Talent Cultivation and Development
Cultivate Talent First; Then Grow the Business
At E.SUN, we firmly believe that talent is the cornerstone of sustainable corporate development. As E.SUN enters its fourth decade, in response to the rapidly evolving financial landscape and the deepening focus on sustainability, the Company places increasing emphasis on the inheritance of its core values and leadership capabilities. Through continuous development of finance professionals with strong expertise and diverse capabilities, E.SUN strengthens its long-term competitiveness and organizational resilience. A systematic talent development framework is established based on four key dimensions—Define, Discover, Develop, and Deploy—to cultivate next-generation leadership pipelines, enhance succession readiness, and ensure the continuity of critical competencies and leadership.
To support sustainable talent development, E.SUN has built a comprehensive and wellstructured career development and training system. Training programs cover management practices, humanities, financial expertise, sustainability, and digital transformation, while systematic mechanisms are in place to assess cultural alignment, commitment, personal traits, leadership potential, and professional capabilities. This ensures talent development remains closely aligned with organizational strategy and supports the realization of long-term sustainability goals.
Cultivate the Next Generation of leaders
"Learning is an endless journey; excellence is a challenge with no finish line." E.SUN applies a systematic talent development strategy, offering programs such as "LEAD Program: Leadership Development Program" and "Hope Engineer Cultivation Program", tailored to different managerial levels. These leadership training programs develop core competencies in strategy, management, and execution to strengthen our leadership pipeline.
Leadership Development Program
Designed for future leaders, the program focuses on four modules: "Strategic Thinking & Management", "Innovation, Technology, and Sustainability Transformation", "Global Perspective and Local Operations", "Leadership & Growth." The program combines expert lectures and benchmark visits to stimulate innovative thinking, while incorporating elements such as humanistic aesthetics, art experiences, and a 100K cycling challenge to strengthen resilience and team cohesion.
Through a four-month Action Learning Project, participants apply methodologies such as logical analysis, hypothesis-driven thinking, and strategic planning, reinforced by coaching and mentorship and paired with business scenario validation, to achieve cultural continuity and organizational transformation in practice.
Hope Engineer Cultivation Program (Mid-level Manager)
Aimed at strengthening the managerial and professional capabilities of mid-level leaders, the program is structured around five key pillars: ""Corporate Culture and Strategy,"" ""Leadership Training,"" ""Professional Competencies,"" ""Marketing and Communication,"" and ""Humanistic Perspective."" Courses are delivered by experts in economics, technology, and management, strengthening both the professional depth and strategic perspective of participants. Through Master Forum, a 13K run, and curated art experiences, participants are exposed to diverse perspectives that foster multidimensional thinking. Sustainability initiatives, including beach clean-ups and tree planting, further reinforce the translation of environmental awareness into concrete action. In its final phase, the program applies the SPTS strategic framework to guide action project workshops, leading participants from problem identification and root cause analysis to the formulation of actionable strategies. This ensures that learning outcomes are effectively translated into measurable organizational performance, shaping leaders with both disciplined execution and humanistic depth.
Learn moreSustainability Transformation and Digital Empowerment
"Talent is a critical leading indicator of our success." E.SUN views a sustainable talent ecosystem as a core driver of long-term growth. Through sustainability transformation and digital empowerment programs, E.SUN strengthens future-ready capabilities, fosters shared growth, and delivers positive social impact.
Sustainability Transformation Talent Development Program
E.SUN strengthens employees‘ ESG mindset through structured talent development, with sustainability-related topics embedded across all function-specific training modules. By integrating sustainability principles with financial expertise, the program aims to provide training or reskilling to mitigate negative effects of industrial or climate transition changes and foster a positive cycle between sustainable practices and business performance, enhancing E.SUN’s readiness to address global climate challenges. In addition to internal training, employees are encouraged to participate in external sustainability programs and seminars. Through diverse volunteer activities, E.SUN employees actively put sustainability into practice, reinforcing E.SUN's commitment to a sustainable future. E.SUN has established "Sustainability Development Division" (formerly the Sustainability Office) primarily responsible for formulating sustainability strategies and governance frameworks. All supervisors and team members have obtained Foundation- and Advanced-level sustainability certifications. In addition, E.SUN has developed over 200 certified Sustainable Finance Managers. Through dedicated organizational structures and certification reimbursement programs, E.SUN continues to strengthen its sustainability expertise, supporting the execution of sustainability strategy.
