The company's purpose is to provide advice in the fields of insurance, pension planning, real estate financing, and financial investments, as well as to carry out all mandates related to insurance, including insurance brokerage. The company may engage in the purchase, sale, management, brokerage, administration, and tasks related to real estate administration (excluding any operations prohibited by the LFAIE) and act as a general enterprise and carry out all ancillary activities. In general, the company may establish branches or subsidiaries in Switzerland and abroad, participate in other companies, acquire or establish companies with an identical or similar purpose, grant loans or guarantees to associates or third parties, and carry out all financial, commercial, and other operations in Switzerland and abroad, and conclude all contracts that serve to develop its purpose or are directly or indirectly related to it.
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