The company's purpose is to provide brokerage and consulting services in the areas of insurance, pension solutions, and financial products in Switzerland. The company specializes in innovative, digital consulting services that enable efficient and location-independent customer care throughout Switzerland. In addition, the company offers comprehensive service packages for optimizing insurance portfolios as well as outsourcing services for companies in the insurance and financial sectors. The company may establish branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad, and conduct all business directly or indirectly related to its purpose. It may acquire, encumber, sell, and manage real estate in Switzerland and abroad. Furthermore, the company may provide financing for its own account or for third-party accounts, as well as provide guarantees and sureties for subsidiaries and third parties.