AI Enablement Talent Development Program
While solid financial expertise remains our foundation, AI and digital transformation are rapidly redefining the industry. To stay ahead, E.SUN integrates technology directly into our talent development ecosystem, equipping our people with the mindset and skills to thrive in this digital era.
A Top-down Approach to Driving Digital Transition
In 2025, E.SUN launched the "AI Manager Development Program" and "AI Governance Program" to equip managers with essential AI capabilities. Through guidance from professional mentors and peer learning within alumni communities, the programs strengthen practical application and foster a collaborative learning culture. Certification reimbursement further encourages continuous digital learning, enhancing overall workforce competitiveness to meet the evolving demands of the financial industry.
Aligning with Best Practices to Cultivate Digital Talent
To stay aligned with global best practices, E.SUN hosted events such as "E.SUN AI Day" and "Copilot Day" in 2025. In collaboration with leading technology partners—including AWS, Google Cloud, and Microsoft—these events feature case sharing,cross-functional workshops, and hands-on sessions, building teams and networks across the organization. Together, they build both strategic perspective and practical tool capabilities, while aligning organizational vision for AI development and laying a strong foundation for digital transformation and sustainable technology advancement.
Training Outcomes of Sustainable Transformation Talent Development Program
| Item | Indicator | 2023 | 2024 | 2025 |
| L1 Reaction | Course satisfaction | 97.40% | 95.40% | 93.20% |
| L2 Learning | Sustainability Online Training Completion Rate | 100% | 100% | 100% |
| Sustainability Course Completion Rate | 98.34% | 93.35% | 97.40% | |
| L3 Behavior | Volunteer participation | 18,161 | 18,759 | 18,670 |
| Sustainability Certifications – Foundation1 | 84 | 283 | 775 | |
| Sustainability Certifications – Advanced | - | 1 | 45 | |
| Sustainability Team (Number of employees)2 | 54 | 67 | 73 | |
| Sustainability-related Units (Number of employees) | 20 | 11 | 28 | |
| L4 Results | Green Loans (NT$ M) | 73,152 | 107,189 | 137,555 |
| ESG-linked Loans (NT$ M) | 57,920 | 76,846 | 104,841 | |
| Loans to ESG industries (NT$ M) | 267,524 | 297,039 | 357,316 | |
| Total sustainable loan (NT$ M)s | 352,114 | 419,031 | 521,355 | |
| ESG Consumer finance loans (NT$ M) | 8,836 | 163,524 | 169,606 | |
| Cumulative Sustainable Bond Issuance (NT$ 100M) | 233.8 | 263 | 298 | |
| Cumulative Sustainable Bond Underwriting (NT$ 100M) | 259.3 | 272 | 291 | |
| L5 ROI | Indicator: Profit / Program related costs | 72.28 | 105.3 | 151.99 |
- "Sustainability Certifications – Foundation" includes: Basic Test on Sustainable Development, Certified Sustainability Finance Professional, Certified Sustainable Business Professional, CFA Sustainable Investing Certificate, and Sustainability and Climate Risk (SCR).
- Sustainability Team includes Sustainability Division (E.SUN FHC) and the sustainability-related business units across subsidiaries.
Developing Well-Rounded Financial Professionals
E.SUN has established a comprehensive talent development framework to cultivate well-rounded financial professionals. Through blended learning and practice-oriented programs, the Bank continuously strengthens employees' financial expertise and professional capabilities.
Corporate Banking Talent Development Program (E.SUN Bank)
E.SUN Bank is recognized as a leading brand in serving SMEs. Through a modular curriculum, the program systematically develops corporate banking professionals from Assistant Relationship Managers (ARM) to Relationship Managers (RM), progressively enhancing their knowledge and skills.
