The company's purpose is to provide and broker services in the fields of finance, insurance, and wealth planning, marketing of financial and insurance products, financial and insurance consulting. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business directly or indirectly related to its purpose. The company may acquire, encumber, sell, and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for third-party account, as well as grant guarantees and sureties for subsidiaries and third parties.