RD
Reece D

1 reviews | Active since Mar 2022

28 Mar 2022, 09:08

Clientele Wealth Plan

Do not Apply for their Wealth Policy. When you decide to cancel they advise it's cannot be cancelled but made paid up. And for some damn reason still deduct money from your account because it falls outside their debit run date. They will be eating your money that you invested for the duration as they refuse to return the funds. Useless, would not recommend it. As if you have any financial issues and need to surrender you cannot get any of the paid in funds back. Consultant stated I called on the 19 yet I have phone call record showing I called on the 10th. A whole 17days prior to the debit date.

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Replies (2)
Clientele Life
Clientele Life's reply13 Apr 2022, 11:10
Official
Dear Reece D 
We confirm receipt of the concerns raised.
      Your query has been escalated to the relevant department for investigation and we will be in contact to assist.
      
Yours sincerely, 
Shanitha Hanuman 
Service Support Supervisor 
Clientele Life  
Clientele Life
Clientele Life's reply14 Apr 2022, 12:16
Official
Dear Reece D, 

Please note that the complaint lodged was received and the contents noted regarding the concerns raised on your Clientele Wealth Plan. 

We confirm that we made contact with you on the 29th of March 2022  to provide feedback regarding the concerns raised and a refund of the last premium deducted was paid on the 31st of March 2022. We trust you find this in order, however, should you require any further assistance please feel free to contact us again.  
Yours sincerely,  Lindiwe Mabizela Service Recovery Specialist 
Clientele Life