MB
Mamphekgo B

1 reviews | Active since Aug 2019

16 Aug 2019, 14:26

Alexander Forbes Financial Service not able to provide IRP3 requested by momentum

I have transferred my pension fund from Alexander Forbes Financial Service to momentum and withdrew portion. Alexander Forbes Financial Service is not able to provide momentum with IRP3 which momentum requested since their tax directive application was rejected due to lack of some information. Tried to request it from SARS myself but was told that only Alexander Forbes Financial Service can get for me.

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Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply16 Aug 2019, 14:42
Official
Thank you for bringing this matter to our attention.

We have contacted you via the details provided with feedback.

Kind Regards

Bengy Marais

MB
Mamphekgo B's update18 Aug 2019, 03:24
Reviewer Update
Bengy Marais I formally lodge a complaint with your complaint department and you handled my complaint but you never helped. you send me same screenshot momentum has used apply directive which was declined. Momentum has pleaded with you to provide IRP3 and also send you sample but you still failed to provide it. Can you please me why don't you want to send momentum that IRP3 so that this matter can be closed