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Provision of a quarterly report of returns analysed by asset class and portfolio against relevant benchmarks used by the fund over 3 month, 12 month, 3 year and 5 year time periods as outlined in the Reporting Structure below.
Initial collection of historic data
Attendance at one committee meeting per year requiring a formal presentation
Attendance at one client meeting per year
| Supplier | Identifier | Award Value | Cross-References |
|---|---|---|---|
| Ortec Finance | 06410807 | £120,000 | - |