Provision of Investment Services for the Public Trustee

{
  "awards": [
    {
      "contractPeriod": {
        "endDate": "2030-10-03T23:59:59+01:00",
        "startDate": "2025-10-04T00:00:00+01:00"
      },
      "date": "2025-06-30T00:00:00+01:00",
      "datePublished": "2025-07-29T18:39:53+01:00",
      "documents": [
        {
          "datePublished": "2025-07-29T18:39:53+01:00",
          "description": "Awarded contract notice on Contracts Finder",
          "documentType": "awardNotice",
          "format": "text/html",
          "id": "1",
          "language": "en",
          "url": "https://www.contractsfinder.service.gov.uk/Notice/25a96bd1-297d-406f-b771-0e463b9ddd38"
        }
      ],
      "id": "ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450-1",
      "status": "active",
      "suppliers": [
        {
          "id": "GB-CFS-322416",
          "name": "Charles Stanley \u0026 Co. Ltd"
        }
      ],
      "value": {
        "amount": 50465,
        "currency": "GBP"
      }
    }
  ],
  "buyer": {
    "id": "GB-CFS-135448",
    "name": "Ministry of Justice"
  },
  "date": "2025-07-29T18:39:54+01:00",
  "id": "25a96bd1-297d-406f-b771-0e463b9ddd38-856644",
  "initiationType": "tender",
  "language": "en",
  "ocid": "ocds-b5fd17-60259dfc-42a8-495b-a52b-12a24f011450",
  "parties": [
    {
      "address": {
        "countryName": "England",
        "locality": "Leeds",
        "postalCode": "LS1 4AP",
        "streetAddress": "5 Wellington Place"
      },
      "contactPoint": {
        "email": "CommercialFinancialServices@justice.gov.uk"
      },
      "id": "GB-CFS-135448",
      "identifier": {
        "legalName": "Ministry of Justice"
      },
      "name": "Ministry of Justice",
      "roles": [
        "buyer"
      ]
    },
    {
      "address": {
        "streetAddress": "Ropemaker Place,  25 Ropemaker Street, London EC2Y 9LY"
      },
      "details": {
        "scale": "large",
        "vcse": false
      },
      "id": "GB-CFS-322416",
      "identifier": {
        "legalName": "Charles Stanley \u0026 Co. Ltd"
      },
      "name": "Charles Stanley \u0026 Co. Ltd",
      "roles": [
        "supplier"
      ]
    }
  ],
  "tag": [
    "award"
  ],
  "tender": {
    "classification": {
      "description": "Banking and investment services",
      "id": "66100000",
      "scheme": "CPV"
    },
    "contractPeriod": {
      "endDate": "2030-10-03T23:59:59+01:00",
      "startDate": "2025-10-04T00:00:00+01:00"
    },
    "datePublished": "2025-01-23T14:21:17Z",
    "description": "This notice relates to the award of a contract for the provision of Investment Services to the Public Trustee. The Public Trustee acts as executor or administrator of estates and as the appointed trustee of settlements. In addition, the Public Trustee is the legal holder of land under Part IV of the First Schedule to the Law of Property Act 1925 and Part V of the First Schedule to the Law of Property Act 1925.  The Public Trustee holds real and personal property such as stocks and shares (\"securities\"), cash and land. \r\n \r\nAn estate is where the Public Trustee has been appointed as executor of a deceased person\u0027s will or as administrator of an estate of a person who has died without a will.  An executor/administrator collects all the deceased\u0027s assets and pays all of the debts before distributing what remains to the beneficiaries named in the will or, if there is no will, who is entitled by law to this. \r\n\r\nWhere the Public Trustee has been appointed to act as a trustee, she has a duty to invest the capital held to produce income to use or pay for the benefit of the beneficiaries of the trust. It is a legal responsibility of the Public Trustee as Trustees to obtain professional investment advice when managing the assets.",
    "id": "tender_476648/1503607",
    "items": [
      {
        "deliveryAddresses": [
          {
            "countryName": "British Oversea Territories"
          },
          {
            "countryName": "Channel Islands"
          },
          {
            "countryName": "Europe"
          },
          {
            "countryName": "Isle of Man"
          },
          {
            "countryName": "Rest of the World"
          },
          {
            "countryName": "United Kingdom"
          }
        ],
        "id": "1"
      }
    ],
    "mainProcurementCategory": "services",
    "procurementMethod": "open",
    "procurementMethodDetails": "Open procedure (above threshold)",
    "status": "complete",
    "suitability": {
      "sme": true,
      "vcse": false
    },
    "tenderPeriod": {
      "endDate": "2025-02-24T12:00:00Z"
    },
    "title": "Provision of Investment Services for the Public Trustee",
    "value": {
      "amount": 50465,
      "currency": "GBP"
    }
  }
}