Training covers core areas such as credit analysis, financial statement analysis, and risk management, while also incorporating global trends, regulatory developments, and corporate banking practices to build sustainability awareness and business capabilities. A blended learning approach— combining pre-course self-learning, interactive sessions, and case discussions— further enhances learning effectiveness.
Wealth Management Talent Development Program (E.SUN Bank)
With a strong commitment to safeguarding customers' wealth, E.SUN builds a solid professional foundation across market research, financial products, taxation and wealth succession planning, risk management, and sustainable finance.Structured development pathways support certifications such as Eldercare Financial Planning Consultant, Family Trust Planning Consultant, CFP, and AFP. In collaboration with the Wealth Management Institute (WMI), Singapore's lead training provider for private banking and wealth management, the program incorporates international expertise through case discussions and experience sharing, strengthening risk discipline and advisory capabilities.
Securities Talent Development Program (E.SUN Securities)
Aligned with annual training plans, E.SUN Securities delivers structured programs for new hires and management, including onboarding training, mid-level managementprograms, overseas product training, agile management, and climate and nature-related workshops.
Professional development programs are conducted on a biweekly basis using a modular approach, strengthening advisory, presentation, and digital capabilities. Through both online and offline learning formats, the program enhances service quality, deepens client relationships, and fosters internal knowledge sharing, supporting both business performance and long-term career development.
Asset Management Capability Enhancement Program (E.SUN Asset Management)
E.SUN Asset Management adopts a comprehensive competency development framework to strengthen employees' expertise in financial and investment management. The program focuses on key areas including regulatory compliance, product development, FinTech applications, ethics, investment research and analysis, and internal audit and control. Through diverse and practice-oriented learning mechanisms, it enhances organizational professionalism and governance quality, building a highly trusted and competitive asset management team.
Learn moreA Diverse and Innovative Learning Organization
In response to the rapidly evolving financial landscape, E.SUN recognizes innovation as a core driver of sustainable growth. Through mechanisms and the passing down of experience—such as "Cultural Education and Exchange," "Innovation Competitions," "Senior Mentorship Program," Master's Forum," and 'Job Rotation Programs Aiming for Development"—we drive cross-cultural and cross-functional collaboration, strengthening teams and networks. We empower our employees to break free from silo thinking and expand their horizons, transforming diverse perspectives into a key competitive advantage that drives continuous organizational progress.
Learn moreTalent Attraction and Retention
At E.SUN, we firmly believe that "Talents are both a leading indicator and a key indicator." E.SUN embraces talents from diverse fields in order to find the right partners. Through talent development-oriented performance management, competitive compensation system, and comprehensive welfare measures, the bank continuously improves various human resource policies and establish multiple communication channels so as to enhance talents' sense of belonging, making E.SUN the happy second home for employees.
Recruiting a Diverse Pool of Professionals and International Talents
Countries, industries and enterprises all need outstanding talents to generate momentum for innovation and progress. E.SUN has been deeply committed to nurturing Taiwan's financial, technological and cross-border professionals, and has actively dedicated to ESG field and cultivating international talents by collaborating with industrial partners, governments, academia, and research institutions. Leveraging financial influence to work toward the goal of being the international finance-leader.
