Iii

Allots

II tell me that they have started the process of converting to clean funds a while ago, although none of the funds that I hold have been converted. Has anyone on the forum had any of their funds converted to 'clean class of units'?

Thanks

Sparky47

No, none of my funds have been converted yet.

Mat_P

nope not one
(perhaps a bit unlucky with ~ 18 odd)

organic_wanabe

None of mine either.

Has anyone received their Rebate Schedule for their July Rebate? I received the rebate but can't see the breakdown.

Allots

I received the rebate 4th July but not the rebate statement as yet.

gterr

Still haven't received a consolidated tax voucher from III for 2014/2015 tax year. Messaged them a few days ago and they said they hoped to produce this in the third quarter of 2015. Is this III being slow, or are tax vouchers normally so slow to appear?

joerugby

We received our 2014/15 tax certificates from HL on May 26.

We were able to complete and submit our tax returns immediately and Mrs Joe received a not insignificant tax rebate for last year on June 1.

Allots

gterr wrote: »

Still haven't received a consolidated tax voucher from III for 2014/2015 tax year. Messaged them a few days ago and they said they hoped to produce this in the third quarter of 2015. Is this III being slow, or are tax vouchers normally so slow to appear?

I've raised a complaint with II regarding the delay in providing the tax vouchers but was told by their Complaints Department that there is no set timeframe within the organisation for the Tax Vouchers to be made available. The anticipated date is the end of the third quarter. Again these are prepared manually, how pathetic.

I am keen to review the tax vouchers as it will be the only way to check whether equalisation payments have been credited correctly!

xylophone

Again these are prepared manually, how pathetic.

That old black quill pen has them in its spell........:rotfl:

Nocto

No consolidated tax voucher.:(

No rebate statement.:(

Only received final June dividend yesterday.:(


Still, the money I’ve saved has enabled me to purchase a years supply of vodka…:T

Hic!