Foundation Trust Financial Advisory Services

Details

Tender Closed
RFx ID :	28552752
Tender Name :	Foundation Trust Financial Advisory Services
Reference # :	TR2023-02A
Open Date :	Thursday, 30 November 2023 2:00 PM (Pacific/Auckland UTC+13:00)
Close Date  :	Thursday, 30 November 2023 5:00 PM (Pacific/Auckland UTC+13:00)
Tender Type :	Request for Quotations (RFQ)
Tender Coverage :	Sole Agency  [?]
Categories :	84000000 - Financial and Insurance Services
Regions:	Otago
Exemption Reason :	None
Required Pre-qualifications :	None
Contact :	Wade Kennard tenders@otago.ac.nz
Alternate Physical Delivery Address  :
Alternate Physical Fax Number  :
Agency Address :	NEW ZEALAND

This is related to the procurement of the investment advisory services to the University of Otago Foundation Trust.

This tender has been awarded.

• JMI Wealth Limited - Level 1, 87 Hurstmere Road, Takapuna, Auckland

Further Award Information:
After a selective process with suitably qualified providers, JMI Wealth Limited is awarded the contract.

Contract terms: 3 years with two options for extensions of two years duration.

Award Date: Thursday, 27 July 2023 (Pacific/Auckland UTC+12:00)
Date RFx was completed/updated: Friday, 1 December 2023 10:32 AM (Pacific/Auckland UTC+13:00)