Source: https://tendernation.io/opportunities/01a13b8c-92d9-71b1-a17f-dde7f8e15802/tender-for-the-provision-of-investment-agent closed GB open procedure # Tender for the Provision of Investment Agent [NHS Wales Shared Services Partnership-Procurement Services (hosted by and on behalf of Velindre University NHS Trust)](https://tendernation.io/buyers/nhs-wales-shared-services-partnership-procurement-services-hosted-by-and-on-behalf-of-velindre-university-nhs-trust) Estimated value £150,000 Published 13 Sept 2022 Deadline Closed 14 Oct 2022 ## Who can bid - Open procedure Anyone can submit a full tender; there is no shortlisting stage. ## About this tender Velindre University NHS Trust is looking to procure the Provision of an Investment Agent to advise and manage investments of the Health Board’s Charitable Fund monies. The Charity requires that the Investment Agent is a qualifying investment manager must be a registered investment advisor under the Investment Advisor Act of 1961, or a bank or insurance company, which is authorised and regulated by the Financial Services Authority The Charity requires the successful supplier to manage the funds on behalf of the Charity in accordance with the required Charity Commission and other legal requirements placed on NHS charities. ## CPV classification Investment banking services and related services Banking and investment services Source Find a Tender (UK) · Notice ocds-h6vhtk-02ea9c-2022-09-13T16:13:10+01:00 [View official notice](https://www.find-tender.service.gov.uk/Notice/ocds-h6vhtk-02ea9c-2022-09-13T16:13:10+01:00) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. [Track tenders free](https://tendernation.io/register) [Buyer profile NHS Wales Shared Services Partnership-Procurement Services (hosted by and on behalf of Velindre University NHS Trust): past awards and live tenders](https://tendernation.io/buyers/nhs-wales-shared-services-partnership-procurement-services-hosted-by-and-on-behalf-of-velindre-university-nhs-trust) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services) ## More tenders like this [Financial and insurance services – Udbud af delkontrakter vedrørende administration af selvforsikringsordninger · Danish Ministry of Defence Acquisition and Logistics Organisation · 28 days left · 16 Nov 2026](https://tendernation.io/opportunities/01a156a9-9f2a-72f8-9d86-29b05755fb83/denmark-financial-and-insurance-services-udbud-af-delkontrakter-vedrorende-a) [Property insurance services – Prestations de services d’assurances · Ville de Baud (56) · 7 days left · 26 Oct 2026](https://tendernation.io/opportunities/01a156a9-eacd-7321-8a56-9e3a7fc387c0/france-property-insurance-services-prestations-de-services-dassurances) [Insurance services – Marché de service relatif à la prestation d'assurance pour les besoins de Labocéa · Labocéa · 30 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a156a9-6d89-707c-8006-6aaea9baf8b7/france-insurance-services-marche-de-service-relatif-a-la-prestation-dassura) [Health insurance services – Hospitalisatieverzekering · Gemeente Kontich · 15 days left · 3 Nov 2026](https://tendernation.io/opportunities/01a156a9-8bc1-720a-9e1f-3592335b31e6/belgium-health-insurance-services-hospitalisatieverzekering) [Damage or loss insurance services – procedura aperta EX ART. 71 del codice degli appalti (d.lgs. N. 36/2023) PER l’affidamento del servizio DI assicurazione ALL risks (patrimonio) della durata DI 24 MESI (dalle ORE 24.00 del 31/12/2026 ALLE ORE 24.00 del 31/12/2028) prorogabile DI ulteriori 24 MESI DA aggiudicare CON IL criterio dell’offerta economicamente PIÙ vantaggiosa, in modalità telematica · Comune di Piove di Sacco · 37 days left · 25 Nov 2026](https://tendernation.io/opportunities/01a156aa-174b-7271-8223-dd3559df50eb/italy-damage-or-loss-insurance-services-procedura-aperta-ex-art-71-del-codi) [Liability insurance services – Prestation d'assurance pour les besoins de la Communauté de Communes Des Savanes 2027-2030 · Communauté des communes des Savanes (973) · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a156a9-6375-70c6-83f3-2673aade0342/france-liability-insurance-services-prestation-dassurance-pour-les-besoins)