We advise many margin Foreign Exchange (FX) and Contracts for Difference (CFD) providers on complex, specialised topics within the Corporations Act such as financial services regulation issues and prepare/review documents including:

  • Financial Services Guides (FSGs);
  • Product Disclosure Statements (PDSs);
  • Introducing Broker (IB) Agreements;
  • Branded Introducing Broker Agreements;
  • White Label Agreements;
  • Liquidity Agreements;
  • Managed Discretionary Accounts (MDAs) for copy trading, PAMMs and MAMMs;
  • Future of Financial Advice (FOFA);
  • Conflicts of Interest;
  • Authorised Representative Agreements; and
  • Client Agreements.