Platform RoAs

Centrepoint has worked with and developed approved RoAs on several Platform Provider systems. The following platforms have Centrepoint approved RoAs:

  • BT Panorama
  • Hub24
  • Macquarie

There are 2 RoA types to select from:

  • General ROA for switching and investment reviews
  • RoA recommending iQ managed portfolios

If you require training or assistance on how to access these templates. Please speak to your Platform BDM.