Alexander Forbes - Horrible Service

Worst Service Ever! After 9 months of chasing a withdrawal payment, we landed in a teams meeting on the 6th November 2025 with Tasneem Omar, Elize Lotter, Nodelle Naidoo, Samantha Combrink and Nada Marufu. This teams meeting was a result of us personally seeking to resolve this be making our own independent investigations because no tangible reasons were given for why a withdrawal benefit was taking this long to process. To our horror, the AlexForbes had not done due diligence by completing relevant paperwork to ensure fund members are exempt from tax. Member had tax directive of 33% of withdrawal benefit for a zero tax legislated fund if you submit the application for exemption which AlexForbes did not submit. For each month from February 2025, my partner was asked to submit tax clearances which he diligently submitted. Turns out the clearances are not what SARS was looking for 9 months later! Action items were agreed during the teams meeting. We had to write emails to follow up on action items. Voila, lies told to us that some of the information had not been received from foreign country. Foreign country communicated with evidence that this information was sent the day before our teams meeting. Further follow up has been done via email for completion of other action items. We are now pushing for the actions. After numerous emails over a number of weeks, confirmation of a tax directive submission was issued. The exemption application has still not been done to date and email requests for feedback are falling on deaf ears. We have offered to even prepare the application ourselves as we did with other actions ie taking matters into our own hands to progress the work, as usual no response. We have reported them to FSCA and now resorting to an online complaint to get action. Their complaints line has a voice message that they are in training and not available. The question i ask. is do they have the money to pay