The company provides consulting and brokerage services in the fields of insurance, occupational and private pension planning, and concludes insurance and occupational pension contracts and/or reinsurance policies on behalf of third parties. The company also provides consulting services in the areas of asset management, credit, leasing, and mortgages. The company may acquire, hold, and realize rights to intangible and immovable assets both in Switzerland and abroad. It may establish branches in Switzerland and abroad and participate in other companies. The company may engage in any other activity related to or connected with the achievement of its corporate purposes.