International Talents' Attraction and Cultivation
| Item | Description |
| E.SUN Bank ASEAN Scholarship | Encouraging outstanding ASEAN talents to study in Taiwan, and cultivating them with international expertise and capabilities. Inviting those scholarship winners to join inE.SUN charity events. |
| Staffing of international talents | In response to the wave of internationalization, E.SUN has increased the hiring number of international talents since 2020 to strengthen the bilingual financial service in the banking system in Taiwan. |
Collaboration with Industries and Academia
| Category | Item | Description |
| Industries | E.SUN AI Open Challenge | Upholding the idea of "enterprise members name the issues and participants solve the problems", E.SUN has been holding the Artificial Intelligence Open Challenge since 2019, inviting AI professionals to solve real financial problems with AI, thereby finding a better solution to sophisticated fin-tech decisionmaking. |
| Governments | College of Global Banking and Finance | E.SUN collaborated with governments to nurture excellent international finance talents by becoming one of joint contributions of National Chengchi University and National Sun Yat-Sen University. |
| Academia | Internship programs | E.SUN provided students aspiring to work in the financial industry with internship programs during each semester and summer/ winter vacations to help them establish the right work attitude and improve their adaptability and competitiveness. |
| Scholarships | Cultivating talents in financial, technological, humanity, and nursing fields, and those from countries of ASEAN, through sponsoring on campus activities, financial courses and scholarship, and in so doing leave a nice impression on the staff and students of the academia. | |
| Research | E.SUN AI and FinTech R&D Center | E.SUN has been committed to applying AI technology to various scenarios. Through the close collaboration between academia and the industry, results of research were successfully put to practical use and have thus enabled us to provide great financial services in fields such as risk control, operations, and marketing. |
Performance Management
E.SUN's performance management system is designed to support the company's overall development strategy through the establishment of concrete directions and goals by each unit, based on Roles and Responsibilities (R&R). It seamlessly aligns individual performance with unit goals and adopts a design emphasizing both development and governance, including real-time feedback, periodic reviews, and long-term talent cultivation, to assist units in achieving their objectives.
Annually, except for employees with less than three months of tenure in the current year, 100% of employees are required to complete the annual performance management cycle. Through two-way communication and one-on-one performance discussions, clear explanations and guidance are provided to ensure target implementation and continuous improvement, enabling the collective achievement of organizational goals. Moreover, ongoing, informal touchpoints between supervisors and employees inspire motivation, cultivate professional capabilities, and promote organizational learning and growth. Regarding team performance, E.SUN implements an annual unit-based performance evaluation system to connect strategic objectives with key performance indicators, strengthening accountability and performance outcomes to drive sustainable operational value and overall profitability in the pursuit of business excellence.
Performance Management
| Evaluation Mechanism | Frequency | Execution |
| Team-based Performance Appraisal | Once a year | Headquarters units establish unit performance appraisal indicators, including business performance, foundational initiatives, and core management, in alignment with the company's development strategy. Business units translate organizational objectives into action plans to support strategic development. Based on these objectives, each unit sets team performance goals and cascades them into individual goals. To help ensure the achievement of team goals, individual performance evaluations take team performance results into account as an additional factor. In addition, the appraisal indicators incorporate teamwork-related behavioral criteria, including the ability to support a diverse and inclusive workplace and to respect and share different cultural perspectives, thereby reinforcing the achievement of team goals. |
| Management by Objectives (MBO) |
Once a year | Supervisors and employees collaboratively define clear and measurable individual goals, performance indicators, and corresponding weightings based on unit objectives, and formulate action plans accordingly. They conduct regular performance discussions to review implementation progress, adjusting goal directions and action plans as necessary. |
| 360-Degree Feedback System | Once a year | By providing feedback from various dimensions, E.SUN helps supervisors achieve self-awareness regarding their strengths and weaknesses in order to improve their leadership and management capabilities. E.SUN offers guidance in both Chinese and English on its digital learning platform, including development courses and explanations of management competencies to empower local and overseas supervisors to pursue continuous self-evaluation and effective professional advancement. |
| Immediate Feedback | Ongoing | By leveraging real-time feedback, E.SUN ensures effective day-to-day management and performance assessments. Additionally, the Bank conducts mid-year performance reviews, dynamically evaluating t he execution status of goals and making timely adjustments as n ecessary. Furthermore, performance improvement plans can be initiated based on situational needs. |
| Performance Improvement Plan | Once a year | A performance improvement plan will be implemented for employees requiring performance alignment to assist them in reviewing these shortfalls and setting clear, measurable enhancement goals. Supervisors will provide guidance, concrete action plans, and developmentplans to continuously improve the performance of the employees and the team, thereby promoting employees' long-term career growth. |
Competitive Compensation System
E.SUN's compensation policy is structured around position-based salaries and performance-based incentives, and E.SUN is committed to providing employees with compensation that supports the local living wage standard. Starting salaries for all positions exceed the minimum wage required by the Labor Standards Statutes. At E.SUN's main operating location in Taiwan, the average monthly salary for both male and female general employees is twice the statutory minimum wage. For non-employee workers, E.SUN reviews their salaries annually through supplier management (including the signing of commitment letters and self-assessment questionnaires) to ensure they are not lower than the minimum wage. (The minimum wage is determined annually based on indicators such as national economic conditions, per capita income, consumer prices, and the minimum cost of living.)
