MS
Mariza S

1 reviews | Active since Sept 2015

30 Jul 2018, 11:04

POOR POOR service from Old Mutual

I bought Old Mutual funds through Rosstone/Hiveld. In February I have sold one of the funds and bought another one. Old Mutual subtracted R1 774.60 as capital gains tax, on the gains that I made within the fund. Now, we asked Johan Greyling and Rencia Erasmus for a tax certificate, as we paid the R1 774.60 capital gains tax. Johan Greyling from Rosstone said that there is now tax on such funds and that the fund is liabile for the tax. He then referred us to Rencia Erasmus from Old Mutual, but she is just ignoring our emails. If Johan Greyling is correct, and we are not liabile for the tax, then Old Mutual must pay back our R1 774.60 that they subtracted or if not so, they must provide us with a tax certificate as we have requested several times. This is really POOR POOR service from Old Mutual!!!

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Replies (2)
Old Mutual
Old Mutual's reply30 Jul 2018, 12:11
Official

Dear Mariza

We received your review of 30 July 2018 and also refer to our telephone conversation this morning.

We are investigating this matter and will contact your to resolve.

Kind regards

Coleen Aanhuizen

Complaints Management

MS
Mariza S's update08 Aug 2018, 09:54
Reviewer Update
Coleen, your telephonic discussion Monday with my wife refers. You said that you will send us an email on Tuesday with the information that we need. We haven't received the email as yet.