Alexander Forbes: Performance and dedication questioned

My father passed away in early March 2021.

After obtaining appointment as executor from the Cape High Court, I proceeded to appoint a qualified attorney to finalize my fathers estate.

Alexander Forbes which was managing my fathers provident fund and paying the monthly medical membership contacted my son to inform myself that there remained approximately R15 000, 00 in the fund during 2020.

When the claim was submitted to the company with all the required documentation plus more it took the company months to make a decision, one which was not noted or brought to my attention despite having all my contact details. .

On both my fathers and mothers death certificates received from Department of Inland affrairs it indicated they were still married, despite them getting a divorce more than 30 years ago.

So as executor I was required to submit a sworn statement to confirm they were divorced. I duely did so and provided a copy of my mom's death certificate as she had passed away 10 years prior to my father passing on. I even indicated the lawyer who facilitated the divorce, Mr Shapiro, a very well known divorce lawyer in Pretoria.

I further stated that both my partents utilized Mr Shapiro as agreed and that my father agreed to lay no claim on my mothers assets (none at her passing) and was to pay a monthly sum of R500,00 per month to my mother as settelment.

Well it's now been more than 6months since the lawyer firm acting on my behalf submitted the further required documentation as requested by Alexander Forbes and still no response or payment received from the company.

I am aware of Covid but to use this as an excuse to not deal with and settle matters is unacceptable!

I have worked non-stop since March 2020 since the first lock-down started up until my operation 4 weeks ago. This finalization of the estate and required court approval and financial settlements are being delayed and dragged out unneccesarily.

I retire shortly and was considering this company to invest a portion of my retirement income but I have to reconsider and give my financial advisor notice that if a company cannot perform and execute simple administrative duties I would rather invest elsewhere.