Step 1 – Agreement
An Investment Agreement between the Adviser and WM Capital Management is completed. WM Capital Management will notify 7IM and instruct access to the Unicorn AIM IHT Portfolios.
Step 3 – Instruction
Once the agreements are in place, a rebalance is instructed into the desired Unicorn AIM IHT Portfolio by the adviser online. This trade then links the wrapper to the desired Unicorn AIM IHT Portfolio going forward.
Step 2 – Appointment
The Adviser’s Client completes 7IM’s DFM form and sends it directly to 7IM at their head office: Seven Investment Management, 3rd Floor, 55 Bishopsgate, London, EC2N 3AS
Step 4 – Management
Once the rebalance has been instructed, the portfolio will then be managed by WM Capital Management in accordance with the Investment Agreement. Changes to the portfolio holdings are completed on a discretionary basis.