The company's purpose is to provide consulting and brokerage services in the fields of insurance, mortgage financing, credit, and financial lease contracts. It also offers investment product consulting and sales services, tax return preparation, project and claim management, as well as the sale, enhancement, management, and administration of real estate, excluding any operations prohibited by the LFAIE. The company additionally engages in the development, design, and marketing of software and computer applications, as well as any consulting and services in the digital field, and any related or complementary activities directly or indirectly related to its purpose. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire or establish companies with an identical or similar purpose, carry out all commercial, financial, securities, or other operations, and conclude all contracts suitable for developing its purpose or directly or indirectly related thereto.
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