| Relationships | Role | Relationship Start | Relationship End |
| Fs Securities Holdings Inc. | Parent | 4/1/2003 | 7/20/2007 |
| Citigroup Inc. | Parent | 4/3/2001 | 3/31/2003 |
| Fs Securities Holdings Inc. | Parent | 4/3/2001 | 3/31/2003 |
| Fubon Financial Holding Co., Ltd. | Subsidary | 6/1/2004 | 11/19/2004 |
| Fubon Securities Co. Ltd. | Subsidary | 4/3/2001 | 8/31/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Citiinsurance International Life Holdings I Inc. | Seller | Discontinued | 4/1/2003 | ||
| Citiinsurance International Pc Holdings Ii Inc. | Seller | Discontinued | 4/1/2003 | ||
| Citiinsurance International Life Holdings Ii Inc. | Seller | Discontinued | 4/1/2003 | ||
| Citiinsurance International Pc Holdings I Inc. | Seller | Discontinued | 4/1/2003 | ||
| Citibank Holdings (Fb) Llc | Seller | Discontinued | 4/1/2003 | ||
| Citicorp Holdings (Fb) Llc | Seller | Discontinued | 4/1/2003 |