Tenders/Contracting of a legal entity for the PROVISION OF ADVISORY AND CONSULTING SERVICES REGARDING THE FINANCIAL MARKET, specifically focused on the consultancy and controlling necessary for the investment portfolio, covering the development and monitoring of the Annual Investment Policy (PAI), asset-liability convergence studies (ALM), risk analysis, controlling and issuance of

Awarded🇧🇷BrazilConsulting

Contracting of a legal entity for the PROVISION OF ADVISORY AND CONSULTING SERVICES REGARDING THE FINANCIAL MARKET, specifically focused on the consultancy and controlling necessary for the investment portfolio, covering the development and monitoring of the Annual Investment Policy (PAI), asset-liability convergence studies (ALM), risk analysis, controlling and issuance of

Auto-translated from Portuguese

Original title: Contratação de pessoa jurídica para a PRESTAÇÃO DE SERVIÇOS DE ASSESSORIA E CONSULTORIA EM RELAÇÃO AO MERCADO FINANCEIRO, especificamente voltados à consultoria e controladoria necessária na carteira de investimentos, abrangendo a elaboração e acompanhamento da Política Anual de Investimentos (PAI), estudos de convergência entre ativos e passivos (ALM), análise de riscos, controladoria e emissão de pareceres técnicos de credenciamento de instituições e fundos, em estrita observância à Resoluç...

INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS

Published: Jun 16, 2026

Updated: Jul 18, 2026

Source: PNCP Santa Catarina

This tender has been awarded

Awarded to SMI PRIME - CONSULTORIA DE INVESTIMENTOS LTDA — R$86,400

Browse open Finance & Banking tenders in Brazil

About This Opportunity

This is a consulting contract in the finance and banking sector, with a focus on Investment. Located in Brazil, Latin America, this opportunity is open to firms and consortiums, with an estimated budget of BRL 86,400.

Published through PNCP Santa Catarina, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. This contract has already been awarded. The information is published for transparency and market intelligence purposes.

Description

Auto-translated from Portuguese

Contracting of a legal entity for the PROVISION OF ADVISORY AND CONSULTING SERVICES REGARDING THE FINANCIAL MARKET, specifically focused on the consultancy and controlling necessary for the investment portfolio, covering the development and monitoring of the Annual Investment Policy (PAI), asset-liability convergence studies (ALM), risk analysis, controlling and issuance of technical opinions for the accreditation of institutions and funds, in strict observance of Resolution...

Organ: INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS

Location: Jaraguá do Sul, Santa Catarina

Modality: Inexigibility

Data provenance

This notice is sourced from PNCP Santa Catarina and was originally published on June 16, 2026. Last refreshed 103 days ago. Original language: Portuguese. BidsFactory mirrors official procurement notices and links back to the source for full legal text.

About INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS

INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS has issued 47 procurement notices on BidsFactory, including 1 currently open and 24 awarded contracts. Activity concentrates in Finance & Banking, General Supplies & Services, and Education & Training. All notices are published for Brazil. Notices are distributed via Brazil PNCP and PNCP Santa Catarina. Most recent publication: October 16, 2026.

Frequently asked questions about this tender

Who is the contracting authority?

This notice was issued by INSTITUTO DE SEGURIDADE DOS SERVIDORES MUNICIPAIS in Brazil. The authority is responsible for evaluating bids, awarding the contract, and managing performance.

What type of contract is this?

This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.

How much was the contract awarded for?

SMI PRIME - CONSULTORIA DE INVESTIMENTOS LTDA was awarded the contract for R$86,400. The figure reflects the value disclosed by the contracting authority in the award notice.

Where will the contract be performed?

The contract is for delivery in Brazil. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.

How can I submit a bid?

Visit PNCP Santa Catarina to access the full notice, required documents, and submission instructions provided by the contracting authority.

Is this tender still open?

No — the contract has already been awarded to SMI PRIME - CONSULTORIA DE INVESTIMENTOS LTDA. The award notice is archived on BidsFactory for transparency and market intelligence.