The company's purpose is brokerage in the fields of insurance, credit, and real estate; financial consulting, marketing, and insurance. In general, the company may engage in all commercial, financial, movable, and immovable operations and conclude all contracts suitable for developing its purpose or directly or indirectly related to it, excluding operations prohibited by the LFAIE. It may participate in companies or enterprises with a similar purpose or other purposes and create branches in Switzerland and abroad, as well as grant and obtain loans or guarantees from partners or third parties.