Pensions Independent Investment Advisor

Tender description

Leslie Robb will act as an independent investment adviser for the North Yorkshire Pension Fund Scheme. This will cover consideration of investment matters and a general advice service. Leslie Robb will carry out duties in accordance with all relevant legal and regulatory requirements and with the Scheme’s formal documentation. However, note that Leslie Robb is not regulated by the Financial Services Authority, or its current equivalent. The scope of this agreement includes attendance at four quarterly meetings and up to six meetings to receive fund manager presentations. NYCC will negotiate as to which Leslie Robb is required to attend. If and to the extent that it proves necessary in future to extend the scope of the services to be provided under this agreement, the parties will at that time agree the same in writing. Keywords: pensions, advisor