The company's purpose is the distribution and brokerage of financial products, the management of insurance portfolios of private and corporate clients. Support for private individuals and companies in the acquisition of financial products and financing. It can provide risk management services, consulting services for third parties, and fiduciary services or broker them. The company can establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business that is directly or indirectly related to its purpose. The company can acquire, encumber, sell, and manage real estate in Switzerland and abroad. It can also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for subsidiaries and third parties.