---
title: "Provision of independent investment advice on the 3rd National Lottery Trust Fund Investments"
ocid: "ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "GAMBLING COMMISSION"
published: "2021-09-30"
---

# Provision of independent investment advice on the 3rd National Lottery Trust Fund Investments

Buyer: GAMBLING COMMISSION  
Current stage: Award  
OCID: ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3

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## Summary

The Gambling Commission, based in Birmingham, has completed a procurement process titled "Provision of independent investment advice on the 3rd National Lottery Trust Fund Investments." This tender falls under the financial market regulatory services industry category and was classified as a direct procurement via a single tender action, given that it was below the threshold. The tender period ended on 8th July 2021, and the awarded contract, valued at £45,000, will run from 1st October 2021 until 31st January 2024.

This tender presents a significant opportunity for small and medium-sized enterprises (SMEs) specialising in financial consulting and investment advisory services. As the project focuses on independent investment advice for a vital public funding mechanism, businesses with experience in managing or advising on large financial portfolios, particularly those familiar with lottery or charitable funding, would be well-positioned to compete successfully. The successful supplier for this contract was Edale UK Management, indicating the potential for similar firms to engage in public sector contracts in the future.

## Notice

Provision of independent investment advice on the 3rd National Lottery Trust Fund Investments.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/0d3c503a-d4fb-47e3-b371-f9ec3c473bd7 |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Direct |
| Procurement method details | Single tender action (below threshold) |
| Tender suitability | SME |
| Awardee scale | SME |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 30 Sep 2021 |
| Submission deadline | 8 Jul 2021 |
| Future notice date | Not specified |
| Award date | 9 Sep 2021 |
| Contract period | 30 Sep 2021 - 31 Jan 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £45,000 |
| Lots value | Not specified |
| Awards value | £45,000 |
| 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 | GAMBLING COMMISSION |
| Locality | BIRMINGHAM |
| Post town | Birmingham |
| Postcode | B2 4BP |
| Country | England |
| ITL 1 | TLG West Midlands (England) |
| ITL 2 | TLG3 West Midlands |
| ITL 3 | TLG31 Birmingham |
| Local authority | Birmingham |
| Electoral ward | Ladywood |
| Westminster constituency | Birmingham Ladywood |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | EDALE UK MANAGEMENT |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66152000 - Financial market regulatory services

## Release History

- 30 Sep 2021 at 15:54 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/0d3c503a-d4fb-47e3-b371-f9ec3c473bd7

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/0d3c503a-d4fb-47e3-b371-f9ec3c473bd7
  30th September 2021 - Awarded contract notice on Contracts Finder

## Notice URLs

- https://www.contractsfinder.service.gov.uk/notice/fb036532-5abc-4a11-822a-1447d2c48ee5?origin=SearchResults&p=1
- https://www.gamblingcommission.gov.uk/

## 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-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-56967218-64e4-4ab4-9364-bcef93f7e7b3.json.