Awarding of a financial consultancy services mandate | Tenderlake

Awarding of a financial consultancy services mandate

Contract Value:
-
Notice Type:
Contract Notice
Published Date:
06 June 2024
Closing Date:
30 July 2024
Location(s):
LU LUXEMBOURG
Description:
Providing financial consultancy services for investment strategy review, advising on tenders, and investment controlling for a mandate lasting up to 10 years, with proposals selected based on economically advantageous offers.

The purpose of this tender is the provision of financial consultancy services on behalf of Fonds de compensation commun au régime général de pension (the FDC) and its umbrella investment company with variable capital – specialised investment fund (set up in accordance with the amended law of 13 February 2007 on specialised investment funds) being the Fonds de Compensation de la Sécurité Sociale, SICAV-FIS (the SICAV). More precisely, the tender is related to financial consultancy services for the following services: investment strategy review, advise and support on tenders for the selection of financial service providers as well as investment controlling and consulting. The term of the mandate shall be three (3) consecutive years with the possibility of renewal from year to year except in the event of early termination by the FDC and/or the SICAV or the awarded tenderer by means of a three months’ notice. The maximum duration of the mandate shall be ten (10) years. Proposals will be selected on the basis of the economically most advantageous proposal. The detailed selection and evaluation criteria of proposals, the main stages of this tender as well as any other terms and conditions relating to this tender are specified in the Tendering Procedure and Guidelines, which can be downloaded from the Luxembourgish public procurement portal (www.marches-publics.lu).


LOT-0001
Awarding of a financial consultancy services mandate.
The purpose of this tender is the provision of financial consultancy services on behalf of Fonds de compensation commun au régime général de pension (the FDC) and its umbrella investment company with variable capital – specialised investment fund (set up in accordance with the amended law of 13 February 2007 on specialised investment funds) being the Fonds de Compensation de la Sécurité Sociale, SICAV-FIS (the SICAV). More precisely, the tender is related to financial consultancy services for the following services: investment strategy review, advise and support on tenders for the selection of financial service providers as well as investment controlling and consulting. The term of the mandate shall be three (3) consecutive years with the possibility of renewal from year to year except in the event of early termination by the FDC and/or the SICAV or the awarded tenderer by means of a three months’ notice. The maximum duration of the mandate shall be ten (10) years. Proposals will be selected on the basis of the economically most advantageous proposal. The detailed selection and evaluation criteria of proposals, the main stages of this tender as well as any other terms and conditions relating to this tender are specified in the Tendering Procedure and Guidelines, which can be downloaded from the Luxembourgish public procurement portal (www.marches-publics.lu).

The Buyer:
Fonds de compensation commun au régime général de pension
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CPV Code(s):
66171000 - Financial consultancy services