Purchasing Guide Details

Financial Adviser (Asset Management)

Investment advice
Description

Best purchasing method: Purchase Order, with Agreement and Scope of Work

ARC Category Code: 84121700 (Investment advice)

 

 

 

Insurance is required as per section 11 of the Agreement.

 

Other documentation (required each time vendor is engaged):

 

Individual: Independent Contractor Certification (ICC); Resume and a Client List (if not able to provide, we require an email from the Department stating the reason).

 

Company: Company brochure; Client List

 

 

 

Team Leader

Ken Campbell

212-854-3664