---
title: "Investment Portfolio Management"
ocid: "ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "BODMIN TOWN COUNCIL"
published: "2019-07-10"
---

# Investment Portfolio Management

Buyer: BODMIN TOWN COUNCIL  
Current stage: Award  
OCID: ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426.json)

## Summary

The procurement process, initiated by Bodmin Town Council, pertains to an "Investment Portfolio Management" tender, classified under the CPV code for banking and investment services. This contract, valued at £7,250, forms part of a previously awarded contract and concluded on 18th February 2010. The contract period spans from 23rd February 2010 to 23rd February 2020. The delivery addresses include various locations, encompassing the British Overseas Territories, Channel Islands, Europe, the Isle of Man, and the United Kingdom.

This tender presents a valuable opportunity for businesses specialising in investment portfolio management services, particularly small and medium-sized enterprises (SMEs) engaged in banking and financial services. Companies with expertise in managing investment portfolios, particularly those able to navigate the diverse delivery locations outlined, may find this an advantageous prospect to pursue. Given the previously awarded nature of the contract, potential bidders should also evaluate ways to distinguish their offerings to enhance competitiveness.

## Notice

Investment Portfolio Management Services

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/12ddcb92-f823-46c1-851b-0211853c64c2 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Not specified |
| Procurement method | Not Specified |
| Procurement method details | Other - Previously Awarded Contaract |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Jul 2019 |
| Submission deadline | 18 Feb 2010 |
| Future notice date | Not specified |
| Award date | 18 Feb 2010 |
| Contract period | 23 Feb 2010 - 23 Feb 2020 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £7,250 |
| Lots value | Not specified |
| Awards value | £7,250 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | BODMIN TOWN COUNCIL |
| Locality | BODMIN |
| Post town | Plymouth |
| Postcode | PL31 2DQ |
| Country | England |
| ITL 1 | TLK South West (England) |
| ITL 2 | TLK3 Cornwall and Isles of Scilly |
| ITL 3 | TLK30 Cornwall and Isles of Scilly |
| Local authority | Cornwall |
| Electoral ward | Bodmin St Petroc's |
| Westminster constituency | North Cornwall |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | HSBC BANK |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services

## Release History

- 10 Jul 2019 at 10:24 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/12ddcb92-f823-46c1-851b-0211853c64c2

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/12ddcb92-f823-46c1-851b-0211853c64c2
  10th July 2019 - Awarded contract notice on Contracts Finder

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-43c175a2-a65c-4ada-8e24-bcb2a7ff0426.json.