The company aims to mediate insurance and financial products, create analyses and provide customer consulting in the area of financial and tax planning. Furthermore, it aims to advise on all asset management and insurance matters as well as related services. The company can establish branches and subsidiaries in Switzerland and abroad and participate in companies in Switzerland and abroad. The company can acquire, hold and sell real estate. The company can carry out all commercial, financial and other activities that are related to the purpose of the company.