Investment Advisor for Charitable Funds

To work in partnership with the Trust for the provision of an Investment Advisor for Charitable Funds across North Tees and Hartlepool NHS Foundation Trust.

Provision of an Investment Advisor for Charitable Funds

North Tees and Hartlepool NHS Foundation Trust

Contract summary

 

Industry

  • Banking and investment services – 66100000
  • Treasury services – 66600000

Location of contract

North East

Value of contract

£0 to £100,000

Procurement reference

SP1812

Published date

8 November 2022

Closing date

14 December 2022

Closing time

12pm

Contract start date

8 February 2023

Contract end date

7 February 2028

Contract type

Service contract

Procedure type

Other: Under Threshold Tender

Contract is suitable for SMEs?

Yes

Contract is suitable for VCSEs?

No

 

Description

North Tees and 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

 

More information

 

Additional text
North Tees and 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 and 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

 

How to apply

 

Follow the instructions given in the description or the more information section.

 

About the buyer

 

Contact name

Amanda McIntosh

Address

Hardwick Road
STOCKTON-ON-TEES
TS198PE
England

Telephone

01642383771

Email

amanda.mcintosh1@nhs.net