The company's purpose is the permanent management and brokerage of insurance, loans, mortgages and financial investments, as well as the execution of trust and commission business. Furthermore, it aims to provide services in the areas of consulting and support, as well as the brokerage of sales training, seminars and sales-promoting measures. The company can establish branches and subsidiaries in Switzerland and abroad and participate in other companies in Switzerland and abroad, acquire similar or related companies or merge with them. The company can acquire, manage and sell real estate companies and properties in Switzerland and abroad. It can also grant loans to shareholders, group companies and third parties or provide securities for their liabilities, as well as conduct all business that is directly or indirectly related to its purpose or suitable for promoting it.