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OFFICE MANAGER

Apply to info@jsamuelrichards.com By 10 October 2025 Role: Office Manager Division: Support Services Reports to: Staff Partner Roles reporting to this one: Office Assistant Hours: 8:00am to 5:00pm plus reasonable overtime. Excludes all approved leave and public holidays. Strategic Decision Summary: Contribute to the firm’s business by facilitating the delivery... Read More

October 7, 2025    By admin

Unlocking Value: A Strategic Guide for Ugandan Pension Funds Investing in Alternative Assets

BY: ROBERT KATUNTU, CFA Introduction Uganda’s retirement benefits sector is growing rapidly, with increasing membership, contributions, and assets under management (AuM). Yet, the sector remains heavily concentrated in traditional investments—primarily government securities, which, according to the URBRA Investment Snapshot,  account for 82% of AuM as of September 2024. This overreliance... Read More

October 1, 2025    By admin

URA Extends EFRIS to Business Properties. What It Means for Ugandans

The Uganda Revenue Authority (URA) in the Daily Monitor dated 4th September mandated the Electronic Fiscal Receipting and Invoicing System (EFRIS) for business rental properties (In practice, the legal requirement is based on the turnover, i.e., 150 million and above), requiring EFRIS-generated receipts for rent payments related to shops, offices,... Read More

September 15, 2025    By admin

Equity Valuation of Stanbic Uganda Holdings Limited

This valuation report estimates the indicative fair market value of the ordinary shares of Stanbic Uganda Holdings Limited (“the company”) as at 26 August 2024. We define fair value as the price at which an asset (or liability) would change hands if neither buyer nor seller were under compulsion to... Read More

August 27, 2024    By Robert Katuntu

Income of collective investment schemes in Uganda – what exempt from tax means

The Capital Markets Authority (CMA) licenses Collective Investment Scheme (CIS) in Uganda. According to the CMA website, the licensed schemes include Britam, ICEA, UAP, Sanlam, SBG and Xeno. What is a CIS? This is defined under Section 3 of the Collective Investment Scheme Act of 2003 as “….any arrangement with... Read More

March 22, 2023    By Dr Albert Richards Otete

Managing for members’ value – what successful retirement schemes do well

According to the Uganda Retirement Benefits Regulatory Authority (URBRA) Pension Digest 2021, interest declared by retirement benefits schemes (RBS) in Uganda varied from 8.0% to 18.5% per annum.  Evidently, some RBS are more successful in delivering value to their members.  What factors distinguish outperforming RBS from the rest of the... Read More

January 3, 2023    By Robert Katuntu

Internal Capital Adequacy Assessment Process (ICAAP) – Primer 2

A good ICAAP should meet the following standards: JSR has a structured approach to ICAAP that starts with understanding your business: We have a team of uniquely qualified and experienced ICAAP consultants led by: Robert Katuntu, CFA, CPA, MBA (+256 786 624855) Albert Otete, PhD, CPA (+256 772 703444)

November 28, 2022    By Robert Katuntu