The company's purpose is to advise and support independent financial service providers of all educational and professional backgrounds, particularly in corporate management, legal foundations, auditing, compliance, training, and all other matters related to the operation of independent financial and pension planning, asset management, investment advice, as well as all insurance and pension-related issues and general financial consulting. The tasks include, in particular, personal and individual consulting for financial service providers, taking over selected services, and conducting special training and seminars for the respective target group. The company can enter into all transactions, conclude contracts, and grant loans that are suitable for promoting the purpose of the company or are directly or indirectly related to it. Furthermore, it can establish branches in Switzerland and abroad, participate in or merge with other companies. The company can acquire, hold, and sell real estate. The company can engage in all commercial, financial, and other activities that are related to the purpose of the company.
Outbound Leads by COHAGA