E.SUN participates in an annual market salary survey to review and maintain competitive and reasonable compensation levels. Fixed pay includes the base salary and various allowances, determined by professional skills and market standards. Variable pay comprises bonuses and remuneration, which are awarded based on job responsibilities and performance contributions.E.SUN upholds both internal and external equity by practicing the principle of equal remuneration for men and women, thereby ensuring complete gender pay equity across our compensation framework . In 2025, there were no significant differences in the female-to-male remuneration ratio across identical employee categories in Taiwan . We continuously monitor the gender pay gap to ensure that employees can realize their potential in a fair environment and enjoy equal opportunities for career development and remuneration.
Additionally, E.SUN has designed a diverse long-term incentive program that incorporates tangible and intangible achievements across various dimensions —including financial outcomes, business operations, brand value, sustainability (ESG), talent cultivation, employee retention, and risk management—to motivate executive managers, key professional talents, and all employees to focus on long-term comprehensive performance. E.SUN has been continuously selected as a constituent stock of the TWSE RAFI® Taiwan High Compensation 100 Index since 2018. Tied closely to the organization's long-term business outcomes, the program incorporates deferred and clawback mechanisms to enhance motivation and retention, continually driving business performance and promoting sustainable operations.
Diverse Long-term Incentives
| Profit-sharing for Employees' Compensation | Profit-sharing is distributed to employees in the form of shares. |
| Deferred Bonus | According to our Long-term Incentive Reward System, we provide key professional talents with E.SUN Phantom Shares. These shares are deferred for five years and tied to the future stock price,thereby motivating talent to drive long-term comprehensive performance. |
| Long-Term Performance Excellence Incentives | Those who achieve an "outstanding" rating for two consecutive years are eligible for early promotion. For those who achieve an "outstanding" rating for three consecutive years, the company expands their variable pay and provides diversified financial and non-financial incentives, including advanced professional training. |
| Employee Stock Ownership Program | Employees can flexibly plan their fund contributions based on their individual needs, while the company provides incentive bonuses three times a year, maintaining a participation rate that has exceeded 90% for three consecutive years(which will be adjusted to four times a year starting in 2026). In 2025, it allocated over NT$310 million for these incentive bonuses. |
| Seniority Rewards | Seniority rewards are designed to honor long-serving employees for their valuable contributions. Employees with ten years of service tenure will receive a plaque and a bonus via credit card payments. In 2025, a total allocation exceeding NT$20 million will be distributed as rewards. |
Inclusive Labor-Management Relations
E.SUN upholds fairness and respect in the implementation of labor policies and their underlying principles, fostering a culture of equality, inclusion, and open communication. We strive to create a work environment that safeguards human rights and ensures these values are fully integrated into our employees' daily work and the company's corporate culture.
