MR
Marlene R

1 reviews | Active since Oct 2012

17 Jul 2024, 09:27

Careless with serious information

I submitted my tax return on Monday. Or i tried to only for it to get rejected because Momentum captured the incorrect Directive Number. They received a Directive number, then cancelled it and received a new one again. When they did my tax they captured the cancelled number. Now I can't submit my return. I phoned Momentum on Monday and gave them all the details. The correct directive number and everything and I am not getting feedback from them. How difficult is it to update the correct number. This is a serious matter. A tax return is not just an option. I can get in trouble for not submitting a return. i know there is still a lot of time, but I do it and get it done. i am not someone to leave things for last minute. Now because of Momentums carelessness I am stuck. This just proves they can't be trusted. Their neglegence is concerning especially with something like this. One more good reason as to why I cancelled my RA with them. Next I will be cancelling my insurance.

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Replies (6)
Momentum (SA)
Momentum (SA)'s reply17 Jul 2024, 09:44
Official
I appreciate you raising your concerns with us. They are indeed very disappointing and we sincerely apologise for he inconvenience caused.  

We will escalate the matter to the Investo management team for assistance and feedback.

Kind regards
NH
Momentum (SA)
Momentum (SA)'s reply17 Jul 2024, 15:19
Official
Dear Marlene

Our Investo team confirmed that they called earlier, and you asked that they contact you again later.

Kind regards
NH
MR
Marlene R's update17 Jul 2024, 15:36
Reviewer Update
I asked them to contact me in 15 minutes as I was in a meeting. It is now an hour later, another dash of incompetence. SURPRISE
Momentum (SA)
Momentum (SA)'s reply17 Jul 2024, 15:53
Official
Your comment is noted, and I have asked that they contact you again.
MR
Marlene R's update18 Jul 2024, 14:32
Reviewer Update
The person that phoned yesterday said it will be fixed today. IT IS STILL NOT FIXED!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Momentum (SA)
Momentum (SA)'s reply19 Jul 2024, 15:47
Official
 Your comment is noted.