1 reviews | Active since Oct 2012
Unacceptable
I have app**** in February 2018 to move my retirement annuity from momentum to sanlam but it still hasn't been done. It's been more than 9 months and I'm struggling to get my money moved.
We appreciate you raising your concerns with us. They are indeed very disappointing and we certainly letting you down. We will investigate and I can assure you that a manager will contact you.
Kind regards,
N D'Arch
We appreciate you raising your concerns with us. They are indeed very disappointing and we certainly letting you down. We will investigate and I can assure you that a manager will contact you.
Kind regards,
N D'Arch
Dear Ms Arendse,
Upon investigation, we determined that the request to transfer your policy to Sanlam was not submitted to Momentum in February, but was only submitted to our call centre by your financial planner on 17 September 2018. Due to a backlog, there was a delay experienced in issuing the form H.
We can confirm that the form H has been dispatched to Sanlam in the interim, We require Sanlam's principle office and trustee to sign the form and returned it to Momentum before we can disinvest the policy, apply for a tax directive and issue the form J.
Please accept our apology for the frustration that you experienced.
Kind regards,
N D'Arch
Dear Ms Arendse,
Upon investigation, we determined that the request to transfer your policy to Sanlam was not submitted to Momentum in February, but was only submitted to our call centre by your financial planner on 17 September 2018. Due to a backlog, there was a delay experienced in issuing the form H.
We can confirm that the form H has been dispatched to Sanlam in the interim, We require Sanlam's principle office and trustee to sign the form and returned it to Momentum before we can disinvest the policy, apply for a tax directive and issue the form J.
Please accept our apology for the frustration that you experienced.
Kind regards,
N D'Arch