Fiduciary Management
£283,000 — awarded.
This is a contract result notice, not an open opportunity. Details from the official award data.
This sits in the upper-middle of the Financial & Insurance Services band — a substantial contract for the sector. Based on 8,013 valued Financial & Insurance Services tenders in our corpus.
The Trustees have appointed a Fiduciary Manager.
The trustees set the overall investment strategy (including the long term risk and return objectives) and then delegate investment decisions and day-to-day running of the portfolio to their fiduciary manager.
The FM arrangement has been in place since 2014.
The FM monitor will be required to provide a third party evaluation of the Fiduciary Manager.
What the notice asks for
The FM monitor will be required
The FM monitor will be required to provide a third party evaluation of the Fiduciary Manager.
Sentences from the notice that state an obligation, surfaced automatically and shown in the order they appear. Not an exhaustive list — always confirm against the tender documents.
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- OCID
- ocds-h6vhtk-037d21
- Stage
- award · Awarded
- Source
- Find a Tender
- Buyer ref
- 030480-2022
Contains public sector information licensed under the Open Government Licence v3.0. Source data © Crown copyright.
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