Regulations Governing the Conduct of Discretionary Investment Business by Securities Investment Trust Enterprises and Securities Investment Consulting Enterprises Article 34
The total amount accepted for investment purposes by a trust enterprise conducting discretionary investment business may not exceed 20 times its allocated operating capital, provided that this restriction does not apply to a trust enterprise with allocated operating capital of NT$300 million or more.The total amount accepted for investment purposes under the preceding paragraph shall be calculated as an aggregate inclusive of those amounts the enterprise also concurrently accepts for mandate-type and trust-type discretionary investment business.When the combined allocated operating capital of a trust enterprise for its conduct of discretionary investment services of both mandate types and discretionary types equals NT$300 million or more and it has lodged an NT$25 million operating bond in accordance with Article 10, the total amount it accepts for investment purposes under the mandate type shall not be subject to a ceiling of 20 times the operating capital allocated for mandate-type services.
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34條
信託業兼營全權委託投資業務，接受委託投資之總金額，不得超過其指撥營運資金之二十倍。
但其指撥營運資金達新臺幣三億元者，不在此限。
前項接受委託投資之總金額，於同時以委任及信託方式為之者，應合併計算之。
信託業以委任及信託方式兼營全權委託投資業務指撥營運資金合計達新臺幣三億元，且依第十條規定提存新臺幣二千五百萬元之營業保證金者，其以委任方式接受委託投資之總金額，得不受以委任方式所指撥營運資金二十倍之限制。
但其指撥營運資金達新臺幣三億元者，不在此限。
前項接受委託投資之總金額，於同時以委任及信託方式為之者，應合併計算之。
信託業以委任及信託方式兼營全權委託投資業務指撥營運資金合計達新臺幣三億元，且依第十條規定提存新臺幣二千五百萬元之營業保證金者，其以委任方式接受委託投資之總金額，得不受以委任方式所指撥營運資金二十倍之限制。