SALES & ACQUISITIONS. | The Fold Legal

The Fold Legal will guide you through buying or selling your business or client portfolio with minimum fuss. We’ll help you get it right, first time.

Our corporate lawyers have expertise in negotiating and can help you with any size transaction. We focus on the areas where our industry and legal expertise is really needed meaning clients get the benefit of high quality documentation and a cost conscious approach, no matter the size of the transaction.

We’ll protect you in tricky areas like warranties, ongoing AFSL or ACL requirements, preventing the seller from taking the clients back, securing new employees or ensuring deferred payments are secured.

We can also help you do it yourself – our template agreements are tailored for financial services businesses.

SOME OF THE WAYS WE HELP OUR CLIENTS.

  • Buy and Sell Businesses (including AFSL/ACL)
  • Buy and Sell Client Portfolios
  • Legal Due Diligence
  • Term Sheets
  • Consultancy Agreements
  • Responsible Manager Services Agreements
  • Vendor Financing
  • Mergers and Acquisitions (M&A)
  • Joint Ventures (JVs)

News

The Fold's frank take on issues affecting the financial services industry.

The Fold Legal Pty Ltd is excited to announce that we are joining Halo Group Holdings Pty Ltd (Halo Group), from 1 July 2021.

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1 July will usher in new rules for fee consent and disclosure of lack of independence

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A new breach reporting regime will commence soon and it will be more onerous on licensees than ever before.

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