The Fold
The Fold

Contact person

  • Managing Director
    Claire Wivell (+)
  • Business Details
  • What we do

Who we are

The Fold Legal is a specialist boutique law firm offering the full range of regulatory, corporate and commercial legal services to financial services.

Supporting clients Australia-wide from offices in Brisbane and Sydney, we help managed account providers and other wealth management businesses respond to the evolving regulatory and commercial environment.

Our extensive suite of tools, templates, kits and manuals enables clients to support themselves where possible and to seek our advisory services for more complex issues

How we can help:

Applying for and varying AFS licences and appointing Responsible Managers

Financial product development and documentation

Managed discretionary account procedures and templates

Designing distribution channels and appointing authorised representatives, referrers and distributors

Disclosure documents – FSGs, SoAs and RoAs

Reviewing websites and other marketing material

Monitoring and supervision systems and processes

Breach management and reporting

ASIC liaison, investigations and enforceable undertakings

Corporate structuring, shareholder and partnership agreements, sales and acquisitions, JVs and strategic alliances, succession planning.

Contact us

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Suite 206, Level 2, 165-167 Phillip Street, Sydney NSW 2000