The company provides on-site and remote training, assistance, consulting and marketing of financial services and products, accompanies the introduction of products, defines sales strategies and training concepts, and also provides wealth management and consulting services. The company may divide its activities among several Swiss and foreign offices, associate or participate in other Swiss or foreign companies and/or businesses, as well as carry out any activity directly or indirectly related to its purpose. The company may acquire, mortgage, sell real estate in Switzerland or abroad. It may also finance or access financing, issue guarantees and sureties for companies and/or businesses held by it, as well as for third-party companies and/or businesses.