The analysis of pension plans in case of old age, disability or death, pension and financial planning, consulting and assisting clients in identifying the appropriate investment strategy and possible insurance or banking solutions. Also included in the company's purpose are consulting and brokerage services in insurance and banking matters, the conclusion of insurance contracts of all kinds and agency contracts in the insurance sector, and in general the representation of insurance companies and brokers operating in all insurance fields. The company may also carry out all commercial, financial or other activities that are directly or indirectly related to the company's purpose, open branches and subsidiaries, as well as participate in other companies with a similar purpose, both in Switzerland and abroad.