Italy - Pension fund administration services

Description

The services covered by the contract concern ordinary accounting and administrative activities, activities relating to the management of the individual positions of members, activities, communications and related obligations provided by the provisions of the sector and tax provisions in force from time to time; the activities of record-keeping with document management and automated workflow; the activities of valorization of the securities portfolio, determination of assets and quotation in favour of pension funds and supplementary pension schemes with territorial character; the fulfillment of the obligations of reporting and data communication to the Supervisory Authority in the sector.
OPEN PROCEDURE FOR THE AWARD OF ADMINISTRATIVE-ACCOUNTING MANAGEMENT SERVICES, MANAGEMENT OF THE POSITION OF REGISTERED MEMBERS, FULFILMENT OF THE OBLIGATIONS AND COMMUNICATIONS REQUIRED BY CURRENT TAX PROVISIONS AND BY COVIP, FILING WITH DOCUMENT MANAGEMENT AND AUTOMATED WORKFLOW, SECURITIES BACK OFFICE AND VALUATION SERVICES FOR PENSION FUNDS AND SUPPLEMENTARY PENSION SCHEMES BASED IN THE AUTONOMOUS REGION OF VALLE D'AOSTA

Opportunity closing date

08 October 2021

Value of contract

£100k-1m