Investment Broker Services
Summary
The Town of Hilton Head Island is soliciting sealed responses from qualified financial institutions, broker/dealers, and other eligible investment providers to submit Statements of Qualifications (“SOQs”) to establish a pool of qualified institutions authorized to provide offers for investment transactions involving Town funds in accordance with the specifications provided herein.
Details
| Solicitation Number | 2026-22 |
| Type | RFQ |
| Posted | 2026-10-14 1:30PM EDT (27 days ago) |
| Response Deadline | 2026-12-02 5:00PM EST (in 21 days) |
| State | SC |
Description
The Town of Hilton Head Island is soliciting sealed responses from qualified financial institutions, broker/dealers, and other eligible investment providers to submit Statements of Qualifications (“SOQs”) to establish a pool of qualified institutions authorized to provide offers for investment transactions involving Town funds in accordance with the specifications provided herein.
Contact
| Email / phone | 🔒 Available with Pro Upgrade |
Documents
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📄 RFQ 2026-22 Investment Broker Services.pdf Documentation
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📄 EXHIBIT A Checklist of Submittal Requirements.pdf Documentation
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📄 Exhibit B Sample Agreement.pdf Documentation
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📄 EXHIBIT C SC Illegal Reform Act.pdf Documentation
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📄 Exhibit D Scope of Services.pdf Documentation