1 reviews | Active since Oct 2017
disappointed
Hi Name Maphuti Rahab Nong.On behalf of my late husband MZ Nong.I would like to lay complaint regarding momentum company. On January 2018 I have called my financial advisor to claim an investment. On January 2018 I have called my financial advisor to claim an investment policy for MZ Nong.He send me the Email address: Wealth services momentum.co.za to send requirements document via Fnb on the 19th 01 2018.since that time I have never got response. He was also holding another investment with Glacier, Email: Client. ********** Refence Make I Nong( ********** )web.www.glacier. co.za Client services Sadika Kamalie and I have sent documents via Sanlam Mokopane on 26 01 2018 even now no respond pls helpe me to get my late husband's investment to both parties.
Thank you for bringing your concerns to our attention. The matter will be refer to management for assistance.
Kind regards
Natasha
Thank you for bringing your concerns to our attention. The matter will be refer to management for assistance.
Kind regards
Natasha
I called you earlier this morning however you were not available to take my call.
Momentum is not in a position to continue with the claim unless you provide us with the documentation to confirm the passing of your late husband.
In order to continue with the assessment of the claim we require the following documentation.
Death certificate ,
Copy of the deceased identity document,
Letter of executorship and power of attorney(if applicable)
Certified copy of the executor(s) identity document
Proof of estate late banking details(bank statement not older than 3 months)
Written and signed instructions by the executor(s) for the transfer/payment of the investment;
A new application form for the beneficiary, should the investment continue with Momentum Wealth as decided by the executor;
Executors proof of residence (utility bill or lease agreement) not older than 3 months.
If there is a Power of Attorney appointed, we also require the following in addition to the above mentioned documents:
Certified ID copy of the appointed agent;
The agents utility bill not older than 3 months;
Please note that we can only make payment into the Estate Late bank account or transfer into another new or existing Flexible Investment Option as decided by the nominated Executor.
The above information was already made available to your financial planner at FNB.
Kind regards
Natasha
I called you earlier this morning however you were not available to take my call.
Momentum is not in a position to continue with the claim unless you provide us with the documentation to confirm the passing of your late husband.
In order to continue with the assessment of the claim we require the following documentation.
Death certificate ,
Copy of the deceased identity document,
Letter of executorship and power of attorney(if applicable)
Certified copy of the executor(s) identity document
Proof of estate late banking details(bank statement not older than 3 months)
Written and signed instructions by the executor(s) for the transfer/payment of the investment;
A new application form for the beneficiary, should the investment continue with Momentum Wealth as decided by the executor;
Executors proof of residence (utility bill or lease agreement) not older than 3 months.
If there is a Power of Attorney appointed, we also require the following in addition to the above mentioned documents:
Certified ID copy of the appointed agent;
The agents utility bill not older than 3 months;
Please note that we can only make payment into the Estate Late bank account or transfer into another new or existing Flexible Investment Option as decided by the nominated Executor.
The above information was already made available to your financial planner at FNB.
Kind regards
Natasha