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 - September 2021

List of changes in our 17 September 2021 7IM Platform release

Easy access to client SIPP information

Once logged in to the 7IM Platform, you will now have access to a broad range of 7IM SIPP specific information in the client account area, including:

  • Crystallised/uncrystallised split
  • Contributions in the current tax year
  • Income drawdown in the current tax year
  • Arrangements
  • Beneficiaries
Platform Release September
CGT reporting
The firm level all clients CGT report can now be downloaded in CSV format, making it easier to analyse the data. To access this report go to: Reports > Tax > CGT Reports > All Client CGT Reports.
Portfolio groups
To prevent any accidental delinking, we have removed the unlink button from DFM portfolio groups.
Regular withdrawals
We have fixed a few bugs to improve the regular withdrawal process and the online status alerts.
Platform improvements
We’ve been working hard 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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