CB
Cheryl B
1 reviews | Active since May 2017
25 Jul 2022, 11:32
Not receiving documents as requested
I have been trying for 2 weeks to get my IRP5S sent to me as requested by SARS to complete the audit on my return. I withdrew from the funds below last year, Sanlam Umbrella fund as well as Sanlam SM1 plan. To date no one has been able to assist me even though I have supp**** them with my id number as well as the directive number
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Replies (4)
Sanlam's replyOfficial
25 Jul 2022, 12:11Good day Cheryl
You have been provided with extensive feedback from Sanlam Corporate on 6 July 2022.
We would like to confirm the closing paragraph of the email sent to you: 'we respectfully confirm that the issue you are experiencing is not due to Sanlam’s fault. Despite this, Sanlam is trying to assist you to resolve this matter with SARS'.
You have also been provided with direct contact details of the consultants who assisted you. Please contact them directly if you have further enquiries.
Regards
Sanlam Client Care
You have been provided with extensive feedback from Sanlam Corporate on 6 July 2022.
We would like to confirm the closing paragraph of the email sent to you: 'we respectfully confirm that the issue you are experiencing is not due to Sanlam’s fault. Despite this, Sanlam is trying to assist you to resolve this matter with SARS'.
You have also been provided with direct contact details of the consultants who assisted you. Please contact them directly if you have further enquiries.
Regards
Sanlam Client Care
Best regards,
Sanlam's reply25 Jul 2022, 12:11
Official
Good day Cheryl
You have been provided with extensive feedback from Sanlam Corporate on 6 July 2022.
We would like to confirm the closing paragraph of the email sent to you: 'we respectfully confirm that the issue you are experiencing is not due to Sanlam’s fault. Despite this, Sanlam is trying to assist you to resolve this matter with SARS'.
You have also been provided with direct contact details of the consultants who assisted you. Please contact them directly if you have further enquiries.
Regards
Sanlam Client Care
You have been provided with extensive feedback from Sanlam Corporate on 6 July 2022.
We would like to confirm the closing paragraph of the email sent to you: 'we respectfully confirm that the issue you are experiencing is not due to Sanlam’s fault. Despite this, Sanlam is trying to assist you to resolve this matter with SARS'.
You have also been provided with direct contact details of the consultants who assisted you. Please contact them directly if you have further enquiries.
Regards
Sanlam Client Care
Best regards,
Sanlam's replyOfficial
25 Jul 2022, 12:14Good day Cheryl
We can confirm that you have previously been assisted by Sanlam Corporate regarding this.
Regards
Sanlam Client Care
We can confirm that you have previously been assisted by Sanlam Corporate regarding this.
Regards
Sanlam Client Care
Best regards,
Sanlam's reply25 Jul 2022, 12:14
Official
Good day Cheryl
We can confirm that you have previously been assisted by Sanlam Corporate regarding this.
Regards
Sanlam Client Care
We can confirm that you have previously been assisted by Sanlam Corporate regarding this.
Regards
Sanlam Client Care
Best regards,
CB
Cheryl B's updateReviewer Update
25 Jul 2022, 16:48This is a completey different issue. I have been able to process my return. I am now being audited. I had 2 withdrawals from last year. One from the Umbrella fund and one from the Sanlan SM1 fund. I require the IRP5s for these withdrawals as this is what SARS requires. I have been from pillar to post trying to get both sorted
CB
Cheryl B's update25 Jul 2022, 16:48
Reviewer Update
This is a completey different issue. I have been able to process my return. I am now being audited. I had 2 withdrawals from last year. One from the Umbrella fund and one from the Sanlan SM1 fund. I require the IRP5s for these withdrawals as this is what SARS requires. I have been from pillar to post trying to get both sorted
Sanlam's replyOfficial
26 Jul 2022, 08:56Good day Cheryl
You have been provided with direct contact details and a Manager has provided you previously with feedback. Please correspond with them directly on the details previously provided to you.
Regards
Sanlam Client Care
You have been provided with direct contact details and a Manager has provided you previously with feedback. Please correspond with them directly on the details previously provided to you.
Regards
Sanlam Client Care
Best regards,
Sanlam's reply26 Jul 2022, 08:56
Official
Good day Cheryl
You have been provided with direct contact details and a Manager has provided you previously with feedback. Please correspond with them directly on the details previously provided to you.
Regards
Sanlam Client Care
You have been provided with direct contact details and a Manager has provided you previously with feedback. Please correspond with them directly on the details previously provided to you.
Regards
Sanlam Client Care
Best regards,