| Working Hours Management | Recognizing that excessive overtime negatively impacts productivity and valuing employee well-being, E.SUN enforces a clear working hours management policy. The company establishes a maximum working hours policy and complies with regulations stipulating that standard working hours must not exceed 40 hours per week, and overtime does not exceed 46 hours per month. Employees are required to have at least one day off each week, and consecutive working days cannot exceed six. E.SUN conducts self-audits to ensure that employees are accurately and fully paid for their overtime work. |
| Paid Annual Leave | E.SUN's annual leave policy is more generous than that stipulated by the Labor Standards Act. Employees with over three months of service are entitled to a proportional number of paid annual leave days. To encourage work-life balance and well-being, employees with 10 or more days of annual leave are advised to take at least one break of three consecutive days; those with 15 or more days are encouraged to take at least one break of five consecutive days. Supervisors can utilize Tableau to review employees' annual leave usage and gain a comprehensive understanding of the team's overall leave status. These leave days do not affect their wages or social protection benefits. |
| Insurance and healthcare | In addition to fulfilling statutory labor and health insurance obligations, E.SUN actively seeks to expand social protection coverage for workers beyond public programs. We provide comprehensive group insurance—encompassing accident, life, critical illness, cancer, and hospital and accident medical coverage. Furthermore, we offer subsidized health checkups that exceed local statutory requirements, demonstrating our proactive commitment to employee well-being and a high-quality workplace. |
| Labormanagement Agreements | The Company and its subsidiaries safeguard labor and management rights in strict accordance with applicable regulations. To foster harmonious labor relations, we ensure communication channels remain highly accessible and employee perspectives are systematically valued. Furthermore, we regularly engage with workers' representatives on working conditions to maintain alignment and trust. Our governance framework also mandates proactive protective measures, explicitly setting minimum consultation or notice periods before mass terminations to ensure all organizational transitions are managed with transparency and respect. |
Employee Support Measures
E.SUN firmly believes that "satisfied employees come first, then satisfied customers." By implementing a friendly workplace, strengthening maternal care, promoting health initiatives, and encouraging family involvement, we create better support measures for our employees.
| Flexible Work |
|
|
| Support for Diversity |
|
|
| Family-Friendly |
|
|
| Employee Well-being |
|
|
| Overseas Protection |
|
|
| Pre-Pregnancy |
|
|
| Pregnancy |
|
|
| Childbirth |
|
|
| Breastfeeding |
|
|
| Childcare |
|
|
| Psychological Resilience |
|
|
| Physical Health |
|
|
| Festival Care |
|
|
| Employee and Family Care |
|
|
| Team Cohesion |
|
Transition Program for Retiring Employees
- At E.SUN, we provide comprehensive retirement protection through the establishment of an Employee Savings and Shareholding Trust. In 2025, the employee participation rate reached 94.2%. Employees can determine their own contribution amounts, while the company makes three matching contributions each year (to be increased to four times starting in 2026). In 2025, the company's matching contributions exceeded NT$310 million.
- We offer a special eldercare trust project for E.SUN employees, encouraging colleagues to plan their asset allocation early to secure their retirement living.
- Provide education and training on financial consumer protection, anti-fraud, elderly-friendly services, information security, and occupational safety and health.
- Provide individual counseling services under the Employee Assistance Program (EAP) and a preretirement interview mechanism.
- For employees with outstanding performance or special contributions, in addition to statutory pension benefits, we grant additional retirement bonuses.
- For employees covered by the Labor Standards Act, E.SUN makes monthly contributions of 2%–15% of their salary to fully funded pension reserve accounts.
- For employees who joined the company on or after July 1, 2005, or who have opted into the Labor Pension Act scheme, E.SUN makes mandatory monthly pension contributions of 6% of their wages in accordance with the law.
- For overseas employees, pension contributions are made in accordance with local laws and regulations.
Workplace Equality and Sexual Harassment Prevention Measures
E.SUN places great importance on workplace equality and the practice and values of gender equality. We provide marriage subsidies and other benefits to employees in same-sex marriages, in support of Taiwan's national policies on gender equality. We have also long promoted the prevention of sexual harassment by organizing gender mainstreaming seminars and workplace gender equality and unlawful infringement prevention training courses every year to raise awareness of gender equality, with a total of 7,938 participants in 2025.
