DH
Dawie H
1 reviews | Active since Jun 2016
06 Jan 2021, 08:41
FNB access to personal insurance portfolio
I have been called by a company called Okeef & Swart who sells funeral cover and apparently have been appointed by FNB as such. The lady that called me had access to my Momentum policy (or was aware of it). As a financial adviser myself, clients have to explicitly agree to disclosure of information to any licensed party and/or licensed third party in writing. I cannot recall that I have given FNB any such authority. Please contact me to provide proof of authorisation to my email.
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Replies (1)DH
Dawie H's updateReviewer Update
08 Jan 2021, 10:53It has been two days later from my review above and still no response from Firstrand? I bank with you. Remember that.
DH
Dawie H's update08 Jan 2021, 10:53
Reviewer Update
It has been two days later from my review above and still no response from Firstrand? I bank with you. Remember that.
