AT
Alexander T

1 reviews | Active since Feb 2011

08 Nov 2019, 10:04

Useless Discovery Financial Advisor!!!

In September 2018 a Discovery Financial Advisor came to see me to sell something to me, I was promised that if I move my Retirement Annuity from Sanlam to Discovery they would give me 15% extra of what I move. This sounded good and I proceeded to take out a Discovery Invest on the basis that I would cancel my Samlam and Move to Discovery, Up to now, a year Later nothing has happened and I still pay monthy for Dicovery and Sanlam. The Financial Advisor just does not reply to me now that he got his cut. Every time I phone him he just says it will happen, when??? Maybe after my Annuity have paid out!

Mr Roy Jacobs is the Financial Advisor if that helps.

I have sent numerous mails to him with just no reply!

0
Replies (3)
Discovery Invest
Discovery Invest's reply08 Nov 2019, 10:19
Official
Mr. Du Toit,
Thank you for bringing this matter to our attention. As your complaint pertains confidential information about your policy, we will contact you on the details provided.

Kind Regards
Discovery Invest.
AT
Alexander T's update19 Nov 2019, 14:47
Reviewer Update
Still no feedback yet?????
Discovery Invest
Discovery Invest's reply19 Nov 2019, 15:14
Official
Good day Mr Du Toit,
 We sincerely apologise that you have not been contacted. Your concerns have been raised to the attention of our Distribution Complaints office, who have advised that they will contact you tomorrow morning to further discuss your concerns. Kind regards, Discovery Invest