WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD
What the buyer wrote
Tender for Provision of Investment Management Services (Charitable Funds) The basis of the contract will include: . Investment management services for the Trust charitable funds . The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption . The maintenance and enhancment of the investment funds whilst they are invested . To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. . To avoid investments which are unduly risky.
Bid for this and lost? There is a short window in which the decision can be questioned.
Details
- What the buyer calls it
- WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD
- How they are buying
- Advertised, open to anyoneAny supplier could bid without being invited first.
- Type
- services
- Suitable for small firms
- The buyer says yes. What that is worth
- Work starts
- 31 Mar 2018
- Work ends
- 31 Mar 2021
- Kind of work
- Accountancy, audit and financial advice
Who the buyer named
Kelly Bevington was the named contact on this notice.