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.

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Non-personal accounts on the 7IM Platform

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

Opening

To open an account, download and complete the relevant application form and send to postroom@7im.co.uk with any supporting documents.

Non-personal accounts are more complex than personal due to the number of people involved in the application (e.g. trustees or directors etc). For AML purposes we may require personal information about all these individuals. View our guide which highlights what we do need and when.

For any transfers into non personal accounts, download and complete the transfer form and send it to postroom@7im.co.uk.

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Funding

We recommend asking clients to send money via bank transfer to the account details below. The money will be available quicker for you to invest.

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: {7IM account number}

Cheques

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

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Reporting

All 7IM non-personal accounts are set up separately from any individual 7IM accounts.

However these accounts can be linked to individual clients and therefore be included in that client’s quarterly statements and visible under their online login to both our Client portal and 7IMagine app.

Non-personal clients will receive an annual tax pack in the post from us (normally in June) that contains details of the income and gains received during the tax year. The start and end date of the year can be customised at outset for limited companies who might want these reports to mirror their own reporting year. Copies of these tax packs will be available to download from our platform.

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