1 reviews | Active since Mar 2009
Alan Gray a month later has not started the transfer process due to their multiple requests and back and forth
I am trying to transfer my pension and retirement annuity to Easy Equities. I started the process a month ago and Alan Gray fist asked for a selfie and some other information for verification after I signed the forms. I phoned the call centre and did the verification as I was not prepared to submit all that they require. Then they asked for an easy equities form which I submitted. They then said that is not the right form. Then I asked Easy equities to submit a form which they created and submittd to me for signature. That was submitted to Alan Gray. Now Alan Gray asks me to clarify the instruction. A month later and the process has not started whereas I placed the same request to their competitors and they are midway in the process of transfer,
Thank you for sharing your feedback. I attempted to contact you to discuss your concerns however, I was unable to reach you. Please provide me with a convenient date and time to reach you so that we may discuss the matter further.
Alternatively, you are welcome to contact me via our Client Service Centre.
Yours sincerely
Prajna Sentoo | Client Relationship Manager
Thank you for sharing your feedback. I attempted to contact you to discuss your concerns however, I was unable to reach you. Please provide me with a convenient date and time to reach you so that we may discuss the matter further.
Alternatively, you are welcome to contact me via our Client Service Centre.
Yours sincerely
Prajna Sentoo | Client Relationship Manager
