The company aims to provide financial services, in particular the consulting and brokerage of financial, insurance and pension solutions. It can act as a trustee in the insurance and financial sector. The company can establish branches in Switzerland and abroad, participate in other domestic and foreign enterprises, acquire or merge with similar or related companies that are suitable for promoting the purpose of the company or are directly or indirectly related thereto. It can acquire, manage, encumber and dispose of real estate, intellectual property rights and licenses of all kinds.