Outsourcing Tenders
and Contracts

 
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Financial institutions rely on a variety of service provider and outsourcing arrangements which require a robust commercial arrangement documented in the form of an agreement.  

Our team leverages knowledge of trustee and fund operations to assist in guiding our clients in all aspects of service provider arrangements – from the selection process (including management of requests for information and tenders) to the executed agreement.  

Our experience and services  

Our team is experienced in assisting superannuation fund trustees with commercial and contract matters including:  

  • Administration agreements  

  • Financial advice services agreements  

  • Global custody agreements  

  • Securities lending agreements  

  • Insurance policies and insurance management agreements  

  • Non-disclosure agreements  

  • Due diligence on providers  

  • Tenders and requests for proposal 

If you would like to learn more on how we can help your organisation with all aspects of service provider agreements, please contact us