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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

Australia: Seven stages for start-up transactionsAustralia: Seven stages for start-up transactions

Mondaq, 8 September 2020


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General Insurance

Will ASIC use new powers on insurance adviser remuneration?Will ASIC use new powers on insurance adviser remuneration?

Money Management, 17 August 2020


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Wealth Management

ASIC disconnected from compliance reality, advisers sayASIC disconnected from compliance reality, advisers say

Professional Planner, 23 July 2020


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General Insurance

Why terminating an AR may be good businessWhy terminating an AR may be good business

Money Management, 22 July 2020


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General Insurance

Sector split on disciplinary body make - upSector split on disciplinary body make - up

Independent Financial Adviser, 16 July 2020


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General Insurance

AFSL needed in binder agreementsAFSL needed in binder agreements

Money Management, 8 July 2020


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General Insurance

Restrictions for licensees in intermediary authorisation agreementsRestrictions for licensees in intermediary authorisation agreements

Money Management, 1 July 2020


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Fintech

Fairness, vulnerability and fintechsFairness, vulnerability and fintechs

FS Advice, 29 June 2020


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Wealth Management

Conflicts transcend incentives, ASIC to proveConflicts transcend incentives, ASIC to prove

Professional Planner, 23 June 2020


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General Insurance

Members demanding less licensee control: FPAMembers demanding less licensee control: FPA

Independent Financial Adviser, 22 June 2020


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