NB
Naomi B

1 reviews | Active since Jul 2014

06 May 2019, 10:07

Lack of Communication and feedback from DFC

I am not satisfied with the level of service I have been getting from Discovery Financial Consultants.

The level of feedback or service I have been getting from Discovery Financial Consultants is not inline with the service I expected from Discovery. Firstly during Christi's visit in my house cant remember whether late last year or early this year, I’ve asked about excess funder account even today no communication was received regarding that. Secondly on the 16th of February 2019 I’ve requested a ROT in relation to my benefit transfer as SARS is been waiting for the documents since in February 2019. Ive immediately communicated with Christi Van Eeden on the 16th February 2019. She advised that Discovery has a bag log of documents to attend to but she will keep me posted. Even today no response. In March 2019 I made a follow up and she said they are busy with it now we are in May 2019 and no feedback. On the 15th April 2019 I’ve submitted my withdrawals forms (Investment) and last week Friday after sending an email, Yvette Colligon called to say Discovery have been trying to get hold of me to verify my banking details? No one from Discovery called me or received any email regarding that. Confirmation of my banking details was forwarded to them on the 15th April 2019 too and I am wondering why should anyone called to verify such information while I have submitted that information. I cursed the day I moved all my finances to Discovery or having a Financial Adviser from Discovery. The service I have been getting is not inline with the expectations I supposed to receive as a client, also when Christi and Yorick wanted me to move my funds to discovery, they were in my case on a daily basis. I never received such with Allan Gray. I am worried with my funeral plan, my house insurance and my car insurance should something happen that means I will be experiencing the same issue without receiving proper feedback. Last week Friday the 03rd May 2019 Yvette called after my email to say the money will be released with 24hours. Given the weekend I didn’t bother to follow up. But even now no success.

What is the use of having a Financial Advisor if they cannot assist when you need them.

Kind regards Naomi Bhuda

0
Replies (1)
Discovery Invest
Discovery Invest's reply07 May 2019, 13:41
Official
Good day Naomi,
 
 Thank you for bringing this matter to our attention. As your complaint pertains to confidential information about your policy and the broker you assisted you, we will contact you on the details provided.
 
 Kind regards,
 Discovery Invest