MH
MATHILDA H

1 reviews | Active since May 2014

24 Jun 2024, 09:26

Poor service

Mr CJ Holt, Id *** passed away, since 14 June as per below mail, no feedback received Thank you for your email dated 14 June 2024. Kindly note we have sent the documents for processing. Please contact us on weekdays from 08:00 to 17:00 for further information. You can also visit us at www.momentum.co.za to update your details, view your contract information and find other useful tools to help you with your financial planning.

0
Replies (16)
Momentum (SA)
Momentum (SA)'s reply24 Jun 2024, 09:33
Official
Dear Ms. Henning,

Thank you for your posting. We have referred your posting to our Annuities department and requested that they contact you.

Regards,

ND
MH
MATHILDA H's update25 Jun 2024, 10:43
Reviewer Update
What about the portion of SE Holt?

Momentum (SA)
Momentum (SA)'s reply25 Jun 2024, 10:55
Official
Dear Matilda,

Thank you for your posting. I have referred the matter to the Annuities department and requested feedback.

Regards,

ND
MH
MATHILDA H's update26 Jun 2024, 12:30
Reviewer Update
Please supply us with a statement of the funds
MH
MATHILDA H's update28 Jun 2024, 11:24
Reviewer Update
Contacted annuities department, no feedback
Momentum (SA)
Momentum (SA)'s reply28 Jun 2024, 11:41
Official
Dear Matilda,

I have forwarded your posting to the Annuities department and asked if an agent can contact you.

Regards,

ND
Momentum (SA)
Momentum (SA)'s reply28 Jun 2024, 11:53
Official
Dear Mathilda ,

Heleen Meyer from our Annuities department confirmed that she tried to phone you on  *** , but the call was not answered. Please can I request that you phone the Annuities call center directly on ***for immediate assistance.

Regards,

ND
MH
MATHILDA H's update03 Jul 2024, 08:10
Reviewer Update
We received the balance of the investment.
We are still waiting for feedback on the amount to be paid the SE Holt, will this be paid into the estate late of JC Holt as SJ Piazza-Musso amount needs to be paid into her estate late account.

Momentum (SA)
Momentum (SA)'s reply03 Jul 2024, 08:43
Official
Dear Mathilda,

I have referred your query to our Annuities department and requested that they contact you to assist with the requested information.

Regards,

ND
MH
MATHILDA H's update17 Jul 2024, 14:12
Reviewer Update
All necessary documents were submitted on 8 July, still no feedback regarding the payment to the estate late bank account
Momentum (SA)
Momentum (SA)'s reply17 Jul 2024, 14:38
Official
Dear Mathilda,

Thank you for your posting. I have redirected your query to the Annuities department.

Regards,

ND
MH
MATHILDA H's update12 Aug 2024, 11:29
Reviewer Update
On 11 July we forwarded a mail requesting the following
Please supply us with a detailed statement from :November 2020 to date.
To date nothing received.
Momentum (SA)
Momentum (SA)'s reply12 Aug 2024, 11:47
Official
Dear Matilda,

Please contact the Annuities call center directly to request policy information. We cannot dispatch information via the Hellopeter platform, as the Annuities department must undertake verifications first before confidential information may be dispatched. You can contact he Annuities call center on the following details:

Phone: ***

Email: ***  

Regards,

ND
MH
MATHILDA H's update12 Aug 2024, 11:54
Reviewer Update
I did contact the annuities department without any success

Momentum (SA)
Momentum (SA)'s reply12 Aug 2024, 12:01
Official
Dear Mathilda,

I have referred your query to the Annuities call center and requested that they contact you.

Regards,

ND
Momentum (SA)
Momentum (SA)'s reply12 Aug 2024, 12:12
Official
Dear Mathilda,

You have requested a detailed statement from November 2020 until termination of teh policy. The Annuities team did respond to your email on 12 July 2024 and confirmed that they are unable to dispatch policy statements on a terminated policy. The email sent to you around 15h11 on 12 July 2024 also confirmed the last income paid to the deceased and provided information on the arrears funds that was divided between the beneficiaries.

Please can I ask that you retrieve the email sent to you on 12 July 2024. Regretfully the system is no longer able to accommodate your request for a statement as the policy is out of force.

Regards,

ND