The company's purpose is to provide advice and brokerage services in insurance; brokerage in real estate and mortgage financing; investment advice and any other similar activity. The company may establish branches in Switzerland and abroad, participate in other companies in Switzerland and abroad, acquire companies with an identical or similar purpose, or merge with such companies, conduct any commercial and financial activity, and carry out all operations and conclude all contracts that are suitable for developing its purpose or are directly or indirectly related to it. It may acquire, hold and dispose of real estate, excluding all operations prohibited by the LFAIE. It may grant loans to shareholders.