1 reviews | Active since Oct 2015
Not to our benefit
Good day,
My heart really bleeds when I think about how hard done by we were by Allan Gray. I decided my children, instead of myself, would rather be given priority as beneficiaries of their late grandmother. Little did I know I'm shooting myself in the foot. I was also discouraged from raising my hand even though I qualified. I didn't see that as a red flag because my children would benefit and that's all that mattered. I was told it is in the best interest of the children and that they will come first. Now that the Funds have been transferred to Fairheads, I regret and hate every minute. The consultant, knowing how it works when it comes to minors and considering how I was actually in charge of the finances, either had to let me know or rather leave me as a beneficiary. There was no way I would not take care of my children. Also, the Funds are way too little for this micromanagement we are subjected to. One twin has serious health issues and scoliosis which needs urgent attention. The consultant knew this, what was wrong with myself being a beneficiary so that funds are easily accessible for her. They also go to school, they eat and other things, how is giving that little money to a fund that doesn't even cover any of their monthly needs? I'm not happy at all, quite disappointed especially considering how I was open about our situation since the deceased passed.
Thank you for reaching out regarding your recent interactions with us.
As per our telephonic discussion yesterday afternoon, we are currently investigating the matter and we will provide feedback as soon as possible.
In the interim, should you have any further questions you may contact me on ***.
Yours sincerely Dian Kotze | Client Relationship Manager
Thank you for reaching out regarding your recent interactions with us.
As per our telephonic discussion yesterday afternoon, we are currently investigating the matter and we will provide feedback as soon as possible.
In the interim, should you have any further questions you may contact me on ***.
Yours sincerely Dian Kotze | Client Relationship Manager
Thank you for taking my call and giving me the opportunity to discuss the concerns you have raised. I trust that our telephonic conversation has provided you with clarity on how to proceed with your claim from the beneficiary fund. Should you have any further questions, you may contact us on ***. Your sincerely Dian Kotze | Client Relationship Manager
Thank you for taking my call and giving me the opportunity to discuss the concerns you have raised. I trust that our telephonic conversation has provided you with clarity on how to proceed with your claim from the beneficiary fund. Should you have any further questions, you may contact us on ***. Your sincerely Dian Kotze | Client Relationship Manager
