Cash Hub can support advised retail clients, high‑net‑worth (HNW) / private wealth clients, family offices, institutional clients (e.g., investment companies, superannuation trustees, managed account operators), and platform / dealer group flows—provided that all inbound funds qualify as client money linked to the financial services FinClear provides (execution, settlement, custody, corporate action funding, advice fee remittance). Client category drives disclosure pack, authority model, reporting depth, and rate schedule eligibility.
Retail access remains subject to Terms & Conditions embedding required disclosures, client standing direction for fund movements, and acknowledgement of the CRP structure. Some dealer groups may impose additional eligibility screens (balance minimums, fee models, advice authority scope); confirm with your licensee.