The purpose of the company is: a) all consulting and service activities in the field of insurance, pension planning, mortgages and financial products for private individuals and companies, b) as an ancillary activity, the execution of all commercial and financial transactions - whether movable or immovable (in strict compliance with the rules on the acquisition of real estate by foreigners) directly or indirectly related to the above purpose, as well as the acquisition of participations in all Swiss or foreign companies pursuing identical or similar purposes. The company may also grant loans and/or guarantees, in any form, to its shareholders or third parties. The company may conduct its business both in Switzerland and abroad.