TM
Terry M
1 reviews | Active since Aug 2018
11 Jun 2020, 12:18
Zero Communication
Currently unable to get any response from my advisor David Jamieson for over a week now. I asked for forms to withdraw on my policy and he said he would send them through. A week and 3 follow up emails later, I am still waiting.
Helpful (0)
Replies (3)0
Replies (3)
Discovery Invest's replyOfficial
11 Jun 2020, 14:04Good day Terry,
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
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
Discovery Invest's reply11 Jun 2020, 14:04
Official
Good day Terry,
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
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
TM
Terry M's updateReviewer Update
17 Jun 2020, 13:36Still sitting right where I started. They pretended to be on it but since posting, this has happened:
My advisor finally responded asking me to fill in the forms and return them which I did then went right back to ignoring me again
I called my advisor a week later to follow up after the call centre confirmed that the forms were not sent through. He said he would call me 10 minutes later - he has not.
My advisor finally responded asking me to fill in the forms and return them which I did then went right back to ignoring me again
I called my advisor a week later to follow up after the call centre confirmed that the forms were not sent through. He said he would call me 10 minutes later - he has not.
TM
Terry M's update17 Jun 2020, 13:36
Reviewer Update
Still sitting right where I started. They pretended to be on it but since posting, this has happened:
My advisor finally responded asking me to fill in the forms and return them which I did then went right back to ignoring me again
I called my advisor a week later to follow up after the call centre confirmed that the forms were not sent through. He said he would call me 10 minutes later - he has not.
My advisor finally responded asking me to fill in the forms and return them which I did then went right back to ignoring me again
I called my advisor a week later to follow up after the call centre confirmed that the forms were not sent through. He said he would call me 10 minutes later - he has not.
Discovery Invest's replyOfficial
17 Jun 2020, 14:24Good day Terry,
We are terribly sorry to hear of the negative experience you have had with your financial advisor .We will reach out to you directly to ensure the documentation is received and your instruction is actioned.
Kind Regards,
Discovery Invest
We are terribly sorry to hear of the negative experience you have had with your financial advisor .We will reach out to you directly to ensure the documentation is received and your instruction is actioned.
Kind Regards,
Discovery Invest
Discovery Invest's reply17 Jun 2020, 14:24
Official
Good day Terry,
We are terribly sorry to hear of the negative experience you have had with your financial advisor .We will reach out to you directly to ensure the documentation is received and your instruction is actioned.
Kind Regards,
Discovery Invest
We are terribly sorry to hear of the negative experience you have had with your financial advisor .We will reach out to you directly to ensure the documentation is received and your instruction is actioned.
Kind Regards,
Discovery Invest