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Neville R

1 reviews | Active since Mar 2016

06 Apr 2024, 13:01

Unwanted New Customer

Based on the highly rated service that Investec have provided to friends of mine, I contacted one of your consultants to enquire what the requirements were to open an account with Investec as I was wanting to move from the Bank I had been with for many years. I mentioned to him that I was 70 but he was quick to add that age was not a criteria. After giving him my background and circumstances, he told me that I needed a minimum income of R 1 million a year as well as a nett asset value of R 30 million !!! Nowhere on the website is there any mention of this. He suggested that I try 1 of the retail banks who would be better suited to service my requirements. Is this how you deal with potential new customers ? This guy made absolutely no attempt to find out a bit more about my financial standing, he was clearly not wanting me as a customer, maybe my age was in fact the problem. I have spoken to my friends who are Investec clients and they are shocked and appalled with the attitude I received.

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Replies (1)
Investec
Investec's reply06 Apr 2024, 13:21
Official
We are sorry to hear about your experience with us Neville, this is not the type of service we pride ourselves on and would like to have this matter resolved as best as possible. I have a follow up done with our relevant team and they will be in contact with you regarding the application of your account. This has also been escalated this to our complaints team to investigate further.