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Pamela Baumgart De Beer

1 reviews | Active since Nov 2017

20 Nov 2019, 11:55

********** Clientele funeral policy ***

I received a sms about a clientele funeral policy that would commence on the 25th Nov 2019, at first I ignored the sms as i knew i didnt join anything with clientele until i got a pop up on my phone asking me to confirm a new debit order with clientele, I called clientele to verify this policy and to my surprise i indeed have a policy with them that was written up on the 9th Nov 2019, I have never joined clientele or even spoken to a clientele broker, Im more concerned by how they even got my banking details and how a debit order was loaded without my consent, Clientele advised me that despite my query they will still debit my account while the investigation is running, this is ***** at the highest degree,

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Replies (3)
Clientele Life
Clientele Life's reply20 Nov 2019, 11:59
Official
Dear Pamela B
 
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 you further with the matter.
 
Yours sincerely,
 
Lindiwe Mabizela

Service Support Specialist   
PBDB
Pamela Baumgart De Beer's update22 Nov 2019, 15:31
Reviewer Update
good day, thank you for your response, I received the signed document from clientele where my signature was forged, but the document does not state the person/rep that forged the policy, im concerned how this person got all my personal and confidential information from, also clientele has debited my account regardless of my complaint that i did not join clientel or authorise them to debit my account.
Clientele Life
Clientele Life's reply10 Dec 2019, 12:46
Official
 Dear Pamela B  
By now you have been contacted by our compliance investigator (Benita Steyn) who has confirmed the reason for the debit order.  We have further provided you with a written response confirming the outcome of the investigation and solutions moving forward.  We would like to take this opportunity to apologise for any inconvenience caused in this regard and trust you find the above in order, however, should you wish to contact us please do not hesitate to do so.  Yours sincerely,  Compliance Team