The company's purpose is to provide consulting and brokerage services in the fields of insurance, pension planning, taxation, financial strategy, asset management, and investments. It also offers administrative support, particularly in matters of tax declarations and searching for pension fund assets. It does not engage in insurance activities as defined by federal legislation. The company may engage in all financial, commercial, movable, or immovable activities, provided that the latter are not subject to the Federal Law on the Acquisition of Real Estate by Persons Abroad (LFAIE), create branches and subsidiaries in Switzerland and abroad, participate in other companies, grant loans or guarantees to partners or third parties, and conclude any contracts conducive to its development. In general, it may carry out all operations, directly or indirectly related to its corporate purpose, in Switzerland and abroad.
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