Award

Ask AI about this notice

Summarise, research or assess it with AI

View Markdown

Share this notice

Send this contract to a colleague

Provision of Investment Fund Administration, Trustee and Depositary Services_270618

LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD

This public procurement record has 6 releases in its history.

Award

01 Apr 2019 at 09:34

Award Notice
TenderAmendment

16 Jul 2018 at 09:00

Tender Notice
TenderAmendment

06 Jul 2018 at 10:30

Tender Notice
TenderAmendment

06 Jul 2018 at 08:58

Tender Notice
TenderAmendment

27 Jun 2018 at 13:41

Tender Notice
Tender

27 Jun 2018 at 13:36

Tender Notice
Summary of the contracting process

The Local Pensions Partnership Investments Ltd (LPP I) has completed the procurement process for the provision of Investment Fund Administration, Trustee and Depositary Services for a Real Estate Fund. The procurement was conducted under an open procedure, which aimed to establish a panel of specialist service providers to offer various services, including fund accounting, transfer agency, trustee, and depositary services. The tender period concluded on 27 July 2018, with the related contract period commencing on 1 October 2018 and lasting until 30 September 2022. The service providers are expected to respond to a delivery address located at Preston, England, under the industry category of pension investment services.

This contract presents significant opportunities for growth, particularly for businesses in the financial and investment services sectors. Companies that specialise in fund administration, accounting, or related trustee and depositary services would find this tender well-suited for their expertise. Moreover, Small and Medium Enterprises (SMEs) are encouraged to participate, as they can bid on any number of service lots without disadvantage, enabling them to contribute to this competitive landscape while expanding their client portfolio.

How relevant is this notice?

Notice Information

Notice Title

Provision of Investment Fund Administration, Trustee and Depositary Services_270618

Notice Description

Local Pensions Partnership Investments Ltd (LPP I) is inviting tenders for the provision of 'Investment Fund Administration, Trustee and Depositary Services' for a Real Estate Fund which it will manage on behalf of its clients. LPP I wishes to establish a panel of specialist service providers, which it can approach to provide fund accounting, fund administration, transfer agency, trustee and depositary services for the Real Estate Fund and preferably other fund structures (holding both liquid and illiquid assets) which LPP I manages / operates on behalf of its clients. Lots are comprised of: Lot A Fund accounting and administration services Lot B Transfer agency services Lot C Trustee services Lot D Depositary services Please note, interested suppliers will not be at any disadvantage if they decide to bid on only one Lot. Equally, interested suppliers will not be at any disadvantage if they decide to bid on more than one Lot or bid on all four Lots' Additional information: Please apply directly to the buyer using the contact details provided.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-42485d61-7bbd-4cbd-b5e5-7fd03a7e9ae7
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/b188c86c-bae7-4492-adc6-0bb2225840ef
Current Stage
Award
All Stages
Tender, Award

Procurement Classification

Notice Type
Award Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
SME
Awardee Scale
Large

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66131100 - Pension investment services

66141000 - Pension fund management services

Notice Value(s)

Tender Value
£1
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
1 Apr 20197 years ago
Submission Deadline
27 Jul 2018Expired
Future Notice Date
Not specified
Award Date
30 Sep 20187 years ago
Contract Period
1 Oct 2018 - 30 Sep 2022 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Complete
Lots Status
Not Specified
Awards Status
Active
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
LOCAL PENSIONS PARTNERSHIP INVESTMENTS LTD
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
PRESTON
Postcode
PR1 8XJ
Postcode Area
Preston
Country
England
Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD4 Lancashire
Small Region (ITL 3)
TLD45 Mid Lancashire
Delivery Location
Not specified
Local Authority
Preston
Electoral Ward
City Centre
Westminster Constituency
Preston

Supplier Information

Number of Suppliers
6
Supplier Names

Aztec Financial Services (Jersey) Limited

BNY Mellon

Crestbridge UK Limited

Langham Hall UK LLP

Link Alternative Fund Administrators Limited (LAFA)

Northern Trust Global Services Plc

Further Information

Notice Documents

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

Loading OCDS record...