1 reviews | Active since Jun 2018
slow transfer of funds
I am trying for two months to get my TFSA transferred from Momentum to another company.
After filling in the required forms and resending my FICA docs, Im still waiting. The broker keeps on waiting for head office for feedback. They sent a withdrawal statement and then a transfer certificate, now there is a mistake on the transfer certificate and my funds are still not transferred. This is very frustrating.
I called the Momentum Wealth call centre yesterday and spoke to Lebo, you said she can she on her system that they are working on it and she will ask the consultant to get it out.
How much longer must i wait????
Thank you for taking the time to inform us of your concerns.
The noted funds were transferred on 22 May 2018, and your financial adviser was informed at the time. In addition, we have now also provided you with proof of this transfer. Furthermore, the transfer document has been amended and the revised document provided to you and your financial adviser.
I am truly sorry for the delay in finalising your request.
Kind regards
CK
Thank you for taking the time to inform us of your concerns.
The noted funds were transferred on 22 May 2018, and your financial adviser was informed at the time. In addition, we have now also provided you with proof of this transfer. Furthermore, the transfer document has been amended and the revised document provided to you and your financial adviser.
I am truly sorry for the delay in finalising your request.
Kind regards
CK