bB
bmngwenya B

1 reviews | Active since Sept 2014

01 Feb 2023, 06:42

De*****ed by capital legacy

I have lodge a complaint on the 15 January 2023 of ******** debits on my salary. I was called by Ms Pfunzo from cancelation department and she said everything has been canceled from t their side and she will send me a cancelation letter on the 19th till to date i have not received the letter and my salary has been debited for January. I did not join any policy your consultant Bethuel from vereeniging was promoting wills which i did not sign because i was not satisfied with the standard of the will, the was never an agreement of a policy, I demand that I be refunded of all the unauthorized debits that has occurred the plan that I wanted to take was suppose to be effective once I sign the will hance on the documents the was no commencement date everything was pending for my signature on the will, neither do I have any contract of the policy. I am being de*****ed by this company and will escalate the matter legally since the company is reluctant to resove this matter.

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Replies (3)
Capital Legacy
Capital Legacy's reply01 Feb 2023, 12:35
Official
Good morning  Bubbles,

I hope you are doing well.

My sincerest apologies for the inconvenience caused by your amendments not being done as per your request, as Michelle and Pfunzo discussed with you, your policy has been cancelled and a cancellation letter was sent to the email address provided.

The deduction   is for the Legacy Protection Plan and not the Will. 

Your Will and Legacy Protection Plan go hand in hand but are not dependent on each other. 

We will need the signed copy of your Will to make the administration process easier in the event of your death. The Legacy Protection Plan that you took out with us protects your beneficiaries against the Legal Fees involved with administrating your estate upon death. Your policy will pay out irrespective of us having the signed Will, on record or in safe custody. 

Should you need any further assistance, please do let me know.

Have a lovely day.

Natasha  Thysse 
National Manager-Customer Care and Complaints 





bB
bmngwenya B's update01 Feb 2023, 21:17
Reviewer Update
Good day Natash
I don't know how capital legacy conduct business the so called cancelation was done on the 19th but I still got debited on the 31st January when i check my pay slip, Ms Pfunzo informed me that it went through on the 23rd . I receive an email from Dewet Olivier stating that i wont be getting a refund? How so?

The information that I got from Bethuel is completely different from what i am now receiving. the handwriting on the commencement date it not mine the income that its written there it is incorrect and the handwriting is not mine it was not written in my presence. I have the copy that I made immediately after asking Bethuel to draft the will for me , he sold me lairs and fordge the information on the form he never explaine d that will and policy are two different things.
Lastly i have never received any contract with the company to show that I have agreed to the policy.
I need the matter to be escalated to ***** this behavior by agent who mislead innocent people for the sake of getting a commission.
Capital Legacy
Capital Legacy's reply13 Mar 2023, 11:06
Official
Hi Bubbles,

I hope you are doing well.

I have spoken to Michelle she advised that she has spoken to her and mentioned that the matter has been resolved.

For any further assistance, please do let me know.

Have a lovely day!