PW
Paul W
1 reviews | Active since Oct 2010
13 Jul 2021, 13:18
Repeated Failure to acknowledge to SARS my Pens & Prov Fund transfers from OM with MASSIVE tax implications
SARS alerted me recently that AF has repeatedly failed to acknowledge my Prov and Pen Funds transfers in Sept2017, from Old Mutual, by submitting the mandatory ROT02 forms, despite many requests for these over the years. I got an email from AF, in this regard, on 18Feb2019 saying "There is no need to contact us nor be concerned . . . issue WILL be resolved." This did not happen. Now the entire TAX Team are ignoring my urgent emails. This has MASSIVE tax implications for me, circa R1.9Million, in punitive backtaxes. I will sue AF for damages and costs, and am now involving the TAX Ombud and a very expensive legal team.
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Replies (1)Alexander Forbes Financial Services's replyOfficial
13 Jul 2021, 19:40Dear Paul
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 Regards
Client services
Alexander Forbes Financial Services's reply13 Jul 2021, 19:40
Official
Dear Paul
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 Regards
Client services
