1 reviews | Active since Mar 2009
RA and Unit Trust queries
Hi, this isn't a complaint but I just need 2 things please: 1: I've been struggling for a couple of weeks now to switch funds in my retirement annuity. I've emailed through the required letter and called your call centre, and after lots of back and forth, my RA is still sitting in the original unit trust. Please make the switch as follows: 78.95% - Allan Gray equity fund 21.05% - Momentum Income plus fund I'm unable to login to your website portal to use your Reg 28 calculator (it gives me an error saying my ID no isn't valid) so please can you adjust the percentages as needed for Reg 28 compliance as long as the maximum allowed percentage is in AG equity fund.
2: Your call centre has given me conflicting info regarding starting a new unit trust investment. Can I do this without paying broker commission or not? Using a broker is a deal breaker for me
Thank you for informing us of your concerns. We will provide you with e-mail feedback.
Kind regards
CK
Thank you for informing us of your concerns. We will provide you with e-mail feedback.
Kind regards
CK
I received confirmation that telephone feedback and assistance was provided.
Kind regards
CK
I received confirmation that telephone feedback and assistance was provided.
Kind regards
CK
