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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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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


Press

Wealth Management

BOLR more than a case of ‘bad apples’BOLR more than a case of ‘bad apples’

Money Management, 12 September 2019


Press

Wealth Management

Welcome to Firstlinks Newsletter Edition 321Welcome to Firstlinks Newsletter Edition 321

Firstlinks, 29 August 2019


Press

Wealth Management

Law and order… and ASICLaw and order… and ASIC

Money Management, 23 August 2019


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Wealth Management

Disclosing product conflicts 'not enough': consultantDisclosing product conflicts 'not enough': consultant

Independent Financial Adviser, 22 August 2019


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Wealth Management

Do managed accounts equate to in-house products?Do managed accounts equate to in-house products?

Money Management, 22 August 2019


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Wealth Management

Tricks for avoiding buyers’ remorse as M&A heats upTricks for avoiding buyers’ remorse as M&A heats up

Professional Planner, 14 August 2019


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Wealth Management

Deal trends: Warranties and indemnities in the sale of financial advice portfoliosDeal trends: Warranties and indemnities in the sale of financial advice portfolios

Adviser Voice, 14 August 2019


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Wealth Management

Advisers push risk back onto portfolio sellersAdvisers push risk back onto portfolio sellers

Money Management, 13 August 2019


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