Investment Advisory Services

The City of Ryde Council is seeking submissions from suitably qualified and experienced Respondents for Investment Advisory Services to manage approximately AUD $340 million in financial investments (Long Term Deposits, NCDs, FRNs, Fixed Bonds), with reference to the Ryde Cash Investment Policy and NSW local government requirements, and including monthly reporting specifications and a 4 month policy review deliverable with a summary of recommended changes

The preferred respondent will need to be registered or register with CM3 (https://www.cm3.com.au/) prior to works commencing.

Respondents are expected to have read and familiarised themselves with Councils Statement of Business Ethics (accessible on Councils website). Without limiting any other remedy that Council may have, Council may disqualify a Respondent or terminate its further participation in the RFQ process if Council considers in its absolute discretion that the Respondent has failed to comply with any part of Councils Statement of Business Ethics.