The company's purpose is insurance and pension brokerage and consulting, as well as mortgage brokerage, real estate financing consulting, and related financial and wealth management consulting services. It may also develop, operate, and market technological and digital solutions, such as platforms, software, and data analysis tools, as well as provide consulting, training, and technical support services in these areas. The company may, in Switzerland or abroad, establish branches or subsidiaries, participate in other companies, acquire or establish companies with the same or similar purpose, carry out all commercial, financial, or other operations, and conclude all contracts suitable for developing its purpose or directly or indirectly related thereto. It may also acquire, hold, encumber, and dispose of intellectual property rights as well as real estate, with the exception of operations prohibited by the LFAIE.
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