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Capitulo V: Propuesta del Modelo de Análisis de la Gestión Institucional

5.6. Resultado de la capacidad institucional de la Universidad

In section 4.2, it was shown that businesses can raise their financing needs from a

variety of possible sources: banks, microfinance institutions, investment companies as well as

listing on the national public equity market. Far from being able to access the right type of

enterprise capital at the right prices, however, it has been illustrated in the preceding section

that various structural features can either promote or degrade the ease with which needy

businesses can access finance. The following sections draw out the key barriers.

4.5.1 Collateral Quality

Collateral requirements vary for different types of financial products. A feature

common to all requirements, however, is the difficulty faced by the SME sector in

consolidating good collateral. This is partly owing to the widespread reality of business

informality, and secondly, historical difficulties in accessing finance. Collateral frequently

equates to assets, and the type of asset that banks can accept as security against lending is

narrow – usually an all-asset debenture.89

Factors like corruption operate to complicate collateral laws even more. For instance,

property titles would ordinarily be good collateral, but corruption at the Lands Registry has

given rise to a situation whereby false title deeds have been issued. It is a frequent occurrence

in Kenya to have several title deeds issued to different people over the same piece of property.

Establishing good title is problematic, and banks are wary of lending against certain property

deeds. This was compounded by a long practice by the government of allocating public land

irregularly.90

Several other factors combine to render the creation, perfection and enforcement of

security interests inefficient in Kenya, especially where such interests relate to or are

otherwise associated with land. The first is the multiplicity of statutory instruments on the

creation and perfection of security interests. There are over 20 legislations that govern the

creation of security interests, and they do not prescribe a consistently coherent regime.91Each

piece of legislation lays down a different registration procedure, but there is no law that

prioritises interests so created.

On land-related security interests, more than five statutes govern land rights, creating

at least three different distinct legal frameworks for land rights – under the Government

89FSD Kenya, ‘Costs of Collateral in Kenya: Opportunities for Reform’ (September, 2009) 8 <www.fsdkenya.org/pdf.../09-11-24_Costs_of_Collateral_Study.pdf> accessed 21 December 2011

90A recent classic illustration is the Syokimau Demolitions saga: where scores of Kenyans were left homeless following a decision by government agencies to flatten their homes citing impropriety in land titles. To access video footage, follow: <http://www.youtube.com/watch?v=0X8MczAumYU&feature=related>; for a trail on newspaper reportage, see for instance, Mutinda Mwanzia and Judy Ogutu, ‘Court Stops Demolitions’ (East African Standard, Nairobi, 16 Nov 2011),

<http://www.standardmedia.co.ke/InsidePage.php?id=2000046838&cid=4&> accessed 16 Nov 2011.

91These legislations include: Transfer of Property Act, Group 8; Law of Contract Act Cap 23; Registered Land Act Cap 300; Registration of Titles Act Cap 281; Government Lands Act Cap 280; Land Titles Act, Cap 282; Sectional Properties Act No.21 of 1987; Companies Act Cap 486; Limitation of Actions Act Cap 22; Stamp Duty Act Cap 480; Evidence Act Cap 80; Land Control Act Cap 302; Registration of Documents Act Cap 285; Banking Act Cap 488; Traffic Act Cap 403; Chattels Transfer Act Cap 28; Advocates Act Cap 16; Agriculture Act Cap318; Arbitration Act No.4 of 1995; Notaries Public Act Cap 17 of 1958.

Lands Act of 1915, the Registered Land Act of 1963, the Registration of Titles Act of 1920,

the Land Control Act of 1967 and the Sectional Properties Act of 1987. The recently adopted

National Land Policy has as one of its core aims the consolidation and rationalisation of laws

relating to land.92 In addition, the legal framework on land creates two estates in land –

freeholds and leaseholds.93To make matters worse, the Land Control Act of 1967 voids any

transaction in land unless the Land Control Board consents thereto. These boards are

administrative, dispersed across the country in every district, sit once a month in most cases,

but generally apply no predictable system in their decision-making processes, rendering the

process of granting consent non-predictable.94

Section 96 of the Companies Act of 1962 lists a limited range of registrable interests

that include fixed and floating charges. In Kenyan practice, floating charges are not preferred

by funders for three reasons: first, they are defeated by priority creditors; secondly, they are

subject to a hardening period during which they can be challenged in a liquidation process;

and thirdly, the holder’s rights are limited to payments made into a specific account.

