MV
Maryna V

1 reviews | Active since May 2015

28 May 2015, 12:36

Unable to tell me where my funds are invested!!

I need to know the detailed breakdown of where my Momentum Defender (philosophy) funds are being invested as I need to declare this to the company I work for to prove independence on contracts. Phoned the Call centre on 19/5/2015, spoke to Phomy Matseke who was only able to provide me with the fund fact sheet that did not contain the detail. She then requested I send an email to [Email Removed] I sent the email on the same day and received a response referring me to the MDS Online website, where I need to register. When requesting how I am supposed to register on 20/5/2015 I received a response that only Financial Advisors can register on this site to which I responded with another email requesting for someone to please provide me with the detailed breakdown of where my funds are invested.<br> <br> Received an answer 22/5/2015 telling me that the breakdown is on the fund fact sheet to which I rep**** that the detail does not appear on the fund fact sheet, only the broad split telling me that 9% is invested in equity, x% in debt etc. The response received 28/5/2015 was to phone the number on the fact sheet, there is no number on the fact sheet. Please can someone sort this out?

0
Replies (1)
Momentum (SA)
Momentum (SA)'s reply28 May 2015, 13:08
Official
Hello MARVER,

Please accept my apology for the frustration that this situation has created for you. This is not a true reflection of the level of service that we aim to give our valuable clients.

I can assure you that a manager will contact you shortly.

Kind regards,