KM
Kelly M
1 reviews | Active since Feb 2014
08 Feb 2015, 21:10
Ping Pong between Discovery and SARS
After speaking to Ashliegh, Nadia and Psile I have been advised that to withdraw my RA for the purposes of immigration I need to obtain the tax directive. Ashliegh confirmed that \Discovery's iTax system does not allow for this". Based on previous investment experience it is always the Insurer that files for the tax directive not the client they have access to the portfolio history. I was a bit concerned as I had explained that I had called SARS and they had confirmed this to be correct and this is further validated on their Website. Not to mention that the SARS Form C clearly indicates that the administrator should sign. After spending frustrating and valuable time in SARS both consultant at SARS"
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Discovery Invest's replyOfficial
09 Feb 2015, 13:35Hello kjmurphy,
Thank you for talking to me today.
As discussed, the process for emigration is as follows:
1. You submit the withdrawal documentation to us
2. We draft a Form C
3. You take the Form C to SARS for directive OR
4. You can can complete the documentation and hand us the original authority and we can apply for the directive at SARS on your behalf
You've confirmed that you will send your documentation to me and I will help you through the process.
In the meantime, please don't hesitate to contact me if you require anything further.
Best regards
Rene
Thank you for talking to me today.
As discussed, the process for emigration is as follows:
1. You submit the withdrawal documentation to us
2. We draft a Form C
3. You take the Form C to SARS for directive OR
4. You can can complete the documentation and hand us the original authority and we can apply for the directive at SARS on your behalf
You've confirmed that you will send your documentation to me and I will help you through the process.
In the meantime, please don't hesitate to contact me if you require anything further.
Best regards
Rene
Discovery Invest's reply09 Feb 2015, 13:35
Official
Hello kjmurphy,
Thank you for talking to me today.
As discussed, the process for emigration is as follows:
1. You submit the withdrawal documentation to us
2. We draft a Form C
3. You take the Form C to SARS for directive OR
4. You can can complete the documentation and hand us the original authority and we can apply for the directive at SARS on your behalf
You've confirmed that you will send your documentation to me and I will help you through the process.
In the meantime, please don't hesitate to contact me if you require anything further.
Best regards
Rene
Thank you for talking to me today.
As discussed, the process for emigration is as follows:
1. You submit the withdrawal documentation to us
2. We draft a Form C
3. You take the Form C to SARS for directive OR
4. You can can complete the documentation and hand us the original authority and we can apply for the directive at SARS on your behalf
You've confirmed that you will send your documentation to me and I will help you through the process.
In the meantime, please don't hesitate to contact me if you require anything further.
Best regards
Rene