The company's purpose is financial planning, all activities of a business introducer, all services and advice in the field of transferring existing client bases, as well as all services of a fiduciary company. The company may participate in other companies in Switzerland and abroad, acquire or establish companies with an identical or similar purpose, carry out all financial, commercial, industrial and real estate transactions (except for transactions prohibited by the LFAIE) and conclude all contracts directly or indirectly related to its corporate purpose. It may also grant loans or guarantees to associates or third parties if this serves its interests.