The company's purpose is to provide financial services limited to investment advice, understood as the formulation of personalized recommendations to clients regarding transactions with financial instruments. The company also has the purpose of executing administrative services, assisting in the handling of personal, bureaucratic and corporate matters of all kinds. The company also has the purpose of carrying out marketing activities, market research, assistance in the introduction and marketing, development of any type of product in Switzerland and/or abroad, as well as any other related activity. (For the complete purpose, please refer to the articles of association according to Art. 118 para. 2 lit. b ORC).