THE FOLD LEGAL.

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The Fold’s frank takes on issues affecting the financial services industry.

HOW COVID-19 HAS AFFECTED REFORMS TO WEALTH BUSINESSES.

With the ongoing pandemic, timelines for regulatory reforms and licence applications for wealth businesses have changed.

26 May 2020

SAVE TIME AND MONEY WITH OUR PORTFOLIO TRANSFER AGREEMENT TEMPLATE.

As Covid-19 continues, transactions still need to get done. You can record your transactions in a time and cost-efficient way...

21 May 2020

MORE THAN A SYNONYM – WHAT IS A FIT AND PROPER PERSON?

The alignment of the ‘fit and proper’ person test for AFS and credit licensees will have long lasting effects

19 May 2020

DELIVERING DOCUMENTS ELECTRONICALLY.

What are the options when you need to deliver or sign documents electronically?

12 May 2020

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If you're seeking real industry knowledge, it's what we're renowned for. Advising financial services and credit businesses is all we do.

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Fintech

Financial services and credit compliance manuals, tools, disclosure documents and template agreements. Even DIY licensing kits for the brave hearted.

FINANCIAL ADVISER MANUAL
For Financial Planners and Life Advisers

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AFS LICENSEE MANUAL
For AFS Licensees

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