CONTRACTONGOING

UBS provides investment and financial services

City of Platinum logoCity of Platinum
Document date
Feb 2, 2022

The 30-second brief

What it covers

UBS provides investment policy recommendations and earnings reports. City has engaged CashVest to provide monthly liquidity analysis and quarterly summary of cash performance so City will have analytics to guide financial decisions.

Who holds it

Ubs Financial holds this investment services contract with City of Platinum. Its other public contracts on record include work for Florence Independent School District and Judson Independent School District.

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Contract details

Contract type
Investment Services
Document date
February 2, 2022
Term
NA
Source document
city-of-platinum-agenda-2022-02-02_264.pdf (Agenda)

Ubs Financial's other public contracts

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Questions about this contract

Who was awarded the investment services contract by City of Platinum?

Ubs Financial was awarded this investment services contract by City of Platinum, as recorded on February 2, 2022.

What type of contract is this?

This is a Investment Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-platinum-agenda-2022-02-02_264.pdf (Agenda), dated February 2, 2022 from City of Platinum. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Ubs Financial hold?

Ubs Financial may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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