The company's purpose is to provide insurance consulting, financial and retirement planning, financial consulting and the exercise of administrative mandates. The company may carry out all financial or commercial operations related to its purpose or likely to promote it, including granting loans to associates or third parties. It may acquire, hold and dispose of real estate. Furthermore, the company may participate in other companies and establish branches and subsidiaries, both in Switzerland and abroad, and in general, carry out any activity directly or indirectly related to its purpose.