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.

It’s a good time to consolidate and protect your advice business.

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A look at why it is important to be on top of PPSR registrations and how to use them effectively.

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To inform authorised representative of tips and traps in negotiating and entering AR agreements.

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