1 reviews | Active since Mar 2017
Tax directive error-horrible service
I am writing to seek immediate assistance regarding a serious issue I am facing with my tax directive. In September 2024, I transferred my accumulated pension funds from the M-retirement fund administered by Alexander Forbes to a normal investor account with Alexander Forbes. However, it seems that my tax directive was incorrectly classified as a withdrawal rather than a transfer.
Due to this mistake, I am unable to proceed with my SARS tax return for 2025, and I am already incurring penalties as a result. In early September, I contacted both the M retirement fund and Alexander Forbes to rectify this error, but unfortunately, I have not received any assistance and all my emails have gone ignored.
When I attempt to complete my tax return, I encounter the following error message: "Please note that this tax return was not processed because SARS issued a tax directive No: ***4, but there is no lump sum amount declared on the return. Contact the fund administrator to correct the error."
I would really appreciate your prompt attention to this matter, as it is causing me significant distress. If there is someone specific I should be contacting or if you could expedite the correction with the fund administrator, it would be greatly appreciated.
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
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
