Source: https://tendernation.io/opportunities/01a13ca3-0c09-717d-8754-6d4a638a1fe1/provision-of-an-investment-advisor-for-charitable-funds closed GB open procedure Suitable for SMEs # Provision of an Investment Advisor for Charitable Funds [North Tees and Hartlepool NHS Foundation Trust](https://tendernation.io/buyers/north-tees-and-hartlepool-nhs-foundation-trust) Estimated value Not stated Published 8 Nov 2022 Deadline Closed 14 Dec 2022 ## 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. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender North Tees & 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: [cardea.nhs.uk](https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB) Additional information: North Tees & 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: [cardea.nhs.uk](https://www.cardea.nhs.uk/Cardea/DisplayModules/TradeModules/Negotiations/Opportunities/ViewOpportunityEvent.aspx?EventID=4482&Culture=en-GB) ## CPV classification Banking and investment services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/cd4d0e8e-e754-447f-b027-16dfa90740a8) 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 North Tees and Hartlepool NHS Foundation Trust: past awards and live tenders](https://tendernation.io/buyers/north-tees-and-hartlepool-nhs-foundation-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 · 27 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 · 14 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)