Platform RoAs

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.