The company's purpose is to provide consulting, brokerage, management and trading services for products in the financial and insurance sectors, as well as training and further education for insurance brokers in the financial and insurance industry. 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, and enter into any business and conclude contracts that are suitable to promote the purpose of the company or are directly or indirectly related to it. It may also acquire, manage, encumber and dispose of real estate, intellectual property rights and licenses of all kinds. Furthermore, it may provide financing for its own account or for the account of third parties, as well as grant guarantees and sureties for subsidiaries and third parties.