PROVISION OF AN INVESTMENT MANAGEMENT COMPANY FOR CHILDREN (SCOTLAND) ACT 1995 – INVESTMENTS

Concepts

• portfolio management
• investment management company
• provision of an investment management company
• edinburgh
• primary responsibility of the selected company
• investment management company for children
• services of an investment management company
• strong understanding of financial management principles
• investments
• management

Location

Scotland:

Description

We require the services of an Investment Management Company located in or able to operate in Scotland. The primary responsibility of the selected company will be the management and oversight of funds belonging to minors (children) under the age of 16. The funds generally originate from various sources, including inheritances, damages, or insurance policies related to children. The Investment Management Company will be expected to demonstrate expertise in effectively handling and growing these funds while adhering to legal and regulatory frameworks. They should possess a strong understanding of financial management principles and ideally have experience in handling portfolios on behalf of minors.

CPV Codes

• 66140000 - Portfolio management services
• 66000000 - Financial and insurance services
• 66100000 - Banking and investment services

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** Please find attached PRIOR INFORMATION NOTICE (PIN) document for completion and return to dchawla@scotcourts.gov.uk by 18/08/2023. Please also note that a virtual pre-market engagement session (i.e. Bidder’s Forum) is scheduled for 25/08/2023 at 2:00 PM, taking place on Microsoft Teams. Invites will be issued to the supplier’s e-mail address provided in the returned PIN document. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=740666. (SC Ref:740666)