---
title: "Provision of an Investment Advisor for Charitable Funds"
ocid: "ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST"
published: "2022-11-08"
---

# Provision of an Investment Advisor for Charitable Funds

Buyer: NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST  
Current stage: Tender  
OCID: ocds-b5fd17-cd4d0e8e-e754-447f-b027-16dfa90740a8

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## Summary

The North Tees & Hartlepool NHS Foundation Trust is inviting tenders for the provision of an Investment Advisor for Charitable Funds in the banking and investment services sector, with a contract period of 5 years, extendable annually up to 7 years. The tender closes at 12.00 noon on 14th December 2022, and the contract is scheduled to start on 8th February 2023. The procurement stage is currently active, and the procurement method is classified as 'Other - Under Threshold Tender'.

This opportunity is suitable for small and medium enterprises (SMEs) seeking to provide investment advisory services within the banking and investment sector. Businesses in the North East region of the United Kingdom may find this tender particularly relevant due to the delivery address requirements. Interested parties can contact Amanda McIntosh at NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST for further information on the tender process.

## Notice

North Tees & Hartlepool NHS Foundation Trust is seeking a Service provider to work in partnership with the Trust for the provision of an Investment Advisor for Charitable Funds across North Tees & Hartlepool NHS Foundation Trust. The period of contract will be 5 years with the option to extend the term annually up to a maximum of 7 years. The Expression of Interest close date is 12.00 noon 7th December 2022. The Invitation to Tender close date is 12.00 noon 14th December 2022. To express an interest please follow the link: https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB Additional information: North Tees & Hartlepool NHS Foundation Trust is seeking a Service provider to work in partnership with the Trust for the provision of an Investment Advisor for Charitable Funds across North Tees & Hartlepool NHS Foundation Trust. The period of contract will be 5 years with the option to extend the term annually up to a maximum of 7 years. The Expression of Interest close date is 12.00 noon 7th December 2022. The Invitation to Tender close date is 12.00 noon 14th December 2022. To express an interest please follow the link: https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/75086018-dcc9-483f-9850-ef36d2d53adf |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Not Specified |
| Procurement method details | Other - Under Threshold Tender |
| Tender suitability | SME |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 8 Nov 2022 |
| Submission deadline | 14 Dec 2022 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 8 Feb 2023 - 7 Feb 2028 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | Not specified |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

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

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | NORTH TEES AND HARTLEPOOL NHS FOUNDATION TRUST |
| Locality | STOCKTON-ON-TEES |
| Post town | Cleveland |
| Postcode | TS19 8PE |
| Country | England |
| ITL 1 | TLC North East (England) |
| ITL 2 | TLC3 Tees Valley |
| ITL 3 | TLC31 Hartlepool and Stockton-on-Tees |
| Local authority | Stockton-on-Tees |
| Electoral ward | Hardwick & Salters Lane |
| Westminster constituency | Stockton North |
| Delivery location | TLC North East (England) |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66100000 - Banking and investment services
- 66600000 - Treasury services

## Release History

- 8 Nov 2022 at 13:30 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/75086018-dcc9-483f-9850-ef36d2d53adf

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/75086018-dcc9-483f-9850-ef36d2d53adf
  8th November 2022 - Opportunity notice on Contracts Finder

## Notice URLs

- https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB

## Provenance

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