As a managed client you have instructed 7IM to make investment decisions on your behalf, which we will do in accordance with your attitude to risk and investment objectives. You will benefit from institutional calibre management of your capital; our institutional managers have been selected for many reasons including their past performance. However, no assurance can be given that the actual performance of any investment portfolio component will equal its targeted return or will not result in loss of principal. Past performance is no guarantee of future returns.
Advised Clients:
As an advised client you have instructed 7IM to defer from making investment decisions on your behalf. No assurance can be given that the actual performance of any investment recommendation or research will equal its anticipated return or will not result in loss of principal. Past performance is no guarantee of future returns.
- Defensive
- Cautious
- Balanced
- Growth
- Aggressive Growth
If you would like to discuss your current risk profile or are considering changing your exposure to risk, please contact your Advisor.
If you would like to request a withdrawal please contact your Advisor. 7IM has agreed exit and entry times with its Institutional Managers for when new funds can be entered or funds taken out. The withdrawal of funds from an existing portfolio will therefore be determined by the exit date agreed.
On the agreed exit date for withdrawal, your money will be transferred by BACS to your nominated bank account. This will take three working days. Please note that as payments are made by BACS, we can only make payments to UK listed banks or building societies.
If you require a same day CHAPS payment, or an international SWIFT payment to an overseas bank, you must advise us at the time of the request. Same day payments are charged at £15, SWIFT payments are normally charged at £25, and we must be notified before 2pm. In all cases, you can only transfer funds to an account in your name, for which 7IM holds details.
Advised Clients:
If you would like to request a withdrawal please contact your Advisor. Transfers will be made by BACS to your nominated bank account. This will take three working days. Please note that as payments are made by BACS, we can only make payments to UK listed banks or building societies.
If you require a same day CHAPS payment, or an international SWIFT payment to an overseas bank, you must advise us at the time of the request. Same day payments are charged at £15, SWIFT payments are normally charged at £25, and we must be notified before 2pm. In all cases, you can only transfer funds to an account in your name, for which 7IM holds details.
All Withdrawals:
Please note that the transfer of funds from a sale cannot proceed until the bargain has settled. In all cases, you can only transfer funds to an account in your name, for which 7IM holds details.
7IM has agreed exit and entry times with its Institutional Managers for when new funds can be entered or funds taken out. The closing of an existing portfolio will therefore be determined by the exit date agreed and the settlement periods for securities liquidated. Your Advisor will keep you informed of progress on a regular basis.
On the next £40,000 - Base Rate minus 2%
On the balance over £50,000 - Base Rate minus 1%
If you are an overseas resident you can receive interest gross. To do this, please contact your Advisor so they can issue you with the relevant document to sign and return.
Please click here to see the full details of 7IM's TCF document.
Contacting an Advisor on 020 7760 8777
Write to:
Seven Investment Management
125 Old Broad Street
London
EC2N 1AR
or e-mail us at: information@7im.co.uk
Contact an Advisor: 020 7760 8777
Write to:
The Complaints Administrator
Seven Investment Management
125 Old Broad Street
London EC2N 1AR
or email us at: information@7im.co.uk
Your feedback is important and helps us to both maintain and improve our high service levels.
We have an internal complaints procedure which follows FSA recommendations. We will be happy to provide you with a copy of this upon request.
Contact your Advisor: 020 7760 8777
or write to:
Seven Investment Management
125 Old Broad Street
London
EC2N 1AR
Please click here to see the full details of the 7IM Remuneration Policy document.
For full details on 7IM's Best Execution Policy, please click here.
A new screen should be displayed with buttons that will allow you change either your Password or your 5 digit PIN Number.
Important note about your password information: When choosing a new password you must ensure it is between 8 and 15 characters and contain a combination of alpha and numeric characters.
The website is 'case-sensitive', so it is important for you to note the exact arrangement you decide to use for your new password. For example, a combination of upper and lower case, or all upper case, or all lower case, and whether or not you include numbers.
To change your password, please continue by clicking on the 'Change Password' button.
Step 1: Enter your existing password in full into the 'Old Password' box
Step 2: Enter your new password (as you would like it to be) in the 'New Password' box
Step 3: Re-enter your new password in the 'Confirm New Password' box
Step 4: Click in the 'Submit' button to submit your new password details
On successful completion of changing your password details, you will receive the following confirmation message:
'Your password has been successfully updated. Please remember to use your new password when you next logon'.
If you have any queries about changing your password details, please contact your 7IM Advisor.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
Telephone: 020 7760 8777
Email: technical@7im.co.uk
Telephone: 020 7760 8777
Email: technical@7im.co.uk
For security purposes, a new password will be generated and sent directly to you by post in order for you to regain access to your
portfolio(s). We are unable to confirm any password details by telephone, email or fax.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
If you have entered your new password details incorrectly, you will receive the following warning message: 'Invalid confirmation of new password. The confirmation password must match the new password. Please retype the new password'. If you continue to experience problems when trying to change your password details, please contact the 7IM Helpdesk.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
A cookie enables the website to work more efficiently; it often includes a unique identifier that means we can provide a personalised service to you such as showing your portfolio details online once you have entered your user name and password in the usual way.
We only use what are known as "session" cookies which remain on your computer only for the time you are visiting the 7IM site and these are deleted after each visit to our site. It is important to note that with session cookies, no personal information is stored in the "Cookie File" on your computer.
If you set your computer to reject cookies you can still look around the 7IM website anonymously but you will not be able to access any personal data relating to your portfolio. If you try to log in to the 7IM website to view your portfolio but cookies have been disabled, our website will display a message asking you to re-enable cookies.
If cookies have been disabled on your computer, click on the "help" menu in your browser and follow the instructions given.
If you experience any difficulties in using the website, please contact the 7IM Helpdesk.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
A new screen should be displayed with buttons that will allow you change either your Password or your 5 digit PIN Number.
To change your existing 5 digit PIN, please continue by clicking on the 'Change PIN Number' button.
Step 1: Enter your existing 5 digit PIN number in full into the 'Existing PIN' box
Step 2: Enter your new 5 digit PIN number (as you would like it to be) in the 'New PIN' box
Step 3: Re-enter your new 5 digit PIN number in the 'Confirm New PIN' box
Step 4: Click on the 'Submit' button to submit your new 5 digit PIN number details.
On successful completion of changing your 5 digit PIN number details, you will receive the following confirmation message:
'Your PIN number has been successfully updated. Please remember to use your new PIN number when you next logon'.
If you have any queries about changing your 5 digit PIN number details, please contact your 7IM Advisor.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
Detailed information about your computer system requirements are provided on the Adobe website and you should read these first before you continue download any new software applications onto your computer.
For security purposes, your existing 5 digit PIN will be reset so that you may choose a new PIN number and regain access to your portfolio(s). As all PIN number details are encrypted, we are unable to confirm any PIN details by telephone, email or fax.
Telephone: 020 7760 8777
Email: technical@7im.co.uk
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Answers to your most common queries. Click on any question to view our response.