The company's purpose is to broker insurance contracts and banking transactions, as well as provide related asset, pension, and financial planning. The company also engages in the trade, purchase, and sale of securities. Furthermore, the company's purpose includes the trade of real estate and properties, including their turnkey development, renovation, and refurbishment, as well as acting as a real estate agent. Another area of activity is the export and import of goods in the food and cosmetics sectors. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or merge with similar or related companies, acquire, manage, and sell properties, and enter into any business and conclude any contracts that are suitable to promote the company's purpose or are directly or indirectly related to it.