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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

Tax advisers held to higher standard with client dataTax advisers held to higher standard with client data

Money Management, 15 May 2019


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General Insurance

ASIC may want codes of practice strengthened before granting approvalASIC may want codes of practice strengthened before granting approval

Money Management, 8 May 2019


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Wealth Management

ASIC driving greater uncertainty among licensees, says lawyerASIC driving greater uncertainty among licensees, says lawyer

Independent Financial Adviser, 29 April 2019


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Wealth Management

ASIC’s tougher approach to responsible managers causing problemsASIC’s tougher approach to responsible managers causing problems

SMSFAdviser, 26 April 2019


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Wealth Management

Compliance managers are by default in control of your brokerageCompliance managers are by default in control of your brokerage

FinanceFeeds, 17 April 2019


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General Insurance

Insurance advisers may be safe from anti-hawking lawsInsurance advisers may be safe from anti-hawking laws

Money Management, 17 April 2019


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Wealth Management

ASIC stands by Responsible Manager processASIC stands by Responsible Manager process

Money Management, 15 April 2019


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Wealth Management

Licensees confused by ASIC approval of Responsible ManagersLicensees confused by ASIC approval of Responsible Managers

Independent Financial Adviser, 15 April 2019


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Wealth Management

ASIC overstepping in approving responsible managersASIC overstepping in approving responsible managers

Money Management, 11 April 2019


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Fold News

Software firm recognised for innovation in adviceSoftware firm recognised for innovation in advice

Independent Financial Adviser, 2 April 2019


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