The company's purpose is to provide services in the fields of finance and insurance, as well as to broker products in these areas. Furthermore, the company aims to provide consulting and brokerage services in the areas of mortgages, financial products, and insurance contracts. Additionally, the company intends to offer training, organize and conduct continuing education events in the aforementioned areas. The company may 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 may acquire, encumber, sell, and manage real estate in Switzerland and abroad. It may also provide financing for its own account or for the account of third parties, as well as provide guarantees and sureties for its subsidiaries and third parties.