Welcome to Ezfunds Securities Investment Consulting Enterprise Ltd.

WHO WE ARE

Founded in 2002, Ezfunds SICE is a privately held Taiwanese company, specializing in offshore mutual fund distribution and investment consulting. Headquartered in Taipei, with an office in Kaohsiung and several staff based in Taichung and Tainan, Ezfunds employs up to 50 professionals and has two areas of business, master agency and online trading platform.

Ezdunds is a proud local Master Agent of:

1.Vontobel Funds, since 2009

2.Lion Global Funds, since 2012

With over 10 years of experience in fund distribution, in the past Ezfunds also collaborated with the following asset managers from around the world:

1.Janus Capital Group, 2002-2006

2.Skandia Investment Group(currently known as Old Mutual Global Investors), 2005-2012 

3.UBS Global Asset Management,2010-2012

4.Eurizon Capital SA, 2007-2013

Developing the first and most widely used online trading platform, Ezfunds has been regarded as a leader in the industry. EZFUNDS trading platform, launched in 2007, provides Ezfunds with the role of mutual fund Sales Agent for both individual and institutional investors in Taiwan. With a wide product range ofover 700 offshore funds from 27 fund houses, monthly inflows equivalent to a small bank, and continuous innovations to offer the most friendly and streamlined user interface possible, EZFUNDS trading platform has a unique competitive advantage like no other. 

For Yahoo! Fund Awards (Taiwan), Ezfunds was chosen in the category of The Best Fund Company (Master Agent included) for 2 consecutive years since 2012, showing strong performance proven by market measurement.

WHAT WE DO

With a single focus on offshore mutual funds, Ezfunds has the practical knowledge and is fully committed to providing investors with the right products and advice to make the right investment decisions for their money.

Therefore, Ezfunds is highly selective in choosing asset managers but in turn, the fund house can successfully enter the market and gain market share with the fastest, most cost-effective approach.

In addition, with Ezfunds’ good track record and extensive network with the media, we can help asset managers build a strong name and make prospective investors aware of their brand effectively. Having strong sales productivity, Ezfunds has collaborated with fund houses to successfully generate inflows from diverse channels such as banks, FoF’s, insurance and securities firms, and other institutions.

OUR VALUES

1.    At Ezfunds, we are committed to our clients.

We value professional knowledgeand advice so our clients can fully benefit from our services. For instance, wehave the highest ratio of staff who hold the Certified Securities and Investment Analyst designation in the industry.

2.    At Ezfunds, we are committed to our staff.

To seek growth, Ezfunds values growth within its staff. Each employee is strongly encouraged to become Certified Securities and Investment Analysts while research analysts, account managers and financial advisors are expected to acquire the designation withina 3-year tenure. Moreover, Ezfunds is partially owned by employees to maintain stability, increase motivation and emphasize account ability.

3.    At Ezunds, we are solution-oriented.

Ezfunds values a mindset focused on solving clients’ problems. We fully recognize that clients value not only fund performance but also the service we provide and the responsive relationship we aim to maintain. By thinking about money the way clients do, we strive to provide and educate clients on products as solutions to meet their various or evolving needs.


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