*********** Lying Consultants

Very *********** Call centre and Claims department regarding a claim made last year on the 30 September 2020 Kindly note your email trail

katlego osborne <***> Jan 7, 2021, 1:58 PM (6 days ago) to CCRFAdmin, bcc: Admin

To whom it may concern

Kindly assist with the below enquiry.

Please advise regarding my payout for Retirement or provident funds from Affinity Health with Scheme Number: 21362.

Membership Number :M***3.

Claim Number: ***

kindly note my two reference numbers: Complaint Ref: RMU-547 and Callback Ref:L1 - 2FE for my enquiries none with any feedback.

Kind regards

Katlego Osborn Mohlahlo.

Customer Complaints Office <***> Fri, Jan 8, 8:32 AM (5 days ago) to me

Dear Katlego

Member number: M***3

Fund name: Affinity Health (Pty) Ltd

Complaint reference: RMU-547

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 time to bring this to my attention.

I will be dealing with your complaint and aim to resolve it within four (4) working days. If your complaint is complex and takes longer to resolve, I’ll inform you and give you regular progress updates.

Please read our complaints procedure, as it explains how we will deal with your complaint and what you can do if you are unhappy with the outcome or the way it is handled.

Thank you

Kind Regards

Mpho Mohlabi l Client Liaison Officer l Customer Experience l Group Shared Services l FINANCIAL SERVICES

Tel +***6 l Sharecall ***l Fax +***5 l ***

Alexander Forbes Financial Services (Pty) Ltd | +***0 | PO Box 787240, Sandton, 2146, South Africa | Alexander Forbes, 115 West Street, Sandown Co. Reg. No. *** | FAIS Licence No.1177 | An authorised financial services provider | www.alexanderforbes.co.za

Please consider your environmental responsibility before printing this e-mail

Report ***** and ********* behaviour in Alexander Forbes by calling our toll-free whistle-blower line on ***(South Africa and Namibia only) or visiting www.whistleblowing.co.za

katlego osborne <***> Fri, Jan 8, 8:39 AM (5 days ago) to Customer

Thank you for your response.

I will kindly be patient and let progress of your procedure take place only if I get constant feedback from you.

im happy to provide you with the claim documents supposedly sent through to you guys for the claim that i made.

Kind regards

katlego Mohlahlo

katlego osborne <***> Attachments Jan 8, 2021, 8:50 AM (5 days ago) to Customer

Good day to whom it may concern.

Kindly note the claim form and also the withdrawal claim form i filled on the 30 September 2020 till to this day no feedback from your institutions.

Please be advised that if no feedback by end of the day I'm logging a complaint with the ombudsman along with other financial bodies that are in place to regulate your services towards clients satisfaction.

Kind regards

Katlego Mohlahlo

2 Attachments

Claim form receipt Inbox

Admin via aforbes.com Sun, Jan 10, 9:21 PM (3 days ago) to me

Dear Katlego Osborn Mohlahlo

Thank you for contacting the Alexander Forbes Help Desk.

With reference to your below email kindly be advised your claim was received.

Please note disinvestment was initiated on 08/01/2021 and will be finalized within 3-5 working days.

Kindly be advised the standard timeframe for claims to be settled is between 4 and 6 weeks after disinvestment is finalized. This is provided;

There is no outstanding information pending from the company and There are no issues with SARS

Should you have any further queries, please do not hesitate to contact us either on ***or at ***

Regards,

Alexander Forbes Client Interaction Centre l FINANCIAL SERVICE

Automatic reply: Employer pension and provident Fund Enquiry for Claim No:*** Inbox

CcRFAdmin via aforbes.com Thu, Jan 7, 1:58 PM (6 days ago) to me

Thank you for your enquiry.

This is an automated response from Alexander Forbes acknowledging receipt of your e-mail.

We endeavor to attend to your query within 3 working days.

Our office hours are from 08:00 am to 05:00 pm, Monday to Friday, excluding public holidays.

NOTE: The disclaimers at https://www.alexanderforbes.co.za/email-legal-notice apply to this email and attachments. Should you not have Web access, send an email to *** and a copy will be sent to you..

Admin via aforbes.com Thu, Jan 7, 1:58 PM (6 days ago) to me

Thank you for your enquiry.

This is an automated response from Alexander Forbes acknowledging receipt of your e-mail.

We endeavor to provide a response within 3 working days

Please note that ALL Withdrawal Claims Take 4 - 6 Weeks to finalise provided that your Last contribution has been received and allocated, Your tax affairs are in order and the bank validation passes.

