The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Financial advisers Icon to toggle site branch
Open search Search

7IM Junior ISA (JISA)

Clients with a 7IM account can open a Junior ISA (JISA) and invest for their children using the child’s £9,000 JISA allowance. If the parent account does not have a 7IM individual account, you can open one quickly and easily using our Online Application process.

New clients

Existing clients

New clients

Please note that all forms can be signed electronically by your client using a recognised e-signature system such as Docusign or Adobe sign.

Payment details

Payments made to 7IM by bank transfer will be available to invest quicker than those sent by cheque.

Bank: ROYAL BANK OF SCOTLAND
Swift Code: RBOSGB2LXXX
Sort Code: 16-04-00
Account Number: 31266302
Account Name: Pershing Securities Ltd Client Hub Account
Payment reference: {Parent's 7IM individual investment account number}

Cheques

Cheques should be made payable to Pershing Securities Limited with the parent's 7IM individual investment account number on the back and posted to 7IM, 55 Bishopsgate, London EC2N 3AS.

Reporting

All 7IM Junior ISA accounts will be included in the client’s quarterly statements and visible on the 7IM Client Portal and 7IMagine app.

7Imagine AS 01

Transfers

Existing JISAs or Child Trust Funds (CTFs) held by another provider can be transferred to a 7IM JISA either in-specie (also known as re-registering) or in cash.

Clients will need to complete and sign our JISA Transfer form and then send it to postroom@7im.co.uk.

Where possible we will transfer assets electronically using the Altus system.

You will be able to monitor the progress of every transfer by logging into our platform.

Useful tools

Existing clients

Payment details

Payments made to 7IM by bank transfer will be available to invest quicker than those sent by cheque.

Bank: ROYAL BANK OF SCOTLAND
Swift Code: RBOSGB2LXXX
Sort Code: 16-04-00
Account Number: 31266302
Account Name: Pershing Securities Ltd Client Hub Account
Payment reference: {Parent's 7IM individual investment account number}

Cheques

Cheques should be made payable to Pershing Securities Limited with the parent's 7IM individual investment account number on the back and posted to 7IM, 55 Bishopsgate, London EC2N 3AS.

Reporting

All 7IM Junior ISA accounts will be included in the client’s quarterly statements and visible on the 7IM Client Portal and 7IMagine app.

Client Portal Appetiser

Transfers

Existing JISAs or Child Trust Funds (CTFs) held by another provider can be transferred to a 7IM JISA either in-specie (also known as re-registering) or in cash.

Clients will need to complete and sign our JISA Transfer form and then send it to postroom@7im.co.uk.

Where possible we will transfer assets electronically using the Altus system.

You will be able to monitor the progress of every transfer by logging into our platform.

Useful tools

Discover more

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.

Search
Contact us
Close