MG
Martin G

1 reviews | Active since Nov 2020

08 Feb 2024, 06:18

Capital Legacy - Unprofessional, pathetic and incompotent649

It all started when I had my Will updated and the life policy that will support the payment of the Executor's fees re-instated. I contacted the Cape Town offices first, but they were completely clueless, so I contacted the Johannesburg. I have never been exposed to so many *********** employees at one Company. They sent a Courier to collect the new will, but I had to call a week later to confirm that they have received it. At first the Consultant said no, but after spending around 10 minutes discussing the arrangement made with another Consultant she confirmed that my Will has been received. The re-instatement of the Life policy is still not a reality although the Consultant promised that the debit order will will be instated from the 1st of February. If this is the way they manage my portfolio before my passing, what confidence do I have that they will successfully handle my estate?

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Replies (3)
Capital Legacy
Capital Legacy's reply08 Feb 2024, 12:01
Official
Good day Martin,

Thank you so much for bringing this to our attention, I am immensely sorry for the frustration caused. 

We will certainly look into this and provide you with feedback as soon as possible, will also be in contact with you shortly.
 
 Should you need any further assistance at all, please do let me know. 
 
Have a lovely day.

Lesego Mabaso
Senior Team Leader – Customer Care


 
 
MG
Martin G's update08 Feb 2024, 16:16
Reviewer Update
Thank you Angelique Koekemoer from Capital Legacy who contacted me today. She listened patiently to my concerns and all concerns were resolved satisfactorily. Thank you once again Angelique!
Capital Legacy
Capital Legacy's reply09 Feb 2024, 07:35
Official
Hi Martin,

Thank you so much for the lovely feedback, i will definitely share this with Angelique.

Have a lovely weekend.