Alexander Forbes Financial Services
Surplus Funds from Control Instruments

Business & Finance

I was contacted from a tracing agency regarding surplus from fund, Alexander Forbes then e-mailed documents to be completed. These I completed and returned to them personally. i was then advised that they could not pay the money into our One account (which is a account in my wife's name and to which I have full signing powers. I contacted Shebanu's direct manager and had to supply them with a letter from my bankers confirming that the account existed, this I did and they gave me an indemnity form to complete, which was completed on the24th of April and I requested that Shebanu give me an indication as to when the money will be paid out. To date I have had no feedback. When I phoned Shebanu today, she informed me that they cannot pay out to a third party even with an indemnity attached, contary to what I was told by her manager. So whose lying here. What really is a joke is that this is about R 1500 which will not break the bank either way. Trying to get to speak to more senior people via the switchboard is like looking for chicken teeth.


Company: Alexander Forbes Financial Services
Country: South Africa
City: Sandton head office
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