The company's purpose is to advise and support natural and legal persons in the areas of pension and financial planning, investment advice, insurance and pension issues, as well as general financial advice. The tasks include, in particular, personal and digital advice and support for customers, the brokerage of financial instruments and insurance, as well as the organization of seminars and training sessions, and education for customers and third parties. The company can perform all legal transactions, conduct all business, conclude contracts, and grant loans that are suitable to promote the purpose of the company, or that are directly or indirectly related to it. Furthermore, it can develop and offer franchise services related to the purpose, establish branches and subsidiaries in Switzerland and abroad, and participate in or merge with other companies in Switzerland and abroad. The company can acquire, hold, manage, encumber, utilize, and sell real estate and intellectual property rights in Switzerland and abroad. The company can engage in all commercial, financial, and other activities that are related to the purpose of the company. It can also provide financing for its own account or for the account of third parties, as well as provide guarantees, sureties, and securities of all kinds for affiliated companies and third parties, or otherwise secure or guarantee the obligations of these companies.
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