Platform help centre
Here you will find a host of useful information to help guide you through the 7IM Platform.
Video guidesPlatform video guides
Please select one of the below categories to help find the video guide suitable to you.
Popular Platform documents
- 7IM Platform Adviser User Guide
- 7IM Platform Adviser Brochure
- 7IM Client Website User Guide
- 7IM Platform Client Brochure
- JISA Account Opening Form
- 7IM Bank Details
- Platform Service – Fees & Charges
- 7IM SIPP Fees & Charges
- ISA Transfer Form
- 7IM ISA Declaration Form
All of our forms and documents can be found in our literature centre.
Discover more
Investment accounts on the 7IM Platform
Visit our information hub providing guidance on how to open, top-up, and manage the various wrappers available on our platform.
Discover more
Discretionary fund managers
Discretionary fund managers and the model portfolios available on the 7IM Platform.
Discover more
Latest updates to the 7IM Platform service
Keep up to date with the latest new features on the 7IM Platform as well as a look ahead to future developments.
Discover more
Contact us
Need to get in touch? Our Platform Service Team can help with technical support.
Financial Intermediary
I confirm that I am a Financial Adviser, Solicitor or Accountant and authorised to conduct investment business.
If you do not meet this criteria then you must leave the website or select an appropriate audience.