Appointment of Investment Advisor Endowment Funds
NHS Ayrshire and Arran are seeking Tenders for the Appointment of an Investment Advisor to manage their Endowment Funds Investment Portfolio in line with the Trustees Investments Act. The fund has charitable status and is exempt from Income and Capital Gains Tax. To ensure that the portfolio performs to its maximum potential, the appointed Investment Consultant must be a member of the London Stock Exchange and be regulated by the Financial Services Authority.
Buyer
NHS Ayrshire & Arran
Value
Not provided
Published
24 Dec 2018
Closes
30 Jan 2019
Procurement details
Source
Pcs
Region
United Kingdom
Procurement method
Open
Category
Services
Contract starts
Not provided
Contract ends
Not provided
CPV classifications
66100000
Banking and investment services
66150000
Financial markets administration services
66120000
Investment banking services and related services
Lots
Lot 1 Appointment of Investment Advisor Endowment Funds
Value not provided
Appointment of Investment Advisor Endowment Funds
Delivery: UKM94
Documents
Unlock document linkAppointment of Investment Advisor Endowment Funds
Not provided
NHS Ayrshire and Arran are seeking Tenders for the Appointment of an Investment Advisor to manage their Endowment Funds Investment Portfolio in line with the Trustees Investments Act. The fund has charitable status and is exempt from Income...
Contract notice · Web page
Invitation to Tender
27 Dec 2018
Word document
Draft Terms and Conditions
27 Dec 2018
Word document
Investment Charter
27 Dec 2018
Word document
Appointment of Investment Advisor Endowment Funds
Not provided
Award notice · Web page
Contains public sector information licensed under the Open Government Licence v3.0.