The company's purpose is to provide services, in particular in the field of insurance and occupational pension consulting, as well as to acquire participations, mainly in companies active in the field of insurance brokerage and pension fund management, and to acquire rental properties, excluding operations prohibited by the LFAIE. The company may also: carry out all financial, commercial or industrial activities, whether movable or immovable, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland or abroad; participate in all companies having a direct or indirect relationship with its purpose; grant loans or guarantees to associates or third parties, if this serves its interests.