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.

Platform Release - March 2021

List of changes in our 22 March 2021 7IM platform release

User
Account Opening
Values can now be entered to 2 decimal places when Investing, Funding, or adding SIPP beneficiary details within our account opening process. We have also added the ability to confirm an end date when applying Standard Investment Instructions.
Inheritance Tax Isa Sipp
Bed & ISA
Improvements have been made to the user journey for instructing a proportional sell within the Ben & ISA process. A user can now also select funds from their ‘Favourite Funds’ list when buying into the ISA.
Resources
Client Review Report (CRR)
ISO codes have been removed from the CRR reports and replaced with currency symbols.
Health Insurance
MIFID
The MIFID 10% Drop Reporting service has been enhanced to allow you to outsource client notifications to 7IM.
Retirement
Offshore Platform
We have removed the Offshore Custody fields if you are an Adviser or DFM using our onshore Model Portfolio functionality.
Culture
Operations
Internal account opening systems have been enhanced to deliver processing efficiencies to 7IM and improved service delivery to IFAs.
Mis Retirement Income
Regular Investment
Bug fix to stop some portfolios from being delinked from a DFM model portfolio.
Slider
Transactions
Failed orders in My Orders and Not Submitted can now be cancelled in bulk rather than one at a time. We have also amended the warning text shown for Stock and Cash Movement instructions. Currency symbols for non-GBP local trade values are now shown in My Orders Complete.
Financial Intermediary

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