CV Profile No.76288

Timely preparation of Funds quarterly management accounts to facilitate Trustees’ decision making in accordance with accepted standards and other provisions. ▪ Ensure that quarterly reports to the Finance and Investment Committees of the clients are finalized and submitted 10 days before the date of meetings. ▪ Ensure that quarterly reports to the main Board of Trustees of the clients are finalized and submitted 10 days before the date of meetings. ▪ Ensure that the audited financial statements for the Funds under my team are prepared, reviewed and approved by the Trustees and submitted to the regulatory authorities before the filling deadline of 31 March following the end of the audit year ▪ Timely preparation and submission of the applicable Tax returns for the Funds to the Pension and Insurance authority in time. ▪ Ensure that all taxes payable by the Funds are paid promptly and before the payment deadlines to the Zambia Revenue Authority as well as PIA levy. ▪ Monitor the Funds’ compliance with the Statutory Investment guidelines and Investment Policies and report any non-compliance. ▪ Proactively reporting to management on matters of material impact on the Funds and/or members that may not have come to their attention