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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

ASIC shifts focus to MDA providers and advisersASIC shifts focus to MDA providers and advisers

Professional Planner, 29 May 2019


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General Insurance

AFSL applicants need to act fast on PI coverAFSL applicants need to act fast on PI cover

Money Management, 28 May 2019


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General Insurance

SMSF professionals face licensing, insurance holds upsSMSF professionals face licensing, insurance holds ups

SMSFAdviser, 27 May 2019


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Wealth Management

Talent and skill is the fabric of your brokerageTalent and skill is the fabric of your brokerage

FinanceFeeds, 24 May 2019


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Credit

New credit card rules will impact brokers, says lawyerNew credit card rules will impact brokers, says lawyer

TheAdviser, 23 May 2019


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Wealth Management

TPB ups the ante on privacy consentTPB ups the ante on privacy consent

Adviser Voice, 17 May 2019


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Wealth Management

TPB ups the ante on privacy consentTPB ups the ante on privacy consent

accountantsdaily, 16 May 2019


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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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