1 reviews | Active since Sept 2016

21 Sept 2016, 15:41

IFA Encashment

<p>My ref no. ********** 69 and has been since 1st June 2005 and it was an Investment Policy which was supposed to mature ten (10)years later, which was last year (2015) June. In February last year one of their (Clientele's) employees called to inform me my policy had matured and requested me to extend my period of maturity, which I agreed to do. A month later they sent me a new policy number with a new premium . It was then that I realized they were being dishonest and I called to cancel the new policy and started calling to try claim cash from my investment but I never got a positive response and never got any cash from them to date. Last year on the 01-04-2015 I got a call from Clientele's office from somebody by the name of Katlego who promised to help me do the claims if I gave him my Identity book's number and I gave it to him but never got my money up to now. Please help me!</p>

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Replies (2)
Clientele Life
Clientele Life's reply21 Sept 2016, 16:10
Official

Thank you for raising your concerns with us.

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,

Benita Steyn

Service Recovery Specialist

Best regards,

Clientele Life
Clientele Life's reply28 Sept 2016, 07:09
Official

At the outset we would like to apologise for the delay in your encashment process and thank you for bringing this matter to our attention.

An investigation was conducted regarding the concerns raised, with reference to a encashment request. We have confirmed that the last contact we has was on 09 March 2015, however, the encashment could not be finalised as the call was disconnected. Thereafter there were no other calls found requesting for the encashment.

As per our discussion you encashment has since been created and we have notified you of the documents we require to finalise the encashment.

Regarding the sales consultant that contacted you and confirmed that he will assist with the claim, this matter has been escalated to the Compliance department and they will be in contact with you shortly.

You have confirmed that you satisfied with the outcome and we would like to thank you for providing us the opportunity to resolve this matter.

We trust you this in order, however should you require any further assistance please do not hesitate to contact us again.

Yours sincerely,

Benita Steyn

Service Recovery Specialist

Best regards,