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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

‘Woolly’ ethics guidance casts further doubt on referral fees‘Woolly’ ethics guidance casts further doubt on referral fees

Professional Planner, 7 January 2020


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General Insurance

Insurers and claim-related parties may look to merge under one AFSLInsurers and claim-related parties may look to merge under one AFSL

Money Management, 20 December 2019


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General Insurance

Licensees grapple with event sponsorship policy Licensees grapple with event sponsorship policy

Professional Planner, 25 November 2019


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General Insurance

Insurance alternatives (Part 4: Discretionary mutuals)Insurance alternatives (Part 4: Discretionary mutuals)

Adviser Voice, 21 November 2019


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General Insurance

Insurance alternatives (Part 3: Aggregate deductible funds)Insurance alternatives (Part 3: Aggregate deductible funds)

Adviser Voice, 5 November 2019


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General Insurance

ASIC v Westpac and the risks of getting personalASIC v Westpac and the risks of getting personal

Financial Review, 1 November 2019


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Wealth Management

Where’s the love? Licensees turn on advisersWhere’s the love? Licensees turn on advisers

Professional Planner, 25 October 2019


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General Insurance

Insurance alternatives (Part 2: parametric insurance)Insurance alternatives (Part 2: parametric insurance)

Adviser Voice, 18 October 2019


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General Insurance

BOLR rights ‘not a sure thing’BOLR rights ‘not a sure thing’

Money Management, 16 October 2019


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Wealth Management

Big banks’ remediation headache moves beyond wealthBig banks’ remediation headache moves beyond wealth

Financial Review, 9 October 2019


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