LG
Linda G

1 reviews | Active since Aug 2026

19 Aug 2026, 09:49

Old Mutual not able to submit ROT01

I am really fed up with trying to get my ROT01 from Old Mutual as the receiving fund. I have contacted Old Mutual since 06 Aug and still have no answer. I am therefore not able to submit my personal tax efiling through SARS. My advisor is getting a totally different reply from Old Mutual stating that the amount is under the threshhold. Which department is responsible for this lack of communication and mismanagement. As an individual I cannot upload the ROT01 myself. It should be done by Old Mutual. I received ALL documentation from Momentum (transferring fund) within 2 days. Please have this resolved asap. Please send written confirmation once the ROT01 has been submitted.

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Replies (1)
Old Mutual
Old Mutual's reply19 Aug 2026, 10:52
Official
Good day,

We acknowledge receipt of your review and sincerely apologise for the service experience you encountered. We are committed to investigating this matter thoroughly and will make direct contact with you during business hours should further information be required.

Kind regards
Old Mutual Complaints Management