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Publications.

Home Insights Publications

For over a decade, The Fold has been known as a trusted source of legal and regulatory advice to the financial services industry.

Our expertise is second to none, and is even more valuable to our client because we share it openly. These pages contain various articles, white papers, tips and traps to every stage of your business lifecycle.

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Wealth Management

Accountants White Paper: Own Licence v Authorised RepresentativeAccountants White Paper: Own Licence v Authorised Representative


Publications

Wealth Management

Accountants White Paper: What Licence Do You Need?Accountants White Paper: What Licence Do You Need?


Publications

General Insurance

Add-On Insurance: A New Focus for ASIC White PaperAdd-On Insurance: A New Focus for ASIC White Paper


Publications

General Insurance

Commercial and Retail Shop Leases White PaperCommercial and Retail Shop Leases White Paper


Publications

General Insurance

Contractual Review Capability StatementContractual Review Capability Statement


Publications

Credit

Dealing With the Regulator: When To Hold and When To FoldDealing With the Regulator: When To Hold and When To Fold White Paper


Publications

Wealth Management

Diagram: Accountant's Licensing ChoicesDiagram: Accountant's Licensing Choices


Publications

Wealth Management

Diagram: Accountant's Licensing DiagnosticDiagram: Accountant's Licensing Diagnostic


Publications

Wealth Management

Diagram: AFS Licence Application ProcessDiagram: AFS Licence Application Process


Publications

General Insurance

Discretionary Mutuals White PaperDiscretionary Mutuals White Paper


Publications

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