Who can invest with Centric
Joint Investors
Trusts
Partnerships
Individuals
Companies
SMSFs
Choose the investment approach that fits your goals
Account investment options
Managed discretionary accounts
Statement of advice
Self-directed, non-advised accounts
Collaborative wealth management
View external assets held outside Centric
Group all your accounts under a household
Allow select financial services representatives to view your account
View your taxation reporting
Sophisticated investors
If you are a sophisticated investor, Centric may provide access to a range of investments not generally available.