To handle sexual harassment complaints, we have established the "Guidelines for the Establishment of the Gender Equality in Employment Committee of E.SUN Financial Holding Company and its Subsidiaries" and the "Guidelines for the Prevention, Complaint Handling and Disciplinary Measures for Sexual Harassment of E.SUN Financial Holding Company and its Subsidiaries." We have set up dedicated sexual harassment reporting channels and defined principles for investigation, review, and disciplinary actions, thereby providing clear institutional protection for whistleblowers. E.SUN has established a Sexual Harassment Complaint Review Committee chaired by a Deputy President. The committee consists of nine members, with women accounting for more than half of the membership, and it is clearly stipulated that investigations must be completed and cases closed within two months from the day following receipt of a complaint. In 2025, there was one substantiated case of sexual harassment at E.SUN Financial Holding. The Sexual Harassment Complaint Review Committee, adhering to the principles of objectivity, fairness, and professionalism, investigated and reviewed the case, provided the victim with necessary support measures, and offered assistance programs and counseling services, thereby fulfilling our corporate social responsibility to care for employees. In addition, we provide diverse reporting channels and consultation services to ensure that employees receive necessary support when needed, including:
- Establishing the E.SUN Bank Guidelines for Handling Workplace Bullying Complaints.Within seven business days of receiving a complaint, a designated officer is assigned to commence the investigation, which must be completed within one month. The investigation report must be jointly reviewed by the second line of defense and submitted to the President for approval.
- Setting up dedicated sexual harassment reporting channels, including a hotline, a dedicated fax line, and a dedicated mailbox.
- Ensuring that the Sexual Harassment Complaint Review Committee conducts investigations based on objectivity, fairness, and professionalism, and imposes appropriate disciplinary actions according to the review results.
- Providing counseling services through the Employee Assistance Program (EAP).
Diverse Communication Channels
Diverse Communication Channels
E.SUN We encourage employees to join the union to safeguard their freedom of association,with the union membership rate reaching 14% in 2025. To foster a positive labor-management relationship, we hold regular labor-management meetings every quarter. In 2025, we conducted four meetings, discussing eleven topics, including attendance based on the official calendar announced by the authorities, workdays and holidays, special leave regulations, overtime procedures, and the implementation of flexible working hours based on operational needs. These labor-management agreements apply to all employees (100%). Since the union has not requested collective bargaining agreements, no such agreements have been signed to date. E.SUN's internal system includes various communication channels such as the "CHRO Mailbox," "Employee Feedback Zone," and the "E.SUN Community Bulletin Board," which encourage colleagues to voice their opinions. These channels are managed by dedicated personnel for timely and appropriate handling, creating a psychologically safe environment that allows employees to feel secure and confident.
Employee Engagement in 2025
| Target Group | All Employees |
| Objectives | Understanding the diverse voices of employees regarding their long-term development, we will plan subsequent improvement measures based on significant suggestions and trends. |
| Topic | The dimensions include talent development, career development, rewards and incentives, performance management, employee care and benefits, job satisfaction, purpose, employee happiness, and adaptation to work-related stress. |
| Response Rate | 96.5% |
| Engagement Level | 87.6% |
| Survey Results | E.SUN communicates its organizational development strategies with employees through knowledge-sharing seminars. After each session, anonymous feedback questionnaires are distributed to understand employees' job satisfaction, organiza tional commitment, and suggestions for continuous improvement o f appraisal and compensation systems. We also actively communicate with managers and employees, and incorpora te these insights into the results of the engagement survey to define enhancement directions. In addition, companywide virtual town hall meetings are held to exchange views and directly address employees' questions. |
| Improvement Measures |
|
Historical Employee Engagement Levels
| 2022 | 2023 | 2024 | 2025 | |
| Managers | 92.30% | 94.00% | 92.00% | 93.40% |
| Non-Managers | 81.50% | 87.00% | 81.70% | 85.00% |
| Overall Engagement Level Note | 85.00% | 88.10% | 84.90% | 87.60% |
| Response Rate of the Questionnaire | 88.70% | 89.00% | 92.40% | 96.50% |
Note: The overall employee engagement includes employees of E.SUN Financial Holding Co., Ltd.'s domestic and overseas branches, securities, venture capital, and investment trust units.
