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.

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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On 28 March 2022 the Australian Securities and Investments Commission (ASIC) released Report 722 ‘ASIC Enforcement Update July to December 2021’ (Report 722). In this blog, we are going to:

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The Fold Legal is delighted to share that Senior Associate Glenjon Aligiannis and Associate Nicholas Pavouris have been included as finalists in the 2022 Lawyers Weekly 30 Under 30 Awards in the Financial Services category

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