1 reviews | Active since Jul 2009
NO FEEDDBACK AND GIVE CLIENT ATTITUDE
I have been dealeing with Rene regarding my account with Discovery and the money that must been transfer. it feels more to me like I am in hell, I have to call and find out if documents is have been send to momentum and follow up with everything else . when discuss with Rene why she does not follow up with discover investment this was her respond to via email : <br> Dear Mahalia<br> <br> Firstly, a Section 14 transfer is a very lengthy process, with a TAT of up to 180 days.<br> I am not in the transfers area and am unable to provide feedback nor updates. You should please email [Email Removed] for feedback.<br> <br> I'm sure Michelle is in the same boat - she does not deal with Section 14 transfers, so is unable to update you. Michelle perhaps you can give Mahalia the contact details of the Section 14 transfers area so that she can follow up.<br> <br> Regards<br> Ren?<br>
Thank you for your comment.
Again, I reiterate that the service you are requesting is that of your Financial Advisor. I have repeatedly suggested that you ask your advisor to assist you with this process, however you have refused to do so.
Discovery Invest has processes in place for transfers, and I have provided you with all the correct channels to follow should you wish to continue with the administration of your transfer yourself.
Regards
Rene
Thank you for your comment.
Again, I reiterate that the service you are requesting is that of your Financial Advisor. I have repeatedly suggested that you ask your advisor to assist you with this process, however you have refused to do so.
Discovery Invest has processes in place for transfers, and I have provided you with all the correct channels to follow should you wish to continue with the administration of your transfer yourself.
Regards
Rene