Learn moreHealthy and Safe Friendly Workplace
Healthy and Safe friendly workplace
E.SUN endeavors to continuously optimizing employee health care and workplace safety measures, It has established the "E.SUN FHC Occupational Safety and Health Policy," which has been approved by the Board of Directors, demonstrating a strong commitment to workplace safety. By implementing hazard identification and risk assessment, we proactively minimizes potential hazards and risks. Meanwhile, we provide diverse health promotion activities, and maintain the health of employees, unite the cohesion of employees and their families, and serve as a reliable pillar throughout employees' careers.
Occupational Health and Safety Management System
In 2018, E.SUN Bank became the first financial institution in Taiwan to obtain certification for the ISO 45001:2018 Occupational Safety and Health Management System. The certification applies to all employees and contractors. Annual third-party surveillance audits are conducted to ensure the system remains effectively implemented throughout the certification period, and recertification was successfully completed in 2025. Each year, occupational safety and health affair managers and representatives from various departments jointly carry out hazard identification and risk assessment discussions and implementation. The Bank has maintained a record of zero fatalities and zero serious occupational accidents. While monitoring performance indicators, we places greater emphasis on post-incident care, providing comprehensive case management and vocational rehabilitation support to ensure affected employees receive adequate rest and medical care.In the event of a non-traffic occupational accident, the occupational safety supervisor convenes relevant personnel to conduct incident investigations and develop corrective and preventive measures. Through the systematic application of the PDCA cycle, we continues to build a safe and healthy workplace environment.
Note: The Medical Disability Advisor: Workplace Guidelines for Disability Duration (MDA)
Occupational Safety and Health Train
To familiarize every E.SUN employee with our safety and health management mechanism and occupational safety laws and regulations, we held the 1-hour long occupational safety and health education and training through the e-Learning+ platform this year. All operating bases of E.SUN have at least one licensed occupational safety and health affair manager, one licensed emergency medical technician, and one licensed fire fighting management personnel, overseeing personnel certifications through a systematic control process. These personnel regularly participate in retraining courses to continuously improve their occupational safety knowledge and perception, and strengthen each unit's awareness of and attention to occupational safety.
The Bank has fully installed AED devices across its nine self-owned buildings and has obtained "AED Safe Place" certification. As of 2025, in certified buildings, 83% of employees have completed professional CPR and AED training. The certification is renewed every two years prior to expiration to ensure workplace emergency preparedness, resilience, and safety.
Occupational Safety and Health Risk Assessment Map
To effectively identify occupational risks, improve workplace safety, and promote health, E.SUN adopts questionnaires, self-inspection methods, and multidimensional communication channels in compliance with occupational safety laws and PDCA management practices to analyze the health risk matrix based on key indicators, including the results of four major protection plans, job type analysis, operating environment on-site visits, and health impacts. This map is aligned with the timelines of various activities and control measures and is integrated with quantitative objectives. For events categorized as medium risk or higher, with significant impacts and high probabilities of occurrence, corresponding control measures and quantified action goals are established. The control measures for health issues classified as medium to high risk are outlined below, while low-risk items are incorporated into daily management for continuous monitoring. When risk levels change, adjustments are made in a timely manner to continually optimize workplace safety and health.
In 2025, in accordance with competent authority guidelines, E.SUN established the "Work Ability Management Plan for Middle-Aged and Senior Employees." Through assessment and adjustment mechanisms tailored to the work ability of middle-aged and senior staff, we ensures their occupational safety and health. Regarding OSH management, alongside continuous reinforcement of physical safety, E.SUN has further integrated mental health promotion by launching psychological resilience enhancement programs and optimizing Employee Assistance Programs (EAPs). Tailored support and preventive measures are provided based on individual health conditions to mitigate psychosomatic health risks and achieve comprehensive healthcare.
Based on annual analysis results, onsite physician services and annual health promotion activities are arranged each year. In 2025, a total of 27 diverse psychosomatic health promotion lectures and activities were conducted. Additionally, Healthy Weight Loss Classes and walking campaigns were organized to help employees mitigate the risks of metabolic syndrome (hypertension, hyperlipidemia, hyperglycemia) and obesity, manage weight, and establish stable exercise habits, thereby practicing a healthy and sustainable lifestyle while safeguarding employee health and safety.