BC
Brenda C

1 reviews | Active since Aug 2020

19 Mar 2021, 16:59

INEFFICIENCY - FAILURE TO RESPOND - REQUEST FOR TAX CERTIFICATE

I AM ATTENDING TO THE ADMINISTRATION OF A DECEASED ESTATE. ON 24TH FEBRUARY 2021 I REQUESTED A TAX CERTIFICATE FROM THEM VIA EMAIL. I SENT A FURTHER EMAIL ON 1ST MARCH AND AGAIN ON 10TH MARCH AND THEN ONCE AGAIN ON 16TH MARCH. THEIR AUTOMATIC RESPONSE EMAIL TELLS ME THAT I WILL RECEIVE A RESPONSE IN 3 TO 5 WORKING DAYS. NOT SO, I'M AFRAID. I ALSO PHONED THEM ON THE 5TH MARCH. ALL TO NO AVAIL. THEIR FAILURE TO DELIVER ON THIS SIMPLE REQUEST IS DELAYING THE FINALISATION OF THE DECEASED'S TAX AFFAIRS AND CONSEQUENTLY THE FINALISATION OF THE LIQUIDATION AND DISTRIBUTION ACCOUNT. CAN SANLAM PLEASE EXPLAIN TO THE UNHAPPY HEIRS WHY IT IS TAKING THEM SO LONG TO PROVIDE ME WITH A TAX CERTIFICATE?

0
Replies (2)
Sanlam
Sanlam's reply19 Mar 2021, 17:04
Official
Dear Brenda 

We acknowledge receipt of your complaint. Your matter was escalated to the relevant department for further investigation. 

Kind regards 
Sanlam Client Relations 
Sanlam
Sanlam's reply23 Mar 2021, 08:45
Official
Dear Brenda

Kindly confirm the department that is dealing with this estate, is it Sanlam SKY, Sanlam Employee Benefits, etc?  We have searched under Sanlam Life and we cannot locate a record. 

We look forward to hearing from you. 

Regards,
Sanlam Client Relations