Foreign specialist professional with financial expertise

• An applicant shall provide documentary proof of their salary in the financial industry. Documentary proof of salary or tax payment means one of the following:

  • Any annual tax statement issued within 3 years of the application date (e.g., Australia PAYG Payment Summary, Canada T4, Israel 106 Form, Russia 2-NDFL, Poland PIT-11, UK P60, US W-2) to prove that your monthly salary was at average above NTD$160,000. If such certification cannot be presented owing to provisions of tax law, it may, after explanation of the tax law provisions preventing its presentation, be replaced by employer’s certification. (The Certificate of Employment should specify the period of employment, job content/position, and the actual salary received. If the Certificate of Employment does not specify the salary, it should be accompanied by a salary slip to support it).

  • The employment contract of intended future employment in the ROC.

    • Documents not made in Mandarin or English shall be attached with translations. Documents issued in the Mainland area have to be attested and examined by the institutions instituted or appointed by the Executive Yuan, or non-governmental organizations entrusted by the Executive Yuan (Strait Exchange Foundation) in accordance with the rule in Article 7 of“Act Governing Relations between Peoples of the Taiwan Area and the Mainland Area”；Documents from the following countries/regions must be verified by an overseas ROC representative office: Afghanistan, Algeria, Bengal, Bhutan, Myanmar, Cambodia, Cameroon, Cuba, Ghana, Iran, Iraq, Laos, Nepal, Niger, Nigeria, Pakistan, Senegal, Somalia, Sri Lanka, Syria, Philippines, Thailand, Vietnam, Malaysia, and Indonesia.

Proof of work experience is a Certificate of Employment with your full name, company name, position, actual duration of employment, company stamp/seal, or signature of the entity by which the paper was issued.

• An applicant shall provide documentary proof of having held a managerial position in domestic or foreign financial institutions for a total of three years, and shall hold relevant important international financial certificates, such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Financial Risk Manager (FRM), Certified International Investment Analysts (CIIA), Certified Internal Auditor (CIA), Professional Risk Manager (PRM), Fellow of the Society of Actuaries (FSA), Fellow of the Casualty Actuarial Society (FCAS), Fellow of the Institute and Faculty of Actuaries (FIA), Fellow of the Institute of Actuaries of Australia (FIAA), Fellow of the Institute of Actuaries of Japan (SEI-KAIIN), etc.

Proof of work experience is a Certificate of Employment with your full name, company name, position, actual duration of employment, company stamp/seal, or signature of the entity by which the paper was issued.

• The “financial industry self-regulatory organizations” and “financial industry trade associations” referred to above include the following:

1. Self-regulatory organizations: Taiwan Academy of Banking and Finance, Joint Credit Information Center, Financial Information Service Co., Ltd., Securities and Futures Institute, Taiwan Insurance Institute, etc.
2. Financial industry trade associations: The Bankers Association of the Republic of China, R.O.C. Bills Finance Association, Trust Association of R.O.C., Taiwan Financial Services Roundtable, The National Federation of Credit Co- operatives R.O.C., Taiwan Securities Association, Chinese National Futures Association, Securities Investment Trust and Consulting Association of the R.O.C., The National Federation of Certified Public Accountants Associations of the Republic of China, The Life Insurance Association of the Republic of China, The Non-Life Insurance Association of the R.O.C., Insurance Agency Association of the Republic of China, National Taiwan Association of Insurance Brokering Companies, etc.

*If the applicant’s proof of employment indicates that they are/were an “important senior executive of a financial institution,” note that this term as used herein means that the applicant has worked for a total of five years or more in a position(s) at the managerial level or higher at a financial institution(s).

Proof of work experience is a Certificate of Employment with your full name, company name, position, actual duration of employment, company stamp/seal, or signature of the entity by which the paper was issued.

• An applicant shall provide documentary proof that they have held a financial position(s) in a key industry for a total of three years and shall describe concrete successes they have achieved that have been beneficial to the development of the industry. Proof of work experience is a Certificate of Employment with your full name, company name, position, actual duration of employment, company stamp/seal, or signature of the entity by which the paper was issued.

• An applicant shall provide relevant documents that demonstrate their academic qualifications and employment experience in key industries promoted by the government (as specified in the preceding point). These documents should be sufficient to support recognition that they have the potential to contribute to the country’s financial industry and be reviewed and recognized by the FSC.