---
title: "Provision of Investment Services for OSPT"
ocid: "ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff.json"
source: "Contracts Finder"
current_stage: "Tender"
buyer: "MINISTRY OF JUSTICE."
published: "2019-07-29"
---

# Provision of Investment Services for OSPT

Buyer: MINISTRY OF JUSTICE.  
Current stage: Tender  
OCID: ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff

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## Summary

The Ministry of Justice is seeking tenders for the provision of Investment Services, a contract valued at £1,050,000. This opportunity is classified under financial and insurance services and is located in London, United Kingdom. The procurement process is currently in the tender stage, with the submission deadline set for 6th September 2019. The tendering method adopted is an open procedure, allowing participation from a broad range of suppliers.

This tender represents a significant opportunity for businesses proficient in investment management and financial advisory services. Companies that possess the necessary regulatory qualifications and a strong track record in providing management information and consolidated valuation reports will be well-suited to compete. Engaging in this tender could pave the way for future contracts, contributing to strategic growth and enhanced service offerings in the public sector.

## Notice

This contract is for the provision of Investment Services for the Official Solicitor and for the Public Trustee. The business need is for the provision of investment advice to the Official Solicitor and to the Public Trustee in respect of their current estates and trusts and for future cases. The key requirements are: - Provision of investment advice by a fully qualified Investment Manager (whose activities are professionally regulated); - Provision of associated management information (MI) in line with the schedule set out in the below Management Information (MI) section; - Provision of monthly consolidated valuation reports; - The Investment Manager must provide a contract note for each sale or purchase at the point of transaction. The contract note shall be emailed to the relevant case manager; - The Investment Manager will accept all funds that are referred to the Investment Manager (without reference to the value of the Fund or otherwise); - Contribute to the stewardship accounts; - Must comply to the Trustee Act 2000

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/3332a6d8-9ce9-48e3-bada-3ace017b2822 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure (above threshold) |
| Tender suitability | Not specified |
| Awardee scale | Not specified |
| All stages | Tender |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 29 Jul 2019 |
| Submission deadline | 6 Sep 2019 |
| Future notice date | Not specified |
| Award date | Not specified |
| Contract period | 3 Dec 2019 - 2 Dec 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £1,050,000 |
| 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 | MINISTRY OF JUSTICE. |
| Locality | LEEDS |
| Post town | Leeds |
| Postcode | LS1 4AP |
| Country | England |
| ITL 1 | TLE Yorkshire and The Humber |
| ITL 2 | TLE4 West Yorkshire |
| ITL 3 | TLE42 Leeds |
| Local authority | Leeds |
| Electoral ward | Hunslet & Riverside |
| Westminster constituency | Leeds South |
| Delivery location | TLI London |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66000000 - Financial and insurance services

## Release History

- 29 Jul 2019 at 07:47 - Tender - Tender Notice - https://www.contractsfinder.service.gov.uk/Notice/3332a6d8-9ce9-48e3-bada-3ace017b2822

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/3332a6d8-9ce9-48e3-bada-3ace017b2822
  29th July 2019 - Opportunity notice on Contracts Finder
- https://ministryofjusticecommercial.bravosolution.co.uk/web/login.html
  Access to tender documents
- http://ITT_3298
  ITT reference

## 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-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-e4fa5ff7-a49c-4103-8c1a-512ae8d4c1ff.json.