1 reviews | Active since Jun 2021
Extremely Disappointed
I am extremely disappointed in the underwriting criteria of the Legacy Protection Plan. I declared that I was more than three years back on treatment for a medical condition but that I have changed my life style and was cured from the condition. My doctor stopped all medication more than three years back. I am no longer suffering from the condition that I was treated for. Capital Legacy decided that they still want me to pay full premium for the protection plan but they will still penalise me and only give me the benefit of their lite plan. I do not feel that they are treating me as a customer fairly us I am not currently suffering from any medical condition. Needles to say that I have requested my broker to cancel both policies for me and my wife as well as our will with them. We will rather move to another company that is prepared to treat as fairly and who is rather rewarding us for our life style changes than penalizing us like Capital Legacy.
I hope you're doing well, thank you for bringing this to my attention.
Please accept my sincerest apologies for frustration caused, we tried giving you a call yesterday, although we will keep trying on our side.
Should there be a specific time that would suit you best, please do let me know.
Have a lovely day!
Natasha Thysse
National Manager - Customer Care
I hope you're doing well, thank you for bringing this to my attention.
Please accept my sincerest apologies for frustration caused, we tried giving you a call yesterday, although we will keep trying on our side.
Should there be a specific time that would suit you best, please do let me know.
Have a lovely day!
Natasha Thysse
National Manager - Customer Care
I can confirm that I have also escalated the matter to my financial advisor Dwayne van Schalkwyk to assist. He help in contacting Rupert Fourie from Capital Legacy and to have the issue resolved with in 24 hours. I have also received a call from Justin Grobler from Capital Legacy today confirming the the policy was rectified and who assisted with a detailed explanation of my policy.
Thank you to Dwayne van Schalkwyk, Rupert Fourie and Justin Grobler for your professional assistance in this regard.
Morne
I can confirm that I have also escalated the matter to my financial advisor Dwayne van Schalkwyk to assist. He help in contacting Rupert Fourie from Capital Legacy and to have the issue resolved with in 24 hours. I have also received a call from Justin Grobler from Capital Legacy today confirming the the policy was rectified and who assisted with a detailed explanation of my policy.
Thank you to Dwayne van Schalkwyk, Rupert Fourie and Justin Grobler for your professional assistance in this regard.
Morne