繁體中文 
English 主旨：有關自主投資平台投資組合整併一事，函請貴校協助轉知所屬全體教職員。
說明：
一、自主投資平台投資組合將進行專戶架構重塑，整併為教職員儲金專戶保守型、穩健型、積極型三種型態的投資組合。
二、為配合中國信託商業銀行投資組合整併作業，下列時程請貴校轉全體教職員周知：
(一)115年7月16日至115年7月31日，各專戶庫存部位轉換預約功能暫時停止使用。
(二)115年7月29日至115年8月5日，自主投資平台登入功能暫時關閉。
(三)115年8月6日自主投資平台恢復登入功能後，教職員如有設定投資損益通知，請至自主投資平台上重新進行設定。
三、相關投資組合整併說明，請參閱網址。
<Private School Retirement and Compensation Fund Notice> Consolidation of Investment Portfolios on the Self-Directed Investment Platform
Subject:
Regarding the consolidation of investment portfolios on the Self-Directed Investment Platform, we kindly request your institution's assistance in notifying all faculty and staff members.
Details:
- The investment portfolios on the Self-Directed Investment Platform will undergo a restructuring of the account framework and will be consolidated into three portfolio types under the Faculty and Staff Savings Account: Conservative, Balanced, and Aggressive.
- To facilitate the portfolio consolidation process conducted by CTBC Bank, please inform all faculty and staff of the following schedule:
(1) July 16, 2026, to July 31, 2026: The reservation function for transferring existing holdings between accounts will be temporarily suspended.
(2) July 29, 2026, to August 5, 2026: Login access to the Self-Directed Investment Platform will be temporarily unavailable.
(3) After login access is restored on August 6, 2026, faculty and staff who have previously set up investment profit/loss notifications will need to log in to the platform and reconfigure these notification settings.
- For detailed information regarding the portfolio consolidation, please refer to the website provided.