The company aims to acquire, manage and broker all types of insurance, pension and estate planning, home financing, capital investments and financial services for private individuals and companies; provision of services in the area of trust and commission business; conception, organization and brokerage of sales training, seminars and sales-promoting measures; acquisition and management of securities; consulting in the corporate and IT sector; can establish branches in Switzerland and abroad and participate in other companies in Switzerland and abroad, acquire or establish similar and related companies, as well as enter into all transactions and conclude contracts that are suitable to promote the purpose of the company; distribution and management of brokerage mandates in Switzerland and abroad; can buy, mortgage or sell real estate; carry out financing on its own account or on behalf of third parties and provide guarantees and sureties for subsidiaries and third parties.