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Standing Offer Notice View - SON2254091

Joint Lead Managers (JLMs) for the Sale of Medibank Private...

Contact Details

Medibank Taskforce

Email:

Division:
Medibank Sale Taskforce

Office Postcode:
2601

SON ID:
SON2254091
Agency:
Department of Finance
Publish Date:
23-May-2014
Primary Category:
84120000 - Banking and investment
Standing Offer Period:
17-Apr-2014 to 30-Jun-2015
Title:
Joint Lead Managers (JLMs) for the Sale of Medibank Private...
Description:

Joint Lead Managers (JLMs) for the Sale of Medibank Private Limited.
Fees payable include up to $10 million (GST Inclusive) in total for project management plus sale commissions and reimbursable costs of sub-contractors to be appointed for the sale.
The final contract value for each JLM, inclusive of project management fees, sale commissions and reimbursable sub-contractor fees, will be reported against individual contact notices for each provider linked to this SON following the completion of the sale process.

The JLMs have appointed the following subcontractors to assist with the logistics of the Sale:
* Australian Postal Corporation - Mail Carrier;
* Computershare Limited - Application Processing Centre, Share Information Centre, Web Services, Share Registry, Mailhouse;
* Cultural Partners Australia (NSW) Pty Limited - Non-English Speaking Background Communications Adviser;
* Commonwealth Bank of Australia - Banker to the Issue;
* Editor Group - Proof Reader;
* IPMG - Domestic Printing;
* Rifle Media - Graphic Designer and Typsetter;
* RR Donnelly - Print Consultant and International Printer; and
* Vision Australia - Accessibility Adviser.

Finance has appointed the following selling services providers to faciliate the sale to retail investors (to be paid under the JLM arrangement):
* Co-Lead Managers: Bell Potter Securities Limited, Commonwealth Bank of Australia, Morgans Financial Limited, and UBS Wealth Management Australia Limited.
* Co-Managers: Evans and Partners Pty Ltd, and Ord Minnett Limited.
* JLM Affiliates: Craigs Investment Partners, JBWere Limited, JBWere (NZ) Limited, Macquare Equities Limited, Macquarie Equities New Zealand Limited, and Wilson HTM Investment Group LTD.

Amendments:
17-Dec-2014

update panel arrangement indicator

25-Sep-2014

Update to details

25-Sep-2014

Update to supplier details

Procurement Method:
Open tender
ATM ID:
FIN14BPAM2065 & FIN14BPAM2257
Multi Agency Access:
No
Panel Arrangement:
No
Agency Reference ID:
Supplier Name ABN State Postcode
Computershare Limited 71 005 485 825 VIC 3067
Cultural Partners Australia (NSW) Pty Ltd 44 069 196 292 NSW 2041
Editor Group Pty Ltd 52 083 974 341 NSW 2000
IPMG Pty Limited 84 123 230 259 ACT 2609
Rifle Media Pty Limited 51 150 141 503 NSW 2000
RR Donnelley (Australia) Pty Limited 73 168 862 057 NSW 2015
Vision Australia Limited 67 108 391 831 VIC 3144
Bell Potter Securities Limited 25 006 390 772 VIC 3000
Commonwealth Bank of Australia Limited 48 123 123 124 NSW 2000
Morgans Financial Limited 49 010 669 726 QLD 4000
UBS Wealth Management Australia Ltd 50 005 311 937 NSW 2000
Evans and Partners Pty Ltd 85 125 338 785 VIC 3000
Ord Minnett Limited 86 002 733 048 NSW 2000
JB Were 68 137 978 360 NSW 2000
JB Were (NZ) Exempt Outside Australia 1010
Macquarie Equities Limited 41 002 574 923 NSW 2000
Macquarie Equities New Zealand Limited Exempt Outside Australia 1010
Wilson HTM Investment Group 22 100 325 184 QLD 4000
Craigs Investment Partners Exempt Outside Australia 3110
Deutsche Bank AG, Sydney Branch 13 064 165 162 NSW 2000
Goldman Sachs Australia Pty Ltd 21 006 797 897 VIC 3000
Macquarie Capital (Australia) Limited 79 123 199 548 VIC 3000
Australian Postal Corporation 28 864 970 579 VIC 3000

No other agencies may participate in this Standing Offer.

Contact Details

Medibank Taskforce

Email:

Division:
Medibank Sale Taskforce

Office Postcode:
2601