Financial Services

Talk To a Financial Services Lawyer Today

At Neo Legal, we believe in preparing your business for the future, today. We provide you legal assistance relating to financial services which is required to tackle the changing technological landscape of tomorrow.

Our financial services lawyers are equipped with expertise in setting up non-cash payment channels for your business transactions, including cryptocurrency wallets. Whether you’re a retail or wholesale enterprise or require streamlined channels for logistics, Neo Legal can help you facilitate trading and secure trading and dealing licenses within Australia.

Some of our financial services provided include:

  • Non-Cash payment facilities
  • Margin lending
  • Margin trading
  • Depository
  • Custody
  • Dealing
  • Managed investment schemes

Financial Products

Our lawyers possess in-depth knowledge and experience in the complex legal landscape of financial products. We are adept at understanding the nuances of various types of financial products and we provide crucial guidance on compliance with regulatory standards.

  • Stocks / shares
  • Derivatives
  • Foreign exchange contracts
  • Managed discretionary accounts
  • Debentures
  • Retail and wholesale

AFSL license

We can help you secure Australian Financial Services Licensing and Australian Credit Licensing for your business project, including:

  • License authorisations to deal
  • Non-cash payment facilities
  • Deal in derivatives
  • Crowd source funding
  • Retail and wholesale
  • Financial product advice
  • MDA