1 reviews | Active since Mar 2009
Question about RA (and terrible service)
Hi, after being put on hold for 15 minutes and then getting cut off, I'm now resorting to a hello peter complaint just to ask a simple question about my retirement annuity. I realised my financial adviser is taking 2,5% in fees every time I make a contribution so I would like to know if I can start a new retirement policy without a financial advisor (or if I must rather transfer my policy to Allan Gray or Sygnia as they do allow this).
I would like to thank you for bringing this matter to our attention. It is unfortunate that you have not had a favourable service experience and would like to apologise for that. The matter has been escalated to the relevant department for investigation and they will be in contact with you shortly to assist further.
Regards,
N D'Arch
I would like to thank you for bringing this matter to our attention. It is unfortunate that you have not had a favourable service experience and would like to apologise for that. The matter has been escalated to the relevant department for investigation and they will be in contact with you shortly to assist further.
Regards,
N D'Arch
Dear Mr da Silva,
Preshant Chetty from our call centre confirmed that he has phoned you to assist you with your query. Momentum requires a written instruction requesting to cancel the commission payments, signed by both yourself and your financial planner.
Preshant confirmed that you will discuss this with your adviser and provide Momentum with the necessary documentation.
We are thus unable to take this matter further at this point in time and await feedback from you.
Kind regards,
N D'Arch
Dear Mr da Silva,
Preshant Chetty from our call centre confirmed that he has phoned you to assist you with your query. Momentum requires a written instruction requesting to cancel the commission payments, signed by both yourself and your financial planner.
Preshant confirmed that you will discuss this with your adviser and provide Momentum with the necessary documentation.
We are thus unable to take this matter further at this point in time and await feedback from you.
Kind regards,
N D'Arch