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Further information on MiFID II can be accessed here
Further information on holdings is published in the factsheet for each of the funds and detailed information is available in each snapshot. These are updated monthly and our fund information can be accessed here.
Dates of income allocations (for the income share classes) are stated in each fund’s prospectus.
The minimum investment amounts for each fund and each share class are included in the relevant fund prospectus and key investor information documents, which are available on our Literature page.
Gains will be liable to capital gains tax only when investments are sold. There is no capital gains tax on disposals on underlying investments within the fund. Distribution from the funds take the form of dividend distributions and are taxed according to HMRC rules. Full details of the taxation of shareholders is set out in each fund's prospectus.
Prices are published daily on our Fund Prices and Performance page.
Investments can be made via lump sums or through a regular series of payments. Please contact us to find out how we can help you set up either option for your clients.
An individual account can be changed to a joint account or you can open a new joint account on behalf of a client. As we charge fees on a family basis, this will not increase our fees. Please call us on 020 7760 8777 to find out how.
Our platform is whole of market. The advantage to using our platform though is that it is we offer a discount on the headline fees for our funds. Find out more by calling our platform support team on 020 7760 8707.
We can help you tailor what we do to fit your clients’ and business needs. We have a broad range of services but you can use as much or as little of our support as you choose. To find out more, please contact our business development support team on 020 7760 8777.
We do, but if you ask us not to make contract notes available directly to your clients, we will not do so. Transaction details are available if your clients access their accounts online.
You can set up each of your clients individually. However, if you want full access to the back office integration and the ability to access all your clients’ investments through our award-winning app, you do have to become a 7IM Platform user.
For the latest information concerning 7IM funds’ or model portfolios’ performance, please see the literature section of the website here or you can call us on 020 7760 8777.
We can also set you up with our award-winning app, 7IMagine, where you can access detailed information and breakdowns of any investments with 7IM to help your financial planning conversations with your clients.
It is a straightforward process. The simplest way is to contact us and we can discuss how to transfer your client’s holdings to 7IM. Our phone number is 020 7760 8777.
Alternatively, you can write to your clients' existing provider and let them know which investments you wish to transfer. This can take as little as ten days, but some holdings can take significantly longer.
When we receive the clients’ completed account opening documentation, we can open the necessary accounts for your clients, however this will be subject to verification of your clients’ identity and our approval processes
Please note that if you are transferring investments to us from another provider, we will not be able to invest any proceeds from the sale of these investments for your clients until the investments have been transferred to your 7IM account, sold and settled. We will keep you informed of progress on a regular basis.
Interest is payable on cash held in portfolios at a rate of base rate minus 0.75%. If the base rate is 0.75% or below, interest will not be applied. Interest is calculated on a daily basis and credited to portfolios every six months in arrears. If accrued interest is less than £10 over a six month period per client, no interest will be credited for that period.
We have national coverage and would be delighted to come and see you to talk through our funds, model portfolios, discretionary or platform support. Or we can talk about how we help other planners with their businesses. To find out more, please contact our business development support team on 020 7760 8777.
The majority of the 7IM funds have a T+4 settlement period, i.e. four days after we receive your instructions. For our Equity Value Funds, the period is T+3.
Please visit our Literature page to download the latest prospectus for each set of 7IM funds.
The provision of investment advice is not one of our core services and we do not currently offer financial planning services such as tax management or pension services. We do offer some limited advice on investments to clients with whom we have a discretionary relationship directly and so, in regulatory terms, are described as restricted. We encourage our clients to have a financial plan and are not interested in developing a financial advice business.
You can reach us by phone 020 7760 8777, post using the below address or email us on firstname.lastname@example.org.
Seven Investment Management
Your feedback is important to us and helps us to maintain and improve our high service levels. However if you are unhappy, please contact us on 020 7760 8777 or email email@example.com. You can read more about our complaints process here.
Your clients’ fees are collected from cash held in the relevant account. When you set up accounts on behalf of your clients, you will be asked to specify which account(s) you prefer fees to be paid from. You can change this at any time by contacting us on 020 7760 8777.
We offer advice on a restricted basis as defined by the rules of our regulator, the Financial Conduct Authority.
