Source: https://tendernation.io/opportunities/01a13c06-52ba-7033-90fd-34f43dfed841/contract-for-fund-management-services-swig-capital

closed GB open procedure Suitable for SMEs

# Contract for fund management services SWIG Capital

[South West Investment Group (Capital) Limited](https://tendernation.io/buyers/south-west-investment-group-capital-limited)

Estimated value

£45,000

Published

25 Jul 2016

Deadline

Closed

10 Aug 2016

## Who can bid

- Buyer says suitable for SMEs

    The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid.
- Small contract value

    Valued under £135,018 including VAT, the lowest Procurement Act threshold for goods and services.
- Open procedure

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

[More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses)

## About this tender

SWIG Capital wishes to appoint a suitably qualified fund manager (ideally with knowledge of the lending market in Cornwall) who has experience of dealing with lending to SMEs who cannot obtain their full lending requirement from normal commercial sources. The services include securing and monitoring of investment opportunities and monitoring and managing the portfolio during the realisation period. Promoting and marketing to potential applicants and promoting and developing relationships with partners. Locating and reviewing investment opportunities in line with the strategy and objectives of SWIG Capital. Dealing promptly and efficiently with applications for funding.

Perform initial review of applications, reject or proceed to full appraisal. Appraising and rejecting or approving investment opportunities, assessing commercial viability and potential for success, considering normal commercial factors, such as the applicant's business plan; quality of the management team; the track record of the business; potential risk; likelihood of success; The potential market for the product or service ensuring no displacement of activity. Negotiating the terms of lending and security and making recommendations to the Investment Committee or such other body approved by SWIG Capital designated to consider and approve lending proposals.

Managing the loan and due diligence process from start to legal completion. Monitoring the financial performance of the applicant for funding between sanction and legal completion and reporting to the Investment Committee any issues which may impact on the future viability of the investment including profitability or cashflow.

Monitoring the loans and collecting output data. Please see attached ITT and fund management agreement for more detail.

Read full description

## CPV classification

Financial and insurance services

Source

Contracts Finder (UK)

[View official notice](https://www.contractsfinder.service.gov.uk/notice/ef3c9533-adc9-11e6-9901-0019b9f3037b)

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 South West Investment Group (Capital) Limited: past awards and live tenders](https://tendernation.io/buyers/south-west-investment-group-capital-limited) [Sector More Financial & insurance services tenders](https://tendernation.io/sectors/financial-insurance-services)

## More tenders like this

[Damage or loss insurance services – assurance dommages ouvrages extension de l'ehpad et construction d'une cuisine centrale de production - centre hospitalier de verneuil-sur-avre · GHT Eure-Seine Pays D'ouche · 29 days left · 17 Nov 2026](https://tendernation.io/opportunities/01a15183-6b5c-724b-be7f-eff29673117a/france-damage-or-loss-insurance-services-assurance-dommages-ouvrages-extensi) [Insurance services – Tjänstereseförsäkring · S:t Erik Försäkrings AB · 31 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a15183-81c1-722d-a8ea-4818d01c8bfb/sweden-insurance-services-tjanstereseforsakring) [Contractor's all-risk insurance services – Projektversicherung DSD Starterpaket Scan-Med- München · Deutsche Bahn AG · 31 days left · 18 Nov 2026](https://tendernation.io/opportunities/01a15183-0890-71f6-bb29-30ad22e44545/germany-contractors-all-risk-insurance-services-projektversicherung-dsd-sta) [Health insurance services – Veselības apdrošināšana darbiniekiem · SIA "Rīgas ūdens" · 29 days left · 17 Nov 2026](https://tendernation.io/opportunities/01a15183-4248-70d4-abc2-63e1e16084f8/latvia-health-insurance-services-veselibas-apdrosinasana-darbiniekiem) [Insurance services – procedura aperta sopra soglia europea, DA aggiudicarsi CON IL criterio dell’offerta economicamente PIÙ vantaggiosa sulla BASE del miglior rapporto qualità/prezzo, PER l’affidamento DEI servizi assicurativi del co.s.i.b. consorzio PER LO sviluppo industriale della valle del biferno. · C.U.C. Termoli · 32 days left · 20 Nov 2026](https://tendernation.io/opportunities/01a15183-0ff8-70a1-ab6b-c7e95948c759/italy-insurance-services-procedura-aperta-sopra-soglia-europea-da-aggiudica) [Insurance services – Acord-cadru servicii de asigurare · Publitrans 2000 S.A. · 35 days left · 23 Nov 2026](https://tendernation.io/opportunities/01a15183-92f2-7007-98bd-0105e866c3bc/romania-insurance-services-acord-cadru-servicii-de-asigurare)