Please note that ALL Switch Forms must be sent directly to ***

Please note that ALL Divorce Order Claim Queries must be sent directly to ***

For information on how the Coronavirus may affect your retirement fund saving, please visit the Alexander Forbes website - www.alexanderforbes.co.za – AF Online and the AF Mobile to view the 6 March 2020 member communication – “The coronavirus and your retirement fund savings”.

For security purposes, The Contact Centre does not provide any Fund values and We encourage All Active members to login / register on the AFonline Platform for Fund Values.

Our office hours are from 08:00 am to 05:00 pm, Monday to Friday, excluding public holidays.

...

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katlego osborne <***> Fri, Jan 8, 10:37 AM (5 days ago) to Admin

so if you app**** on the end of september dont you think 4 - 6 weeks has long passed.

ID Number Inbox

Admin via aforbes.com Mon, Jan 11, 10:09 AM (2 days ago) to me

Good Day

Thank you for contacting the Alexander Forbes Helpdesk.

Kindly confirm your ID number so as to enable me to assist with the query below.

Regards

Leandra Jood

Alexander Forbes Client Interaction Centre l FINANCIAL SERVICES

Tel +***1 l Fax +***1 l ***

Alexander Forbes Financial Services l +***0 l PO Box 652071, Benmore, 2010, South Africa l Alexander Forbes Place, 115 West Street, Sandown Co. Reg. No. *** l FAIS Licence No.1177 l An authorised financial services provider l www.alexanderforbes.co.za

------------------- Original Message ------------------- From: *** Received: Fri Jan 08 2021 10:37:55 GMT+0200 (South Africa Standard Time) To: (AF) Admin Subject: Re: Automatic reply: Employer pension and provident Fund Enquiry for Claim No:***

so if you app**** on the end of september dont you think 4 - 6 weeks has long passed.

On Thu, Jan 7, 2021 at 1:58 PM Admin <***> wrote: Thank you for your enquiry.

This is an automated response from Alexander Forbes acknowledging receipt of your e-mail.

We endeavor to provide a response within 3 working days

Please note that ALL Withdrawal Claims Take 4 - 6 Weeks to finalise provided that your Last contribution has been received and allocated, Your tax affairs are in order and the bank validation passes.

Please note that ALL Switch Forms must be sent directly to ***

Please note that ALL Divorce Order Claim Queries must be sent directly to ***

For information on how the Coronavirus may affect your retirement fund saving, please visit the Alexander Forbes website - www.alexanderforbes.co.za – AF Online and the AF Mobile to view the 6 March 2020 member communication – “The coronavirus and your retirement fund savings”.

For security purposes, The Contact Centre does not provide any Fund values and We encourage All Active members to login / register on the AFonline Platform for Fund Values.

Our office hours are from 08:00 am to 05:00 pm, Monday to Friday, excluding public holidays.

NOTE: The disclaimers at https://www.alexanderforbes.co.za/email-legal-notice apply to this email and attachments. Should you not have Web access, send an email to *** and a copy will be sent to you..

NOTE: The disclaimers at https://www.alexanderforbes.co.za/email-legal-notice apply to this email and attachments. Should you not have Web access, send an email to *** and a copy will be sent to you.. ...

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katlego osborne <***> Mon, Jan 11, 10:18 AM (2 days ago) to Admin

***

Kindly note the email trail Attention: Mpho

katlego osborne <***> Attachments 9:57 AM (6 hours ago) to Customer

Hi Mpho

Kindly note attached email trail between Nicole Thaver and your finance specialist ****ha.

Kind regards

katlego Attachments area

RE: Kindly note the email trail Attention: Mpho RMU-547 CRM:*** M***3 Inbox

Customer Complaints Office 2:48 PM (1 hour ago) to me

Good Day Katlego

Thank you for your patience.

Please be informed that we have received confirmation from our team that the claim is currently in process and we have requested that the claim to be expedited .

The following steps will be taken to ensure to finalise your claim:

· We have requested for our team to applying Tax with SARS which will take 24/72hrs depending if there are not issues

· Once feedback is received from SARS we will process the payment which will take 3 to 5 working days to be finalised

A full investigation was conducted and we will look at all service failures and ensure that our corrective action process will be followed internally.

Kindly take note, I will keep you updated should there be any delays.

Kind Regards

Mpho Mohlabi l Client Liaison Officer l Customer Experience l Group Shared Services l FINANCIAL SERVICES

Tel +***6 l Sharecall ***l Fax +***5 l ***

Alexander Forbes Financial Services (Pty) Ltd | +***0 | PO Box 787240, Sandton, 2146, South Africa | Alexander Forbes, 115 West Street, Sandown