It is important that this is put into an appropriate context to avoid any possible misunderstanding of the service we offer. The provision of investment advice is not one of our core services. These are:
- discretionary investment management services
- management of collected investment schemes
- provision of platform services for authorised intermediary services
We do not offer any financial planning services such as tax management, pension services etc., and therefore our advisory services which are limited to information and advice on specific investments to clients with whom we have a discretionary relationship are necessarily described as restricted.
It’s important we know of changes in client’s personal details for suitability purposes. As such, please inform us of this change as soon as possible using one of the methods below: Contact us by phone on 020 7760 8777 to find out more.
We support the introduction of the Financial Reporting Council's Stewardship Code, which sets out the responsibilities for institutional shareholders in respect of investee companies.
The code aims to advance the quality of engagement between institutional investors and companies to help improve the long-term returns to shareholders and the efficient exercise of governance responsibilities.
Please click here The UK Stewardship Code - Compliance Statement FAQ to view the full details of our Compliance Statement.
7IM is the Authorised Corporate Director for the 7IM Funds. Please visit our Literature page to download the latest prospectus.
In just a few easy steps, you can change your password at any time by logging into your account with your existing password and existing 5 digit PIN number and by clicking on the 'My Portfolios' tab at the top of the right hand side of the screen and choosing 'Change my Password or PIN'.
A new screen should be displayed with buttons that will allow you change either your Password or your 5 digit PIN Number.
Important note about your password information: When choosing a new password you must ensure it is between 8 and 15 characters and contain a combination of alpha and numeric characters.
The website is 'case-sensitive', so it is important for you to note the exact arrangement you decide to use for your new password. For example, a combination of upper and lower case, or all upper case, or all lower case, and whether or not you include numbers.
To change your password, please continue by clicking on the 'Change Password' button.
Step 1: Enter your existing password in full into the 'Old Password' box
Step 2: Enter your new password (as you would like it to be) in the 'New Password' box
Step 3: Re-enter your new password in the 'Confirm New Password' box
Step 4: Click in the 'Submit' button to submit your new password details
On successful completion of changing your password details, you will receive the following confirmation message:
'Your password has been successfully updated. Please remember to use your new password when you next logon'.
If you have any queries about changing your password details, please contact your 7IM relationship manager.
Telephone: 020 7760 8790
In just a few easy steps, you can change your 5 digit PIN number at any time by logging into your account with your existing password and existing 5 digit PIN number and by clicking on the 'My Portfolios' tab at the top of the right hand side of your screen and then choosing 'Change my Password or PIN'. A new screen should be displayed with buttons that will allow you change either your Password or your 5 digit PIN Number.
To change your existing 5 digit PIN, please continue by clicking on the 'Change PIN Number' button.
Step 1: Enter your existing 5 digit PIN number in full into the 'Existing PIN' box
Step 2: Enter your new 5 digit PIN number (as you would like it to be) in the 'New PIN' box
Step 3: Re-enter your new 5 digit PIN number in the 'Confirm New PIN' box
Step 4: Click on the 'Submit' button to submit your new 5 digit PIN number details.
On successful completion of changing your 5 digit PIN number details, you will receive the following confirmation message:
'Your PIN number has been successfully updated. Please remember to use your new PIN number when you next logon'.
If you have any queries about changing your 5 digit PIN number details, please contact your 7IM relationship manager.
Telephone: 020 7760 8790
Our website incorporates 128-bit encryption. This means your data is protected and cannot be viewed by anyone else. All of your account details are held in the secure area of our site.
If you are experiencing trouble registering online, please speak to our helpdesk. They are available Monday to Friday 09:00 - 17:30 on 020 7760 8790 or by email on firstname.lastname@example.org.
If you have forgotten your password, please contact our helpdesk. They are available Monday to Friday 09:00 - 17:30 on 020 7760 8790 or by email on email@example.com.
For security purposes, a new password will be generated and sent direct to you by post so you can regain access to your portfolio(s). We are unable to confirm any password details by telephone, email or fax.
As part of our security, if you try to access your account online and are unsuccessful three times or more, your account will automatically become disabled. Should this happen, please call our helpdesk for them to re-enable your account. They are available Monday to Friday 09:00 - 17:30 on 020 7760 8790 or by email on firstname.lastname@example.org.
You should be aware that the value of investments may go up and down and investors may get back less than they invested originally.