1 reviews | Active since Sept 2019
Do not take out a Tax Free Savings Account (TFSA)
The staff working at the branches require some urgent training. II took out a TFSA on 30 May 2018 and this is fixed over a 2 year period at the Walmer park branch I recently requested that this be transferred to investec and the consultant advised me that I can perform the transfer myself on their online banking. I told her that I did not want to close the TFSA as if I were to transfer the funds would mean that I am terminating the account. She very politely indicated that it is due on 30 May 2020. By me transferring the funds will terminate the TFSA. I do not want to lose the investment. Their staff do not know what a TFSA is or how it functions and neither is there anyone within the branch including the Manager
Feedback will be provided within five working days. I trust that this situation will be resolved to your satisfaction.
Kind regards
Capitec Bank
Feedback will be provided within five working days. I trust that this situation will be resolved to your satisfaction.
Kind regards
Capitec Bank
I confirm the matter has been dealt with.
Capitec Bank
I confirm the matter has been dealt with.
Capitec Bank
