Compare The Platform: 7IM

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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.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
VCTs, Structured products, Hedge funds
Research, Tools and Information
Data
Morningstar tools, Financial Express Analytics.
Tools
7Imagine app, Voyant.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
0-£499,9990.30%
£500,000-£999,9990.25%
£1,000,000-£1,999,9990.15%
£2,000,000-£4,999,9990.08%
£5,000,000 +0.05%
SIPP (£0-£74,999)£100 + VAT/year (Sipp portfolios above £75,000 - no charge)

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
3.0