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Institutional Business Consulting

We understand, many of our partners, possessing exceptional investment capabilities and diverse strategies, encountered difficulties developing business in Taiwan. Constrained by complex regulations and local institutional business culture, our partners realize a good fit of products for Taiwan clients’ needs is far different from their expectation. Additionally, local institutions in Taiwan tend to prefer working with offshore managers who have a local contact and service team. Navigate, a licensed institutional consultant, enables you save time and effort, creating shortcuts through following services.


  • Assist you in gaining a comprehensive understanding of your clients in an efficient manner

  • Identify key anchor products aligned with Taiwan culture

  • Establish and execute tailor-made business plan

Our Services 


Fund Distribution Agent

To ensure compliant fund distribution in Taiwan, it is essential to adhere to the local regulations governing the Master Agent scheme for the mass retail market and the Private Placement scheme for institutions/corporates and high-net-worth individuals (HNWs). These schemes are implemented separately, and compliance requires the involvement of an on-site regulated agent for periodic reporting and communication purposes.

With our master agent qualification and experience, we possess the necessary knowledge and expertise to fulfill the crucial role of a master agent, and help unregistered fund managers construct various distribution modes to expand their reach in the market, i.e. SITE feeder fund, onboarding to bank channel and direct sales to HNW etc.


Government Mandate Local Servicer

Taiwan pension funds are reputed to offer billions mandates regularly., The offshore fund managers participating in the selection procedure is requested to appoint a licensed local agent to deal the tender matters. We are rich in fruitful and efficient S.O.P, enabling our partners fulfill the legal requests and win the tender.

In bidding stage, we will have in-depth communication with the tender owners, based on our close and long-term relationship with all Taiwan pension funds. We ensure you meet all tender requirements and guidelines. Our team is experienced in the RFP edition. We will give you comprehensive advice, including but not limited to the content elaboration, translation and others.


More significantly, professional after-service will also be executed to our reliable partners when you got selected from the tender. Our team will endeavor to deal cumbersome matters in Taiwan, enabling you concentrate on investment and business all over the world. 


Private Mandate Local Servicer

Apart from government pensions which periodically offer offshore tenders, institutions and corporates from time to time have the similar demand that outsource investment to extraordinary offshore investment companies. Navigate is identifying the client demand and hook strengths of our partners’ capabilities to seizing the private tender success.

  • Identify investment advisory opportunities and activate the demand of institutions or local corporates.

  • Sidekick of offshore managers to represent product ideas to potential clients 

  • Perform regular administrative support and client communication

Sub advisory
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