aF
andre F

1 reviews | Active since Jun 2019

24 Jun 2019, 10:53

Tax cerificates

I have retirement annuity with Momentum and for tax submission purposes I require a tax certificate from them for said policy. I have made several phonecalls to them to request my 2019 tax year certificate and was at first told that the certificates would be sent out by mid june 2019. It is the 24th of june and still I am told that the tax certificates are not ready yet. Why so tardy this year momentum?

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Replies (2)
Momentum (SA)
Momentum (SA)'s reply24 Jun 2019, 10:59
Official
Thank you for your feedback, I apologise for the frustration this has caused you.

I will forward the matter to our tax department to action upon.

Kind regards
Michele Coetsee
aF
andre F's update24 Jun 2019, 11:42
Reviewer Update
thank you so much Michele

regards
Andre