The company's purpose, in Switzerland and abroad, is to provide consulting, brokerage, and intermediation services in the fields of insurance, private and professional pension plans, financial investments, as well as financing and mortgage loans. It also offers wealth analysis, financial planning, and investment advisory services. The company may carry out, either for its own account or for third parties, all commercial and financial activities directly or indirectly related thereto, create branches in Switzerland and abroad, and acquire interests in other companies, with the exception of all operations prohibited by the LFAIE. The company may also grant loans to its partners and/or guarantee, endorse, or act as a surety for loans granted by third parties to its partners.