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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Platform release - May 2021

List of changes in our 21 May 2021 7IM Platform release

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Client reporting
We've expanded our reporting so that clients can now be set up with a base currency of Euros or US Dollars. This is all supported by our technology and clients can view their portfolios in their chosen currency in their quarter end reports, across the client portal and 7IMagine.
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MIFID reporting
We have added a Platform Costs and Charges report that provides transaction level data for all clients
Savings
Online account opening
You are now able to complete an online application for existing clients who are opening up a new account.
Mis Retirement Income
Regular investments
There is no longer a minimum trade size for regular investments.
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Standing investment instruction (SII) maintenance
Any Standing Investment Instructions set up via an online application are now visible in the platform. You can now also edit, cancel or allocate cash alongside a model under this tab.
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Quarter end reports
The Discretionary Fund Manager (DFM) model name will now be included in the clients quarter end reports.

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