IM
Important M

1 reviews | Active since Feb 2020

19 Feb 2020, 12:37

Preservation Fund

Could I please have someone/anyone that works with preservation funds call me asap.

I have been waiting for feedback for 6 months already, no response, no contact made.

I have laid a complaint with the complaints department still no feedback since 6 months ago.

The process of setting up a preservation fund changes since I set this up. At the end of the day it is my money which I worked for so I would like it returned, any thought of investment which I had is null and void due to service delivery to us your clients.

0
Replies (2)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply20 Feb 2020, 09:28
Official
Dear Sherry,

At Alexander Forbes, our clients are important to us and I am sorry to learn that you’re dissatisfied with our service. Thank you for taking time to bring this to our attention.  
 
We hereby acknowledge receipt of your complaint and apologies for the inconvenience caused.
 
We will investigate your query and provide feedback with the contact details provided.        
 
Kind Regards,
IM
Important M's update04 Mar 2020, 11:18
Reviewer Update
Good Day

It seems like the assigned person to my case is MIA, I received a template from the assigned person. Why I say it is a template? They did not bother to change the dates on the email sent to me which makes me feel as if I am valuable as a client.

Customer Complaints Office | Tue, 25 Feb, 06:25 (8 days ago) | |


Dear Sherry,
Thank you for your patience regarding your complaint.
Further to the below. I have received confirmation that there is a section 14 transfer in progress on this Fund.
This means all members on this fund are in the process of being transferred over to a new Fund. No claims can be finalised whilst the section 14 is in progress. This process usually takes 6-9 months to get finalised.
I apologise for any inconvenience caused. I will provide you with an update again on the 6th of February 2020

Kind Regards

This is was sent on the 26th February and it displays I will receive feedback the 6th February?

Please call me with some or any feedback.

Regards,
Sherry-lee