International Investment Trust Co Ltd. (Taipei)

Name: International Investment Trust Co Ltd.
Address: 17 Th Flr. No. 167, Taipei
Telephone: 886-2-2713-7702

International Investment Trust Co Ltd. is an adviser based in Taipei. It manages $3.5 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

International Investment Trust provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

International Investment Trust: assets under management

The assets under management (AUM) of International Investment Trust Co Ltd. is $3.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay International Investment Trust Co Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at International Investment Trust Co Ltd.

Ying Ching Ying has been acting as President since 1 Oct 2000. James C Lee joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
International Commercial Bank Of China	Shareholder	1 Aug 1983	Other	foreign
Bank Of Taiwan	Shareholder	1 Aug 1983	Other	foreign
Central Trust Of China	Shareholder	1 Aug 1983	Other	foreign
Ltd. Central Investment Holding Co.	Shareholder	1 Jul 1991	Other	foreign
Maw Chong Investment Corp. Ltd.	Shareholder	1 Jul 1991	Other	foreign
Ltd. Ming Tong Co.	Shareholder	1 Jul 1991	Other	foreign
Sy Pien Chow	Director	1 May 1993	Other	4346760
Man Hsiung Tsai	Director	1 Jul 1996	Other	4346752
Asia Pacific Holdings Corp.	Shareholder	1 Oct 1997	Other	foreign
Jung Szu Hsieh	Director	1 Jun 1998	Other	4346750
Cheng Ko Ho	Director	1 Jun 1998	Other	4346751
Ko Ho Cheng	Director	1 Jun 1998	Other	4346751
Ko Ho Chen	Director	1 Jun 1998	Other	4346751
Grace Kao	Supervisor	1 Dec 1998	Other	4346761
Yujia Michael Ding	Senior vice president	1 Mar 1999	Other	4346763
Michael Yujia Ding	President	1 Mar 1999	Other	4346763
Theordores Ss Chang	Chairman and director	1 Aug 1999	Other	4346748
Shih Pang Hs	Director	1 Aug 1999	Other	4346755
Theodore Ss Cheng	Chairman and director	1 Aug 1999	Other	4346748
Theodoress Cheng	Chairman and director	1 Aug 1999	Other	4346748
Chung Hsing Chen	Senior vice president	1 Sep 1999	Other	4346765
Gow Liang Chow	Director	1 Jan 2000	Other	4347374
Hsin Fang	Supervisor	1 Apr 2000	Other	4346762
Chau Hsiung Chou	Director	1 May 2000	Other	4346753
Daniel G S Chan	Director	1 May 2000	Other	4346757
Peggy Chen	Vice president -- finance	1 Jul 2000	Other	4346766
Chin Heng Hsu	Director	1 Sep 2000	Other	4346754
Chih Heng Hsu	Director	1 Sep 2000	Other	4346754
Ying Ching Ying	Director	1 Oct 2000	Other	4346749
Ying Ying Chang	Director	1 Oct 2000	Other	4346749
Ying Ying Cheng	Director	1 Oct 2000	Other	4346749
Chou Gow Liang	Director	1 Jan 2001	Other	4347374
Terfung Tsao	Director	1 May 2001	Other	4414415
Kuo Chen Liao	Director	1 May 2001	Other	4414418
Cooper Huang	Director	1 Oct 2001	Other	4471081
Che Sheng Liu	Superviser	1 Feb 2002	Other	4518087
David W H Chang	Director	1 Feb 2002	Other	4518085
Chi Chu Chen	Chairman and director	1 May 2002	Other	4545681
Yuk Ching Li	Director	1 May 2002	Other	4545696
Daniel C.S. Chan	Director	1 May 2002	Other	4545717
Seth S.H Leu	Director	1 May 2002	Other	4545706
Mao Hsiung Lin	Director	1 May 2002	Other	4545684
Christine Chow	Director	1 May 2002	Other	4545721
Tung Yuan Chen	Director	1 Aug 2002	Other	4592535
Kwo Chi Li	Director	1 Sep 2002	Other	4592534
Yi Kuei Chen	Director	1 Nov 2002	Other	4610567
Chung Cheng Tseng	Superviser	1 Nov 2002	Other	4610568
Terfung Tsao	Director	1 May 2003	Other	4414415
James C Lee	Director	1 Feb 2004	Other	4762869

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Taiwan Republic Of China Development Fund Of Executive Yuan	Shareholder	1 Aug 1983	25% - 50%	foreign
Taiwan Republic Of China Ministry Of Finance	Shareholder	1 Aug 1983	75% - 100%	foreign
Kuomintang (Nationalist) Party Of The Republic Of China	Shareholder	1 Jul 1991	75% - 100%	foreign
Kuomintang (Nationalist) Party Of The Republic Of China	Shareholder	1 Oct 1997	75% - 100%	foreign
Government Of The Republic Of China	Shareholder	1 Dec 2002	25% - 50%	foreign
Mega Financial Holding Company	Shareholder	1 Dec 2002	75% - 100%	foreign

Based in Taipei

The principal office where International Investment Trust Co Ltd. performs its advisory services is located at 17 Th Flr. No. 167, Taipei, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 886-2-2713-7702 or by fax 886-2-2712-4781. The normal business hours are 8:45 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.iit.com.tw.