Taiwan Foreign Portfolio Investment Registration Form

Streamline Your Taiwan Foreign Portfolio Investment Registration

Foreign portfolio investment in Taiwan requires careful documentation and regulatory compliance. This Taiwan Foreign Portfolio Investment Registration Form provides a structured, professional solution for asset managers, institutional investors, and financial services firms navigating Taiwan's securities regulations.

Built for Cross-Border Investment Compliance

Whether you're registering a new foreign institutional investor, documenting beneficial ownership structures, or updating securities holdings with Taiwan's Financial Supervisory Commission, this template captures all essential information required by Taiwanese regulatory authorities. The form covers investor identification, Unified Business Number (UBN) details, securities portfolio information, beneficial ownership disclosure, and compliance certifications.

Paperform: Your Platform for Financial Forms and Workflows

With Paperform's document-style editor, you can customise this registration form to match your firm's branding while maintaining the professional appearance required for regulatory submissions. Conditional logic ensures respondents only see relevant fields based on investor type and jurisdiction, creating a streamlined experience for complex financial documentation.

Take your compliance workflows further by connecting this form to Stepper, Paperform's AI-native workflow automation platform. Automatically route completed registrations to compliance teams for review, trigger background verification processes, update your internal investor registry, and generate confirmation documents—all without writing code.

For firms requiring signature authority on registration documents, integrate Papersign to convert submissions into legally binding agreements with secure eSignature capabilities, maintaining a complete audit trail from initial registration through final execution.

Trusted by Financial Professionals

Paperform is SOC 2 Type II compliant and offers enterprise-grade security features including SSO, data residency controls, and role-based permissions—critical for firms handling sensitive investor data and regulatory filings. This template is designed for institutional investors, fund managers, securities firms, and financial compliance teams requiring professional, secure documentation.

Start with this template and customise it for your specific investment products, jurisdictions, and internal compliance requirements. With Paperform's native integrations, you can connect to CRMs, project management tools, and compliance platforms to keep your entire organisation in sync.