1 reviews | Active since Aug 2021
Wealth plan
I signed up for the Clientele Wealth Plan in April 2021 and started the same month with my first premium. I was advised by the agent 95% of my montly premium would be invested and that I will receive a monthly statrement. Only to find out this is not the case. I have raised a complaint after having 4 premiums deducted and was called back last week by a compliance agent called Benita. I was advised the agent provided me with incorrect information on point of sale and that all premiums will be paid back to me within 5-7 working days, which in total is R1200.00. To my dismay , I received a meager R120.00 today in my bank account. Clientele has misled me from the start and not keeping to their promise. I am intending to take this matter to the ombudsman if this matter is not attended to speedily.
We confirm receipt of the concerns raised.
Your query has been escalated to the relevant department for investigation.
Yours sincerely,
Shanitha Hanuman
Service Support Supervisor
Clientele Life
We confirm receipt of the concerns raised.
Your query has been escalated to the relevant department for investigation.
Yours sincerely,
Shanitha Hanuman
Service Support Supervisor
Clientele Life
Thank you for raising your concerns and bringing this matter to our attention. We confirm that our Market Conduct has investigated the contents of your complaint and Benita Steyn has been in contact with you to provide the necessary feedback.
Due to an oversight identified we found that the incorrect refund amount was captured.
We assure you this is not the level of service we aim to provide our clients and corrective measures will be taken, as discussed the adjusted refund amount should reflect in your account by end of the business day. Should you require further assistance please feel free to contact us again. Kind Regards,
Market Conduct Team
Thank you for raising your concerns and bringing this matter to our attention. We confirm that our Market Conduct has investigated the contents of your complaint and Benita Steyn has been in contact with you to provide the necessary feedback.
Due to an oversight identified we found that the incorrect refund amount was captured.
We assure you this is not the level of service we aim to provide our clients and corrective measures will be taken, as discussed the adjusted refund amount should reflect in your account by end of the business day. Should you require further assistance please feel free to contact us again. Kind Regards,
Market Conduct Team