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

ROYAL COMMISSION RESPONSE: CLAIMS HANDLING AS A REGULATED FINANCIAL SERVICE.

The Fold and Finity consider the changes that will apply from 1 July 2020.

19 Dec 2019

STAMP DUTY – BE AWARE, BE PREPARED.

Be aware of your stamp duty obligations and prepared to make your lodgement(s) at the outset of your transaction

12 Dec 2019

WILL A DEFERRED SALES MODEL SPELL THE END FOR ADD ON INSURANCE?

What are the challenges arising from the proposed deferred sales model?

25 Nov 2019

INSURANCE ALTERNATIVES: PART 4: DISCRETIONARY MUTUALS.

Lydia Carstensen outlines what discretionary mutuals are and how they can be used in a hardening insurance market

19 Nov 2019

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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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