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Phillipa M

1 reviews | Active since Jan 2025

13 May 2025, 16:31

Sanlam ***********. Can't correct error made by them on 2 pot withdrawal directive

My partner and I recently requested 2 pot savings withdrawals from Sanlam. The income information provided to SARS was not checked with us first. Incorrect information was thus provided for the tax directive resulting in over taxation. The process as per SARS (2 separate calls) is for Sanlam to CANCEL the incorrect directive and request a new one with correct information. Sanlam refuses to correct the error and insists it is a SARS issue. SARS can't possibly correct information provided by a 3rd party. This has been going on for about 2 months now.

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Replies (2)
Sanlam
Sanlam's reply13 May 2025, 16:40
Official
Good day Phillipa

We apologise for your service experience and have requested the Sanlam Life department to look into the matter and contact you.
 
Regards
Sanlam Client Care 
Sanlam
Sanlam's reply14 May 2025, 13:10
Official
Good day Phillipa

This is to confirm that feedback has been provided to you via email.
 
Regards
Sanlam Client Care