Regulations Governing the Conduct of Discretionary Investment Business by Securities Investment Trust Enterprises and Securities Investment Consulting Enterprises Article 12
The amount of discretionary investment assets that a SITE or a SICE accepts from any single customer in providing discretionary investment services may not be less than NT$5 million. This restriction shall not apply, however, when the discretionary investment assets are assets in a special ledger account for investment-linked insurance or Labor Pension Act annuity insurance.
中文原文 證券投資信託事業證券投資顧問事業經營全權委託投資業務管理辦法第12條
證券投資信託事業或證券投資顧問事業經營全權委託投資業務，其接受單一客戶委託投資資產之金額不得低於新臺幣五百萬元。
但委託投資資產為投資型保險專設帳簿資產或勞工退休金條例年金保險專設帳簿資產者，不在此限。
但委託投資資產為投資型保險專設帳簿資產或勞工退休金條例年金保險專設帳簿資產者，不在此限。