BA
Bettina A

1 reviews | Active since Mar 2009

06 Jul 2016, 11:52

TFSA issues

<p>I opened a TFSA in June last year and have put money in it each month till early this year. On phoning the call centre to find out how I get my tax statement so I can complete my efiling I was told they do not have a TFSA linked to my account. I was then sent to 2 further departments and told the same thing. I then left work to go into the branch to find out what is going on and was first told by the service consultant that the statements I had were for online share trading and not for a TFSA. SHe then phoned the call centre and was advised that the tfsa falls under the online share trading (would be nice if your staff knew your products) and was then advised that the tax certificates will only be available on Friday. FIRSTLY, why are these tax certificates not available when the tax season has already opened? SECONDLY, since your service consultant ignored the matter of my TFSA not being linked to my account with Standard bank even though it reflects on my internet banking can someone please advise if my TFSA exists and make sure it gets linked to my account as I was of the assumption it was since I opened it via my internet banking account. My TFSA account number according to internet banking and all the statements I have now printed from internet banking is ********** .</p>

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Replies (3)
Standard Bank
Standard Bank's reply06 Jul 2016, 13:22
Official

Good day Bettina

Thank you for your posting.

Please note that further details have been requested from you via email in order for us to address your concerns.

We await your response.

Best regards

Complaint Resolution Centre

***

********** (fax)

**********

Best regards,

Standard Bank
Standard Bank's reply07 Jul 2016, 07:42
Official

Good day Bettina

Thank you for your posting and allowing us an opportunity to investigate your complaint.

This matter will be allocated to a resolution specialist who will contact you to resolve your complaint.

Kind regards

Complaint Resolution Centre

***

********** (fax)

**********

Best regards,

BA
Bettina A's update12 Jul 2016, 11:10
Reviewer Update

Please note that I sent the required information (on the same day it was requested) and have since heard nothing from anyone at the bank. PLEASE ADVISE URGENTLY!!! I have just phoned the call centre to get my tax certificate (if they were able to find my account) and was told they are still not available (will be available this friday) after being promised they would be available last friday. Sounds like a case of tomorrow never comes, starting to think this friday will never come. DIdn't even get to the point of giving them my account number so have no idea if my TFSA account has been found as yet! Please get someone to phone me by the close of business today!!!!!