Advisers

CCI works very closely with a large number of advisers. A list of the platforms available for different products can be found below. Most of CCI’s products are rated by FE Fundinfo, Mercer, Lonsec, Atchison, and Foresight Analytics. For any questions on the offering, please contact the sales and product team.

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This contains documents frequently used by investors and advisers. Follow the link to find disclosure documents, transaction forms, research reports, and so on.

Platform Availability

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PLATFORM	SMARTER MONEY	HIGHER INCOME	FLOATING-RATE HIGH YIELD	LONG-SHORT CREDIT	LONG-SHORT OPPORTUNITIES	ACTIVE COMPOSITE BOND
APIR Code	CRE0014AU	SLT0052AU	ETL5010AU	SLT2562AU	ETL6881AU	ETL2716AU / FIXD
ASX/Cboe	No	No	No	No	No	No / Yes
Australian Money Market	Yes	Yes	Pending	Yes	No	Yes / No
Beacon	Yes	No	No	No	No	No / No
BT Asgard	Yes	No	No	Yes	No	No / Pending
BT Panorama	Yes	Yes	No	Yes	No	No / Pending
Credit Suisse	Yes	Yes	No	Yes	No	No / Yes
Crestone	Yes	Yes	No	No	No	No / Yes
Diversa	Yes	Yes	No	No	No	No / No
FirstWrap	Yes	Yes	No	Yes	No	No / Pending
Hub24	Yes	Yes	Yes	Yes	No	No / Yes
IOOF Pursuit	Yes	No	No	No	No	No / Pending
Key Invest	Yes	No	No	No	No	No / No
Macquarie Wrap	Yes	Yes	Pending	Yes	No	No / Pending
mFunds	Yes	Yes	No	No	No	N/A / N/A
Mason Stevens	Yes	Yes	No	Yes	No	Yes / Yes
MLC Navigator	Yes	Yes	No	Yes	No	No / Pending
MLC Wrap	Yes	Yes	No	Yes	No	No / Pending
Morgan Stanley	Yes	Yes	No	Yes	No	No / No
Netwealth	Yes	Yes	Yes	Yes	No	Yes / Pending
OneVue	Yes	Yes	No	Yes	No	No / Yes
Perpetual WealthFocus	Yes	No	No	No	No	No / No
Powerwrap	Yes	Yes	No	Yes	No	No / Yes
Praemium	Yes	Yes	No	Yes	No	No / Yes
UBS	Yes	No	No	No	No	No / No
uXchange	Yes	Yes	No	Yes	No	No / Yes
Wilsons Advisory	Yes	Yes	No	Yes	No	No / No

Advisers

Advisers

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Platform Availability

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