DP
Des P

1 reviews | Active since Dec 2009

28 Feb 2024, 08:23

Unhelpful in assisting with Provident Fund withdrawal

I requested Alexander Forbes to advise me on what is the estimated amount I would receive after withdrawing from the Provident Fund and they have been extremely unhelpful. The call centre takes 10 minutes to answer, emails take 2 weeks to get a response and eventually when they do respond I am advised "only SARS can tell you how much tax" and "Find a financial advisor".

Surely you have a duty to either request a tax directive on behalf of members (who pay you a monthly fee) or if you want to offer sub-par service to members then give them all the information and steps to apply for a tax directive. Poor service throughout my membership with Alexander Forbes. I would not advise using them for any financial service.

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Replies (1)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply28 Feb 2024, 08:55
Official
Dear Des,
 
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
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