Dishonest borrowers could easily default through asset management schemes.

To further complicate the foregoing scenario, there is no single registry for the

lodgement of security instruments – meaning that the multiplicity of registries renders the

discovery of priority securities difficult. Besides the different registries, the laws prescribe

different time periods within which securities must be registered. For instance, under the

Chattels Transfer Act of 1930, it is 21 days;95under the Companies Act of 1962, it is 42

92Republic of Kenya, Ministry of Lands, Sessional Paper 3/2009 on National Land Policy (Government Printer, 2009) < http://www.ardhi.go.ke> accessed 5 July 2010

93ibid 18,19

94For more detailed reviews, see Jose E Mantilla, Peter M Mwangi and Jennifer W Kibaara, ‘Costs of Collateral in Kenya: Opportunities for Reform’ (Financial Services Deepening Kenya, September 2009)

<http://www.fsdkenya.org/pdf_documents/09-11-24_Costs_of_Collatral_Study.pdf> accessed 19 October 2011.

days;96and under the other laws providing for security interests, it is on average 30 days.

Computerisation of government functions has just recently started, meaning that in the past

and even now, most security interest registries operated manual databases, and remain

isolated. Validating titles and interests is an odious and imprecise process. The effect of the

preceding difficulties is that even in cases where capital-seeking enterprises show collateral,

the ‘bankability’ of the collateral is not assured.

To address these issues, law reform offers an important part solution. The law reform

agenda stands out clearly in each of the preceding paragraphs, and include, in summary, the

need to deal with corruption, the creation of stronger regulatory frameworks around

registration of interests in land, the consolidation and clarification of the legal regime on

security interests that includes systems for the establishment of a national registry of

securities, with all supporting institutions.97

4.5.2 Cost of Bank Credit

It has been shown under section 4.3.3 that accessing bank credit is costly in Kenya.

Lending rates are controlled by a disparate range of economic and regulatory factors, as

development literature has documented. In the latter part of this chapter, a range of barriers to

finance are explored with respect to the issues already addressed in this chapter. When

lending rates are high, and collateral requirements steep, enterprises suffer. Institutional

lenders are known to hedge against ‘risk’, as the experience of the UK, reviewed in chapter 3,

illustrated.98 Improving the quality of the private sector through increasing institutional

transparency might be one method to driving down the risk aversion pervading formal credit

96s 96

97FSD Kenya, Costs of Collateral (2009) (n 88) 98ch 3, 73

markets. Yet access to finance, this chapter suggests, is itself fundamental to supporting the

consolidation of good quality collateral. Legal instruments are likely to be valuable tools in

achieving these private sector development policies.

4.5.3 Business Informality and Financial Reporting Standards

Business informality and firm opaqueness driven by a weak financial disclosure

environment generate negative reputational effects on businesses, making credit access steep

because of the difficulty of establishing the soundness of collateral and creditworthiness.99

Business informality and low capital formation are inimical to asset tangibility, that is, the

consolidation of assets that can serve as good collateral.100 Other factors include general

regulatory arbitrage (as tax evasion, considered in the next chapter, suggests), and the non-

standardised application of the IFRS reporting template.

