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 - March 2022

List of changes in our 4 March 2022 7IM Platform release

Here are the changes we have made in this release:

Portfolio
MIFID reporting
We have added a Client MIFID Relationship report that provides MIFID relationship data including the service offered (i.e. discretionary or advised) for all clients and supports new regulatory reporting requirements under MIFID PRU 4.7 (IFPR reporting). It is important that we have the correct information about your MIFID relationship with each client, as this affects what we report (such as the transaction reporting). Please contact our Platform Service Team know if any client’s relationship needs amending.
Info
DFM MPS information for third party software
We’ve now added the DFM model name to the data feed that we make available to third party software providers. This will allow the software providers to use and display the DFM model name for a 7IM account on their systems and reports. Please note that this will require the software providers to amend their systems to use and display this new data field should they wish.
Cogs
Under the bonnet improvements
We’ve also been working in the background to continually improve the reliability and stability of our platform and as a result, have released several fixes for known bugs to provide a more robust service for you and your clients.
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