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PUBLIC TRUSTEE has floated a tender for Provision of Financial Planning, Portfolio Management and Brokerage Services. The project location is Australia and the tender is closing on 11 Apr 2024. The tender notice number is PTOCS202315, while the TOT Ref Number is 98752522. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : Australia
Summary : Provision of Financial Planning, Portfolio Management and Brokerage Services
Deadline : 11 Apr 2024
Other Information
Notice Type : Tender
TOT Ref.No.: 98752522
Document Ref. No. : PTOCS202315
Competition : ICB
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
Purchaser : PUBLIC TRUSTEE
Person: DeniseShedley
Phone: (08)92226508
Email: denise.shedley@justice.wa.gov.au
Australia
Email :denise.shedley@justice.wa.gov.au
Tender Details
The Public Trustee Seeks The Services Of A Suitably Experienced And Qualified Financial Advisor To Monitor A Small Number Of Investment Portfolios It Manages For Represented Persons And Incapable Persons Awarded Monies Under Court Trusts, State Administrative Tribunal Orders, An Enduring Power Of Attorney And Testamentary Trusts. In Addition To Provide An In-House Brokerage Services For The Sale And Purchase Of Shares And Associated Services, As Required.
Last date of submission : 11 Apr, 2024 2:30 PM
Documents
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