Help needed urgently

Item: Alexander Forbes Financial Services
Rating: 3
Author: Francis S

I am trying to assist my ****her to obtain a IT3A for payment made in 2020, where SARS is now querying this and need us to resubmit the certificate (it was on E-filling but they dispute it) There has now been 3 requests from my dads email to you, and no reply. I registered online for him, but takes another 3 days to load his portfolio which I believe is not active as I believe the fund closed and therefore the lumpsum payment he received. Can we please get urgent help as SARS send him SMS daily, and he is extremely worried and at 80 you do not need this kind of issues.

JB Sharples - *** Certificate Number: *** PAYE ***

Please email us the original certificate to *** or contact me on ***

Helpful (0)

Replies (2)

Alexander Forbes Financial Services's replyOfficial

13 Apr 2023, 11:15

Dear Francis At Alexander Forbes, our clients are important to us and I am sorry to learn that you’re dissatisfied with our service. Thank you for taking the time to bring this to our attention. We hereby acknowledge receipt of your complaint and apologies for the inconvenience caused. We will investigate your query and provide feedback with the contact details provided. Kind RegardsCustomer Insights and Escalations

Alexander Forbes Financial Services's reply13 Apr 2023, 11:15

Official

Alexander Forbes Financial Services's replyOfficial

13 Apr 2023, 17:07

Good day Mr Francis

Thank you for taking time to speak to us today. We have resent the document for perusal.

Trusting you find the above in order.

Kind RegardsCustomer Insights and Escalations

Alexander Forbes Financial Services's reply13 Apr 2023, 17:07

Official

Good day Mr Francis

Thank you for taking time to speak to us today. We have resent the document for perusal.

Trusting you find the above in order.

Kind RegardsCustomer Insights and Escalations