TC
Tman C

1 reviews | Active since Aug 2016

02 Mar 2026, 09:48

AF section 14 process taking long.

I have requested a transfer of my RA to easy equities and all revelant documents were submitted. Later received an email from EE stating that Alexander Forbes could not locate my policy. I then found that I had captured a wrong policy number on one of the documents. This error was corrected and all the relevant documents submitted. Policy number *** and statement were resubmitted to EE and AF financial institution. Its been over a month now and still waiting for the transfer to take place.

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Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply02 Mar 2026, 10:08
Official
Dear Mr. Chaka,
At Alexforbes, our clients are important to us, and I am sorry to learn that you are dissatisfied with our service. Thank you for taking the time to bring this to our attention. 

We hereby acknowledge receipt of your complaint. We will investigate the matter and provide feedback using the contact details you have provided. 

Regards 

Alexforbes Customer Experience 

TC
Tman C's update11 Mar 2026, 10:55
Reviewer Update
2 weeks later and still no feedback from Alexforbes.
Can someone please tell me what I need to do to get this issue resolved?