Kenya applies the International Financial Reporting Standards (IFRS) model in its

accounting and auditing practices, officially adopted in 1999.101The duty to apply IFRS,

however, is not statutory-based: it is the administrative edict of the Institute of Certified

Public Accountants of Kenya (ICPAK),102 but the duty to produce accounts is variously

mandated under securities-related laws including Companies,103Securities104 and Banking

Acts.105A World Bank Enterprise Survey in 2007, however, found that less than 50% of the

companies in Kenya employ an auditor on annual basis.106More problematic, however, is the

99Bengt and Tirole, Financial Intermediation (1997) (n 7) 663 - 66. 100ibid

101Interview with Mr. Evans Mulera, Director of Professional Services, Institute of Certified Public Accountants of Kenya (ICPAK offices, Nairobi, Kenya January 2010)

102ibid

103Companies Act of 1978 Cap 486 1962, ss 147-176, Laws of Kenya. 104Capital Markets Authority Act Cap 485A 1989, s 23, Laws of Kenya. 105Banking Act 1989, Cap 488 s 21, Laws of Kenya.

106World Bank, Enterprise Survey 2007 <

fact that the widely accepted accounting standards are, from a regulatory perspective, only

required of listed companies (that is, public companies) and other capital markets regulated

persons (for example, entities regulated by the Capital Markets Authority).107

According to a representative of a leading multinational tax and audit firm in Kenya –

“Most companies engage in special-purpose accounting – primarily to

comply with KRA requirements, hence driven by end-user of prepared

accounts. Implementing IFRS is expensive, and while Kenyan accountants

have the skills generally, the IFRS system requires continuing research and

engagement with international developments, and associated routine staff

training: most companies do not have the budgets for that. We can do it

because part of our market-leading role is grounded in a fully resourced

R&D unit, one of whose mandates is to keep constant tabs on happenings in

the IFRS field – these standards change almost on an annual basis, and to be

truly IFRS compliant, one would have to constantly update one’s systems

and skills. That is why IFRS compliance as a concept for most companies in

Kenya is a fairly relative concept in practice – and it will remain a tough task

for financial regulators to enforce here.”108

TX1 and TX2 echoed these viewpoints, with TX1 adding the observation that

“financial reporting, and the IFRS model, are really a question of economic development.”109

TX2 clarified that this means “when everybody plays by the same rules, conditions are

107Interviews with Mr. Mulera, Director, ICPAK (n 100) and with RG201, Financial Accounting, (CMA Offices, Nairobi, Kenya, January 2010).

108Interview with TX3, Legal and Tax Manager, Nairobi, Kenya, August 2009. 109Interview with TX1, Compliance Manager, Nairobi, Kenya, August 2009.

created for greater trust within the markets, which can promote greater synergy and

commercial partnerships between private companies.”110

These deductions were intriguing, and private equity fund managers were surveyed

for opinions over their levels of trust in Kenyan financial statements. A low 40% of

interviewed fund managers believe private company financial statements in Kenya present a

true and fair view of the corporation in question, and therefore can be relied upon. In contrast,

30% of the fund managers believe such accounts to be open to manipulation, carry minimum

disclosure, and therefore not in substantial compliance of IFRS standards – as chart 4.5,

below, demonstrates. As the chart shows, 8 questions were put to each interviewee, and the

statistical instances of answers to a ‘yes’/’no’ response matrix were captured. The first 5

questions elicit general opinions, and the last 3 questions interrogate the reasons for their

choices. Their responses are captured in chart 4.5 below.

It is significant that about 33% of the interviewees felt that financial statements in

Kenya are open to manipulation, and do not present a true and fair view of the corporation.

This group of fund managers also believed that reporting companies in Kenya do not disclose

fully, and did not comply with IFRS standards, opinions that generally support the deductive

observations of TX3.

In contrast, about 44% of the interviewees believed that Kenyan financial statements

presented an authoritative view of the reporting organisation, carried sufficient disclosure in

compliance with the IFRS reporting template, revealing a true and fair view of the company.

This group of fund managers consistently felt that financial accounting in Kenya was not

readily open to manipulation.

It was related earlier how a number of licensed stockbrokers went into financial

distress between 2007 and 2010, and RG201 was asked whether the failures were because of

poor financial accounting or the regulator’s inability to effectively police the sector. RG201

opined that –

“there were too many factors at play, and certainly, truthful accounting was

one of the key issues, but it cannot be said this was the main reason they

failed. Just a few entities have not done well, but most of the others are doing

alright. We cannot say the system is perfect, but there is a lot of effort into

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