The company's purpose is to carry out all types of consulting and brokerage services in the field of insurance; consulting in the areas of private and professional pension planning, financial planning, financial investments and other derivative transactions, as well as the purchase, sale, management and promotion of real estate, all except for operations prohibited by the LFAIE. The company may engage in any financial, commercial or industrial activity, movable or immovable, always except for operations prohibited by the LFAIE, directly or indirectly related to its purpose; create branches or subsidiaries in Switzerland and abroad; participate in all companies having a direct or indirect relationship with its purpose; grant loans or guarantees to shareholders or third parties, if it serves its interests.