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FOLD LEGAL
Financial planning
Advisers looking to buy portfolios will have to find other ways to manage their financial risk of recovery following the hardening of PI insurance run-off period after th...
Financial planning
While the creation of a deferred sales model (DSM) to regulate the sale of add-on insurance was explicitly recommended by Commissioner Kenneth Hayne the industry is being...
Life/Risk
While the new design and distribution obligations for retail insurance products will impact insurers more, sellers of retail insurance products will still see some new re...
Financial planning
With the Royal Commission resulting in a tougher insurance market, organisations looking to get professional indemnity cover should act quickly to ensure they’re not left...
Policy & Regulation
The Australian Securities and Investments Commission is causing headaches for Australian Financial Services licensees by approving responsible managers despite there bein...
Financial planning
Financial planners should ensure they are providing good quality advice to avoid ending up in front of the Financial Ombudsman Service (FOS), the Fold Legal has advised....
Funds management
Sophisticated or wholesale investors looking to invest together through one legal entity should consider using a bare trust, the Fold Legal has recommended....
Financial planning
MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...