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)'s replyOfficial
10 Dec 2015, 13:48Hello 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
Thank you for bringing this to our attention.
The matter will be investigated and feedback will be provided to you soon.
Kind regards
Natasha
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
Thank you for bringing this to our attention.
The matter will be investigated and feedback will be provided to you soon.
Kind regards
Natasha
