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.


  • 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)


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

The Federal Court handed down its decision in the matter of ASIC v RI Advice Group Pty Ltd. This blog analyses the Court’s interpretation of sections 912A(1)(a) and (h) of the Corporations Act 2001 (Cth) and discusses the implications for AFS licensees.

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Purchasing an Australian financial service licence (AFSL) or an Australian credit licence (ACL) is an exciting opportunity to take your financial service business to the next stage of growth.

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The Fold is delighted to be a finalist in the sixth annual edition of Fintech Australia’s 2022 Finnies award for the category, ‘excellence in support services’.

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