sS
svanzyl S

1 reviews | Active since Mar 2009

06 Nov 2025, 08:28

Unable to submit tax return because Alexander Forbes issued directive with incorrect tax number and refuses to correct it.

I am a tax practitioner and has a client who has investments with Alexander Forbes. He had a pay-out from them in the 2025 tax year and they issued the tax directive with an incorrect tax number. We've been trying to resolve this and they just say they can't help us. We've been to SARS' offices and logged calls - only Alexander Forbes can rectify the incorrect IT3/IRP5 as well as the tax directive. My client is now paying penalties for late submission of his tax return and Alexander Forbes simply claim innocence and say they can't help. This is absolutely horrible service from a registered financial institution. The company he works for has an internal office, so I have the details of the people assisting us, but no reference number.

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Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply06 Nov 2025, 08:42
Official
Dear Sonja, 

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 
sS
svanzyl S's update11 Nov 2025, 09:41
Reviewer Update
It has been 4 workdays since my review. The issue has still not been resolved.
Will never recommend Alexander Forbes to anyone. As a professional service provider myself, this is unacceptable service.