Notice Information
Notice Title
Appointment of Investment Advisor Endowment Funds
Notice Description
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.
Lot Information
Lot 1
Appointment of Investment Advisor Endowment Funds
Renewal: Maximum of 2 x 12 month extensions
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-r6ebe6-0000568701
- Publication Source
- Public Contracts Scotland
- Latest Notice
- https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR352626
- Current Stage
- Award
- All Stages
- Tender, Award
Procurement Classification
- Notice Type
- OJEU - F3 - Contract Award Notice
- Procurement Type
- Standard
- Procurement Category
- Services
- Procurement Method
- Open
- Procurement Method Details
- Open procedure
- Tender Suitability
- Not specified
- Awardee Scale
- Large
Common Procurement Vocabulary (CPV)
- CPV Divisions
66 - Financial and insurance services
-
- CPV Codes
66100000 - Banking and investment services
66120000 - Investment banking services and related services
66150000 - Financial markets administration services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- £207,360 £100K-£500K
Notice Dates
- Publication Date
- 25 Apr 20196 years ago
- Submission Deadline
- 30 Jan 2019Expired
- Future Notice Date
- Not specified
- Award Date
- 25 Mar 20196 years ago
- Contract Period
- Not specified - Not specified
- Recurrence
- 3 to 5 years depending on extensions
Notice Status
- Tender Status
- Complete
- Lots Status
- Complete
- Awards Status
- Not Specified
- Contracts Status
- Active
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- NHS AYRSHIRE & ARRAN
- Contact Name
- Elaine McCabe
- Contact Email
- elaine.mccabe@aapct.scot.nhs.uk
- Contact Phone
- +44 1294323596
Buyer Location
- Locality
- AYR
- Postcode
- KA6 6AB
- Post Town
- Kilmarnock
- Country
- Scotland
-
- Major Region (ITL 1)
- TLM Scotland
- Basic Region (ITL 2)
- TLM9 Southern Scotland
- Small Region (ITL 3)
- TLM94 South Ayrshire
- Delivery Location
- TLM94 South Ayrshire
-
- Local Authority
- South Ayrshire
- Electoral Ward
- Maybole, North Carrick and Coylton
- Westminster Constituency
- Ayr, Carrick and Cumnock
Further Information
Notice Documents
-
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340898&idx=1
27th December 2018 - Invitation to Tender -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340898&idx=2
27th December 2018 - Draft Terms and Conditions -
https://www.publiccontractsscotland.gov.uk/NoticeDownload/DownloadDocument.aspx?id=DEC340898&idx=3
27th December 2018 - Investment Charter -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=DEC340898
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. -
https://www.publiccontractsscotland.gov.uk/search/show/search_view.aspx?ID=APR352626
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.
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
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.
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