JF
Jackie F
1 reviews | Active since Jul 2017
01 Jun 2021, 08:36
Disappointing service- no service
We took out a second bond on our home. We decided to take out insurance with momentum to cover the balance of the house should we die. It has been more than 5 weeks now they still haven’t sent the documents to Mills and Groenewald attorneys. We needed the money for the balance on a car that we put a deposit on and thanx to Momentum lost R30 000 . And yet no documents sent to attorneys so we still have to wait and wait and wait for our money. If it takes this long to send a email how long will it take to do a claim if one of us dies. Seriously disappointed.
Helpful (0)
Replies (5)0
Replies (5)
Momentum (SA)'s replyOfficial
01 Jun 2021, 12:09Your posting has been noted.
On investigation I found that the Myriad policy was issued by Momentum on 24 April 2021 and the policy contract document e-mailed to the policyholder on 25 April 2021.
Momentum did not receive an instruction to e-mail any documentation to Mills and Groenewald attorneys. We would suggest that you follow-up with your financial adviser.
Kind regards
CK
On investigation I found that the Myriad policy was issued by Momentum on 24 April 2021 and the policy contract document e-mailed to the policyholder on 25 April 2021.
Momentum did not receive an instruction to e-mail any documentation to Mills and Groenewald attorneys. We would suggest that you follow-up with your financial adviser.
Kind regards
CK
Momentum (SA)'s reply01 Jun 2021, 12:09
Official
Your posting has been noted.
On investigation I found that the Myriad policy was issued by Momentum on 24 April 2021 and the policy contract document e-mailed to the policyholder on 25 April 2021.
Momentum did not receive an instruction to e-mail any documentation to Mills and Groenewald attorneys. We would suggest that you follow-up with your financial adviser.
Kind regards
CK
On investigation I found that the Myriad policy was issued by Momentum on 24 April 2021 and the policy contract document e-mailed to the policyholder on 25 April 2021.
Momentum did not receive an instruction to e-mail any documentation to Mills and Groenewald attorneys. We would suggest that you follow-up with your financial adviser.
Kind regards
CK
JF
Jackie F's updateReviewer Update
01 Jun 2021, 12:36Financial advisor knows about this and is doing nothing
JF
Jackie F's update01 Jun 2021, 12:36
Reviewer Update
Financial advisor knows about this and is doing nothing
Momentum (SA)'s replyOfficial
01 Jun 2021, 14:42Regretfully we are unable to assist you with regards to any actions or lack thereof on the part of your independent financial adviser. I would suggest that you lodge a formal enquiry into the conduct of your financial adviser with the company he represents.
Kind regards
CK
Kind regards
CK
Momentum (SA)'s reply01 Jun 2021, 14:42
Official
Regretfully we are unable to assist you with regards to any actions or lack thereof on the part of your independent financial adviser. I would suggest that you lodge a formal enquiry into the conduct of your financial adviser with the company he represents.
Kind regards
CK
Kind regards
CK
JF
Jackie F's updateReviewer Update
07 Jun 2021, 11:14Spoke to broker he says problem with Momentum not sending him the documents that he has requested numerous times
JF
Jackie F's update07 Jun 2021, 11:14
Reviewer Update
Spoke to broker he says problem with Momentum not sending him the documents that he has requested numerous times
Momentum (SA)'s replyOfficial
07 Jun 2021, 13:13Kindly note that incomplete documentation were only forwarded to Momentum by your financial adviser on 1 June 2021, after you logged this complaint on HelloPeter. Confirmation of the outstanding requirements pertaining to information not completed on the form was e-mailed to your financial adviser on 3 June 2021 and to date we have not yet received these outstanding requirements. I will follow up with your financial adviser and include you in the e-mail correspondence.
Kind regards
CK
Kind regards
CK
Momentum (SA)'s reply07 Jun 2021, 13:13
Official
Kindly note that incomplete documentation were only forwarded to Momentum by your financial adviser on 1 June 2021, after you logged this complaint on HelloPeter. Confirmation of the outstanding requirements pertaining to information not completed on the form was e-mailed to your financial adviser on 3 June 2021 and to date we have not yet received these outstanding requirements. I will follow up with your financial adviser and include you in the e-mail correspondence.
Kind regards
CK
Kind regards
CK