SA Attorney General's Department
Financial Planning Services for the Public Trustee Customers
Details
Description
The Public Trustee seeks a single supplier to provide financial planning advisory services to its eligible customers. Customers with over $500,000 are deemed eligible for the service. There are curently aproximately 170 eligible customers. The advice must be provided in the form of a Statement of Advice (SoA). Further details are listed within the Part A and Part B tender documents.
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Request for Tender
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Key details
- Source
- SA Tenders and Contracts
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No briefings or site visits were listed for this tender.
Awarded suppliers
1Contract awarded
$848,641 awarded to 1 supplier
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