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Public Trust WRAP Platform

This tender is using the new split file responses feature on GETS. The agency has indicated that they would like to receive responses separated by price and non price components, please keep this mind when preparing your response for submission via GETS.

Details

Tender Closed
RFx ID : 23344325
Tender Name : Public Trust WRAP Platform
Reference # :
Open Date : Wednesday, 23 September 2020 5:00 PM (Pacific/Auckland UTC+12:00)
Close Date  : Monday, 19 October 2020 5:00 PM (Pacific/Auckland UTC+13:00)
Tender Type : Request for Proposals (RFP)
Tender Coverage : Sole Agency  [?]
Categories :
  • 84120000 - Banking and investment
Regions:
  • International
Exemption Reason : None
Required Pre-qualifications : None
Contact : Brad St Clair
brad.stclair@publictrust.co.nz
Alternate Physical Delivery Address  :
Alternate Physical Fax Number  :
Overview

Public Trust requires a 3rd party WRAP platform (or investment platform) which enables a user
(advisor/client) with online access to a broad range of tradeable securities and investment products.