You’ll need a lawyer who will ensure your structure can support your personal and financial aspirations as well as your AFS or NCCP obligations.

The Fold Legal understands ownership dynamics. The need to ensure continuity of management. The ability to exit non-performing principals and the importance of funding outgoing owners.

Don't assume these things can take care of themselves. It's really important to get on top of it early and have in place the proper documentation to minimise the likelihood that things could go wrong.


  • Corporate structuring
  • Company Incorporation
  • Company Constitution Customisations
  • Share Subscription Agreements
  • Class Rights
  • Annual General Meeting notices and documentation
  • Shareholders Agreements
  • Unitholders Agreements
  • Company Conversions
  • Buy/Sell Agreements
  • Loan Agreements
  • Licence Agreements


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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