Source: https://tendernation.io/opportunities/01a13c02-bdb6-7191-b643-f5b9387707e9/provision-of-a-charitable-fund-investment-advisor

closed GB open procedure Suitable for SMEs

# Provision of a Charitable Fund Investment Advisor

[North Tees & Hartlepool NHS Foundation Trust](https://tendernation.io/buyers/north-tees-hartlepool-nhs-foundation-trust)

Estimated value

Not stated

Published

5 Dec 2016

Deadline

Closed

4 Jan 2017

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Open procedure

    Anyone can submit a full tender; there is no shortlisting stage.

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## About this tender

North Tees and Hartlepool NHS Foundation Trust is seeking the provision of an independent external investment advisor to manage the Trust’s Charitable Fund.

The contract will be for an initial 36 month period with an option, at the sole discretion of the Trust, to extend for a further 24 month period subject to satisfactory contract performance and the Trust still having the need and funding for the contract. The extension period will be in 12 month cycles.

Note: The authority is using using the e-procurement portal known as Cardea to carry out this procurement process. To obtain further information record your interest on Cardea at [cardea.nhs.uk](https://www.cardea.nhs.uk/cardea/SupplierPortal.aspx)

## CPV classification

Financial and insurance services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/cab09f6a-3d3d-4e1e-aa89-c65f9dfb4e6b)

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