Old Mutual RA Application Freeze code ******4122 1

Freeze code ******4122 1 OmuQuote No :QR00011

A RA application was made in January 2025 and the payment was made on 12 February 2025. The Old Mutulal Cresta Branch was immediately informed about the payment and the proof of payment was sent to the broker. We requested the RA investment document at the end of February 2025 and a again in March 2025, but the only answer we got from Cresta Old Mutual Broker is that the back office Is processing the application. We escalated this matter again in August 2025 after family tax consultant indicated that the Tax certificate for the RA did not appear on the SARS IT system only to find out from Old Mutual that the RA application was never processed. The due date for the tax submission for the 2024/25 period is 20 October 2025 and to date we have not received the RA tax certificate and proof that the RA has been processed. We only receive vague answers from Old Mutual. When we request to speak to the senior management in the RA department, we only get silence. Without RA tax certificate a large payment will have to be made to SARS due to Old Mutual's negligence. This excludes penalties and interest. Old Mutual has the application and the money thus I do not know why it is taking so long. The ways things are going it looks like we are never going to get the Tax certificate. Maybe this matter may involve some *****ulent activities I hope the CEO and Senior management know what is happening in Old Mutual. I am very disappointed with the Old Mutual staff as they did not resolve my problem. My tax consultant went out of country on 6 October 2025 and we requested that this matter be finalized by then, but once again only excuses from Old Mutual. A letter was requested from Old Mutual with regards to the current status of this matter which would have been used to finalize the SARS tax submission on 6 October 2025 but once again Old Mutual failed because staff did not want to to be personally responsible for the payment that are due to SARS. Old Mutual has the application and the money and eight months later the money has still not been invested in a RA?????????????????

Very Very Very disappointed with Old Mutual for putting us through and enormous amount of stress and making us grovel and beg for a tax certificate.