LM
Lourens M

1 reviews | Active since Mar 2009

10 Dec 2015, 13:41

Switching Funds - What an issue????

What a massive issue it is with Momentum to get investment funds switched.???? Backwards and forwards with forms required and to be filled out & signed between me, the financial advisor and head office. It's been almost a week (since 6 Dec) and it is still not done? AND I have to pay momentum head office to do the switch because the FA does not have the authority the do this required switch. It took me less than 5 minutes online to do a similar switch with Discovery Investment. Come on Momentum, jack your online service up.

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Replies (1)
Momentum (SA)
Momentum (SA)'s reply10 Dec 2015, 13:48
Official
Hello piedpipe,

Thank you for bringing this to our attention.

The matter will be investigated and feedback will be provided to you soon.

Kind regards

Natasha