HK
Heleen K

1 reviews | Active since Dec 2022

25 Nov 2025, 13:35

No communication

Alexander Forbes’ total lack of communication regarding the missing tax directives is absolutely unacceptable for a financial institution of this size. I have been requesting a tax directive for a client for more than a week, and because of this delay I am unable to submit her 2025 tax return.

Despite multiple follow-ups, I have received no feedback, no update, and no indication of progress. This level of service is completely unreasonable and places both myself and my client at risk of non-compliance through no fault of our own.

0
Replies (3)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply25 Nov 2025, 14:47
Official
 
Dear Heleen, 

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. 
 
We will investigate your complaint and provide feedback on the contact details provided.   
 
Regards 
Alexforbes Customer Experience 

 
HK
Heleen K's update04 Dec 2025, 13:18
Reviewer Update
I received several emails from Alexander Forbes since publishing this complaint, and yet still no IRP5 for the tax directive ISSUED BY ALEXANDER FORBES.
Utterly unacceptable.
HK
Heleen K's update20 Jan 2026, 14:14
Reviewer Update
Well it has been nearly two months and we still do not have the IRP5.