The company's purpose is to provide consulting and brokerage services in the fields of insurance, mortgages, credits, and real estate, excluding operations requiring authorization from FINMA. The company also aims to provide accompaniment, training, and execution of all types of services related to business development, commercial strategy, marketing, and partnership development. Furthermore, the company may engage in any other activity directly or indirectly related to these purposes; it may notably establish 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 suitable for developing and expanding its purpose or directly or indirectly related to it.