms and terms and conditions	This is a new target established for 2026	Complete large-print versions for 50% of forms and terms and conditions	Achieve cumulative completion of large-print versions for 100% of forms and terms and conditions	Continuously optimize financial services for seniors

Social Commitment

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Conduct ESG promotion activities		Co-organized the “Blood and Invoice Donation” charity campaign with President Securities, raising a total of 268 bags of blood, collecting over 1,000 invoices, and donating NT$140,000 Co-organized the “Go Paperless with E-Statements, Support Sports Dreams Together” campaign with the Taiwan Fund for Children and Families to encourage the use of electronic statements, and donated NT$500,000 Participated in the “28th TFF-Bloomberg Best Fund Awards” charity campaign, and donated one ambulance	Organize at least 1 ESG event	Organize at least 2 ESG events	Organize at least 2 ESG events

Material topic

Stewardship

Action Guidelines	Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines	2025	2026	2028	2030
Strengthen ESG engagement activities	Engaged with a total of 8 companies throughout the year	Engage with at least 2 companies per quarter	Engage with investees on climate change issues and implement proportional controls over relevant risk exposures	Engage with investees on climate change issues and implement proportional controls over relevant risk exposures
Revise and implement shareholder meeting voting guidelines	Attended and voted at 189 shareholders’ meetings throughout the year, achieving a 100% voting rate	Attend shareholders’ meetings of investee companies, achieving a voting rate of over 90%	Attend shareholders’ meetings of investee companies, achieving a voting rate of over 90% For key companies with contentious proposals, arrange participation in in-person shareholders’ meetings and deliver statements	Attend shareholders’ meetings of investee companies, achieving a voting rate of over 90% For key companies with contentious proposals, arrange participation in in-person shareholders’ meetings and deliver statements
Optimize the preparation and disclosure of stewardship reports	Selected for the “Best List of Due Diligence Governance Information Disclosure” in the “2025 TWSE Best List of Institutional Investors’ Due Diligence Governance Information Disclosure”	Complete the stewardship report in accordance with statutory deadlines, and plan to refer to the evaluation criteria of the Best List of Due Diligence Governance Information Disclosure	Optimize the content of relevant disclosures by referencing the evaluation criteria of the Best List of Due Diligence Governance Information Disclosure	Optimize the content of relevant disclosures by referencing the evaluation criteria of the Best List of Due Diligence Governance Information Disclosure

Material topic

Sustainable Finance

Green Investment

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Investment portfolio greenhouse gas management		Established a mechanism for regular reviews of carbon emission risks in investment portfolios	Promote Scope 3 carbon inventory for the investment portfolios	Complete inventory and disclosure in accordance with statutory timelines Gradually increase coverage	Develop and implement Scope 3 carbon reduction targets

Sustainability Products and Services

Action Guidelines		Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines		2025	2026	2028	2030
Increase customer usage of online trading systems		1. Annual online transaction volume reached NT$32.561 billion, achieving 217.07% of the target 2. Total downloads of the online trading app reached 10,444, meeting the target	1. Annual online transaction volume reaches NT$17 billion 2. Total app downloads exceed 12,000	1. Annual online transaction volume increases by 10%–15% year over year 2. Total app downloads exceed 15,000	1. Annual online transaction volume increases by 10%–15% year over year 2. Total app downloads exceed 15,000

Material topic

Information Security

Information Security Protection

Action Guidelines	Annual Implementation Results	Short-Term Goals	Mid-Term Goals	Long-Term Goals
Action Guidelines	2025	2026	2028	2030
Strengthen education and training to enhance professional capabilities	Completed social engineering drills Conducted information security awareness campaigns and online courses, with a total of 239 participants; all employees completed general education and training on information security A total of 3 information security personnel completed professional information security courses totaling 15 hours or more Obtained 3 information and communications security professional certifications	Conduct social engineering drills once annually Conduct 3 hours of general education and training on information security for employees each year Arrange at least 15 hours of information security courses each year for employees responsible for information security	Implement the ISO 27001 international standard for information security management	Implement the ISO 27001 international standard for information security management
Enhance the resilience of the information security environment	Established Always On high availability for the official website database server	Establish an Always On high-availability service for the official website database server	Establish a remote backup mechanism and conduct regular drills	Establish a business continuity mechanism and conduct regular drills
Conduct business impact analyses for the Company’s core systems	Completed the assessment report on core operational systems and equipment and submitted it to the Board of Directors	Identify the Company’s core systems, conduct a business impact analysis, and submit the results to the Board of Directors	Adopt proactive and preventive measures to reduce risks arising from potential vulnerabilities and strengthen the defense mechanisms of transaction systems	Adopt proactive and preventive measures to reduce risks arising from potential vulnerabilities and strengthen the defense mechanisms of transaction systems
Strengthen cybersecurity	Completed the MDR endpoint defense upgrade Completed the implementation of network segmentation between production and test environments Completed the annual system source code scan Conducted host vulnerability scans, web application vulnerability scans, and penetration tests every six months; two rounds were completed throughout the year	Implement a Zero Trust identity authentication module Implement network segmentation between production and test environments. Regularly conduct system source code scans, host vulnerability scans, web application vulnerability scans, and penetration tests Obtain cybersecurity insurance coverage	Integrate existing network security devices and mechanisms to improve visibility into and responsiveness to cyber threats	Integrate existing network security devices and mechanisms to improve visibility into and responsiveness to cyber threats

President Securities Investment Trust Co., Ltd.