The company's purpose is to execute all mandates for consulting and brokerage in insurance; consulting in the areas of financial planning, private and professional pension planning and financial investments. It also aims to carry out all activities in the real estate sector, both in Switzerland and abroad, including management, brokerage, mortgages and promotion, with the exception of operations prohibited by the LFAIE. The company may also carry out any other activity that has a direct or indirect connection with these purposes; it may in particular create branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, carry out all operations and conclude all contracts that are suitable for developing and expanding its purpose or are directly or indirectly related to it.
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