The company's purpose is to act as a broker in the fields of provident planning, insurance, reinsurance, and to provide consulting services in matters of asset management, finance, and taxation. The company may carry out all operations and conclude all contracts that are suitable for developing and expanding its purpose or are directly or indirectly related to it. The company may carry out, either on its own account or on behalf of third parties, all financial, commercial, industrial, or other operations that are directly or indirectly related to its corporate purpose. The company may acquire, hold, sell, and manage real estate in Switzerland and abroad, except for operations prohibited by the LFAIE. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies. Furthermore, the company may grant or request loans to its associates, subsidiaries, or related parties.