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7IM

The 7IM platform is at the core of 7IM’s business offering financial intermediaries a broad choice of investment propositions to their clients. The origins of the platform lie in portfolio management and client servicing and not in aggregating assets. The platform has a team dedicated to developing the platform technology and doesn’t use external sources.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior Pensions & SIPPs Other

Available investments

UK funds Offshore funds ETFs ITs Equities Bonds Other
VCTs, Structured products, Hedge funds

Table of charges

Platform charges Product charges Other charges
0-£499,999 0.30%
£500,000-£999,999 0.25%
£1,000,000-£1,999,999 0.15%
£2,000,000-£4,999,999 0.08%
£5,000,000 + 0.05%
SIPP (£0-£74,999) £100 + VAT/year (Sipp portfolios above £75,000 - no charge)
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Research, tools and information

Data

Morningstar tools, Financial Express Analytics.

Tools

7Imagine app, Voyant.