Literature Centre

In the Literature Centre you can find 7IM’s useful guides, technical information and other resources that explain how we can best help you, as well as company-related news and market views.

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If you can’t find what you are looking for in any of the categories below, please contact us.

About our products and services

View our brochures, user guides, application forms and other documents related to our products (such as SLI, SIPP or ISAs) and our platform-related services.

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Fund literature

View fund prices, information and documentation for the 7IM funds.

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Model portfolio literature

See our documents relating to the 7IM Model Portfolio Service, including the latest portfolio holdings and factsheets.

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News and views

For all our latest insights, regular investment commentaries and quarterly investment updates.

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Products and services

Document name	Service	Document type
7IM Bank Details	Platform, SIPP, Discretionary, Retirement	Fees & charges
7IM Business Planning for Coronavirus - FAQ	Platform	FAQs
7IM Client Platform User Guide	Platform	User guides
7IM Deceased Client Process	Platform, Discretionary	User guides
7IM DFM AKG Report 2024	Platform	Sales aid
7IM GIA, ISA and JISA Key Features (KFD)	Platform	Key features
7IM Illustrations Guide	Platform, SIPP	User guides
7IM ISA Declaration Form	Platform	Additional forms
7IM Pension Income Form	Platform, SIPP	Additional forms
7IM Platform Adviser Brochure	Platform	Brochures
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