Legal Agreements | The Fold Legal

Buy Sell Deed for Small Businesses

A template legal agreement suitable for Companies and unit trusts with 3-4 shareholders or unitholders (as applicable) in the business.

$650.00 inc GST

Authorised Representative Agreement for Financial Planners and Life Advisers

A template legal agreement with supporting notices suitable for Financial planners & Life advisers

$495.00 inc GST

Bundle: CAR Agreement & AR Agreement Templates (5% discount on individual pricing)

Corporate Authorised Representative Agreement and Authorised Representative Agreement templates – bundled together so you save $55 on the individual pricing of these products.

$1,035.00 inc GST

Corporate Authorised Representative Agreement

A template legal agreement with supporting notices and deeds suitable for Financial planners & Life advisers

$595.00 inc GST

Client Portfolio Transfer Agreement for Financial Planners and Life Advisers

A template legal agreement suitable for Financial planners & Life advisers

$550.00 inc GST

Client Portfolio Transfer Agreement for Insurance Businesses

A template legal agreement suitable for General insurance brokers & Underwriting agencies

$550.00 inc GST

Distributor Agreement

A template legal agreement suitable for AFS licensees who are General insurance brokers or Underwriting agencies

$355.00 inc GST

Credit Representative Agreement for ACL Licensees

A template legal agreement suitable for Credit licensees who are Mortgage brokers or Mortgage managers

$354.99 inc GST

Responsible Manager Service Agreement

A template legal agreement suitable for AFS licensees

$325.00 inc GST