Regulations Governing Securities Investment Consulting Enterprises (Originally Adopted 2004.10.30) Article 25-1
Providers of securities investment consulting services via automated tools (hereinafter, "robo-advisor services") shall be limited to the following enterprises:1. SICEs.2. Securities brokers that concurrently operate securities investment consulting business.3. Futures brokers that concurrently operate securities investment consulting business.4. Trust enterprises that concurrently operate securities investment consulting business.5. SITEs that concurrently operate securities investment consulting business.The term "robo-advisor services" means providing customers with investment portfolio recommendations automatically generated by the system through algorithms via web-based interaction with no or minimal manual services.
中文原文 證券投資顧問事業管理規則（931030訂定）第25-1條
以自動化工具提供證券投資顧問服務（以下簡稱自動化投資顧問服務）者，以下列事業為限：
一、證券投資顧問事業。
二、兼營證券投資顧問業務之證券經紀商。
三、兼營證券投資顧問業務之期貨經紀商。
四、兼營證券投資顧問業務之信託業。
五、兼營證券投資顧問業務之證券投資信託事業。
所稱自動化投資顧問服務，係指經由網路互動，以全無或極少人工服務方式，提供客戶透過演算法由系統自動產生之投資組合建議。
一、證券投資顧問事業。
二、兼營證券投資顧問業務之證券經紀商。
三、兼營證券投資顧問業務之期貨經紀商。
四、兼營證券投資顧問業務之信託業。
五、兼營證券投資顧問業務之證券投資信託事業。
所稱自動化投資顧問服務，係指經由網路互動，以全無或極少人工服務方式，提供客戶透過演算法由系統自動產生之投資組合建議。