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.
‘Woolly’ ethics guidance casts further doubt on referral fees
Professional Planner, 7 January 2020
Insurers and claim-related parties may look to merge under one AFSL
Money Management, 20 December 2019
Licensees grapple with event sponsorship policy
Professional Planner, 25 November 2019
Insurance alternatives (Part 4: Discretionary mutuals)
Adviser Voice, 21 November 2019
Insurance alternatives (Part 3: Aggregate deductible funds)
Adviser Voice, 5 November 2019
ASIC v Westpac and the risks of getting personal
Financial Review, 1 November 2019
Where’s the love? Licensees turn on advisers
Professional Planner, 25 October 2019