SM
Soza M

1 reviews | Active since Aug 2020

14 Oct 2024, 20:38

Figures not corresponding from same company

I spoke to Amahle as it is time to renew my annuity. He provided me with wrong figures and when I queried this, he promised to investigate and phone me back to no avail.

0
Replies (2)
Allan Gray
Allan Gray's reply15 Oct 2024, 17:09
Official
Good day Soza M
 
Thank you for taking my call and allowing me to address your concerns.
 
I want to apologise for your recent experience following your call to our Retail Client Service Centre. 
 
I trust our conversation and the email I sent, has provided you with clarity surrounding the tax implications on your investment. 
 
Should you require further information, please contact me through the following details: ***and ***. 
 
Yours sincerely
 
Taryn Lechet | Client Relationship Manager
SM
Soza M's update25 Oct 2024, 18:57
Reviewer Update
Good day Taryn

I have had a lengthy discussion with you, Gabriel and Radya. You overrode my query with an intention to ***** from you. You taxed me for the R200k accordingly to the estimate provided and over taxed me for the R33k. When I requested to speak to Faizil the head you promised he will return my call and I was time speaking to consultants. The solution is for you to withdraw my investment with you and keep on *****ing from other clients you still have.