RC
Rose C
1 reviews | Active since Jan 2017
19 Jan 2021, 15:37
IFA fee cancellation
I took out an Investment policy and they added IFA fee R100 without explaining what this was. I have since found out what this is and sent an email to cancel. Unfortunately they won`t cancel without an official letter which I find ridiculous because when signed up it was simply a phone call which gave them authority to debit my bank account. Now that am asking them to stop debiting my account for the R100 IFA fee they require a letter to explain why. This is double standards. It is my money and am simply asking them to stop the debit order of R100.
Helpful (0)
Replies (2)0
Replies (2)Clientele Life's replyOfficial
20 Jan 2021, 08:25Dear Rose C,
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,
Siphesihle Rodolo
Service Support Specialist
Clientele Life
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,
Siphesihle Rodolo
Service Support Specialist
Clientele Life
Best regards,
Clientele Life's reply20 Jan 2021, 08:25
Official
Dear Rose C,
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,
Siphesihle Rodolo
Service Support Specialist
Clientele Life
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,
Siphesihle Rodolo
Service Support Specialist
Clientele Life
Best regards,
Clientele Life's replyOfficial
25 Jan 2021, 12:49Dear Rose C,
Thank you for raising your concerns with us.
We confirm that we made contact with you to provide feedback regarding the concerns raised.
We have since communicated that the IFA Subscription fee was added in 2002 when you app**** for the Classic Saver Endowment Plan, it was not cancelled when the policy was cancelled and continued with the Wealth Plan.
Furthermore we have confirmed that the subscription fee was cancelled on the 21st of January 2021 as per your request and the cancellation process was explained.
We would like to apologise for any inconvenience you may have experienced.
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
Thank you for raising your concerns with us.
We confirm that we made contact with you to provide feedback regarding the concerns raised.
We have since communicated that the IFA Subscription fee was added in 2002 when you app**** for the Classic Saver Endowment Plan, it was not cancelled when the policy was cancelled and continued with the Wealth Plan.
Furthermore we have confirmed that the subscription fee was cancelled on the 21st of January 2021 as per your request and the cancellation process was explained.
We would like to apologise for any inconvenience you may have experienced.
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
Best regards,
Clientele Life's reply25 Jan 2021, 12:49
Official
Dear Rose C,
Thank you for raising your concerns with us.
We confirm that we made contact with you to provide feedback regarding the concerns raised.
We have since communicated that the IFA Subscription fee was added in 2002 when you app**** for the Classic Saver Endowment Plan, it was not cancelled when the policy was cancelled and continued with the Wealth Plan.
Furthermore we have confirmed that the subscription fee was cancelled on the 21st of January 2021 as per your request and the cancellation process was explained.
We would like to apologise for any inconvenience you may have experienced.
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
Thank you for raising your concerns with us.
We confirm that we made contact with you to provide feedback regarding the concerns raised.
We have since communicated that the IFA Subscription fee was added in 2002 when you app**** for the Classic Saver Endowment Plan, it was not cancelled when the policy was cancelled and continued with the Wealth Plan.
Furthermore we have confirmed that the subscription fee was cancelled on the 21st of January 2021 as per your request and the cancellation process was explained.
We would like to apologise for any inconvenience you may have experienced.
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
Best regards,
