Investment accounts on the 7IM Platform

This information hub provides guidance on how to open, top-up, and manage the various wrappers available on our platform. If you have any queries in regards to our investment accounts, our platform service team will be happy to assist.

Investment accounts

Taxable Accounts (GIA)

We have a range of reports and tools to help you manage your clients’ Capital Gains Tax allowance.

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ISA

Everything you need to know about making the most of your clients’ flexi-ISA allowances on the 7IM Platform.

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Junior ISA

Clients on the 7IM Platform can invest for their children by using the annual Junior ISA allowance.

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Bonds

7IM does not provide its own bond, but you can set up a 7IM account with either an onshore or offshore bond provider.

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Pension investment accounts

7IM SIPP

Everything you need to know to administer the 7IM SIPP on our platform.

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7IM Junior SIPP

We also facilitate a Junior SIPP for your clients on our platform.

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Third party SIPP

If you do want to use the 7IM SIPP, we also have a number of third party SIPPs available on the 7IM Platform

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Non-personal

In addition to accounts for individuals, the 7IM Platform can open accounts for non-personal or entity clients.

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Platform help centre

Here you will find a host of useful information to help guide you through the 7IM Platform.

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Literature centre

All the literature and documents that you need can be found in our literature centre.

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DFMs on Platform

The award winning 7IM Platform has been designed for firms who want to use discretionary investment models.

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Get in touch

If you have any queries in regards to our investment accounts, our platform support team will be happy to assist.

020 7760 8707

platformmailbox@7im.co.uk

Meet the team