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A government agency in Ontario issued “Investment Management Services” (RFP). Solicitation BANK-0300 closed on March 25, 2026. Eligibility: Only for Canada Organization.
The Vendor is required to provide financial institutions that are interested in providing the town with investment management services.
- Reserves the right to use and include any ideas, concepts, alternate solutions, extra features, enhancements and performance concepts presented in any proposal, whether or not that proposal is selected by the Town.
- Services include:
• Independent state and controlled public corporation.
• Access to a large network of financial institutions and deposit options.
• Produce financial statements about the investment portfolio on an annual basis.
• Minimum market capitalization assets under management of $500 million.
• Advisory team with minimum size of two.
• Members of team with expertise related to the municipal sector and investments permitted in accordance with the municipal act, 2001.
• Members in good standing with the responsible investment association (RIA).
• Diversity and inclusion within the advisory team
• High privacy and confidentiality standards.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0300) closed on March 25, 2026. See similar open RFPs below.
A government agency in Ontario. The buyer's contact and submission details are in the solicitation documents.
Only for Canada Organization.
Contract term: 1 year.
Questions and inquiries must be submitted by February 19, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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