The purpose of the company is to provide a neutral service in the field of insurance, pension planning and financial planning; in particular, the brokerage of pension and insurance contracts between clients and insurance companies, as well as all related activities of the insurance brokerage business, such as analysis and consulting. The company is authorized to conduct all business directly or indirectly related to its purpose, to establish branches in Switzerland and abroad, and to participate in or merge with other companies. To achieve its business goal, the company may also acquire or sell real estate.