The company's purpose is to engage in all advisory, support, educational, material and software distribution activities related to the field of data protection and exploitation and other related activities; setting up services that provide access to products and services related to the management of own or third-party financial assets, access to investment advice, access to all other financial services and facilitating the generation of brokerage and commissions of all kinds. The company carries out all operations generating commissions as well as all consulting, engineering and services in financial, IT and commercial matters. The company may carry out in Switzerland and abroad, either on its own account or on behalf of third parties, all commercial, financial or real estate transactions (except for operations prohibited by the LFAIE) directly or indirectly related to its purpose, take participations in all commercial, industrial or financial companies, create branches in Switzerland and abroad.