***** at OPld Mutual

Sent: 11 August 2023 12:33 PM
To: ***
Subject: RE: ***6 - REF: [OMPPS***9]

 

Good day Robert

Thank you for the email.

I understand where you are coming from and I can understand the client frustration with regards to this matter. He of course relies on this money as it is what he needs for daily expenses.

I can assure you that we are taking this matter seriously. I even have the head of my department involved in this case and they are in contact with the ***** division as they look into this case.

The issue is the amount that is listed. Due to this amount the ***** department is making sure of the fact that there is a third party involved and that they need to make sure before they aprove any payment.

They are also contacting Nedbank to see if Nedbank has confirmed that this was *****ulant as well as then it would simply be a confirmation of having them move the funds over to Capitec for the client. That way the client will recieve the money and Nedbank can close the account that was opened by mistake for them.

I promise that as soon as I can give you a definitive answer for what is going on in this case, I will do so. My head of department is keeping me informed as I am your point of contact regarding this case and once he gets news I will be able to communicate that with you.

Please bear with us as we get this sorted. We are actively working on this for the best resolution and as soon as we have an answer we will let you know.

Should you have any further questions, please don't hesitate to reply to this e-mail or contact me.

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----- Original Message -----

From:

Robert Kieser [***]

To:

Cc:

Helena Steele [HSteel

Sent:

Friday, August 11, 2023 10:03AM

Subject: 

RE: ***6 - REF: [OMPPS***9]

Good morning Mu-Amr.

Thank you for the update on this case.

There has been a lot of emails passing around since Old Mutual made this
error with the payment.

Initially Old Mutual was committed to paying the client without delay as the
mistake was on their side _ but now this case has been dragging on for weeks
without any payment being made to the annuitant.
I am not satisfied with the outcome so far _ I feel Old Mutual should have
been much more pro-active and should have sorted the payment out within at
least 5 working days since it was reported.

Both me and the client have been running around for weeks now trying to get
Old Mutual and Nedbank to commit to a plan of action _ but it is not our
duty to sort his mess !

I need Old Mutual to give me a date with 3 working days on which Mr Benade
will receive his funds _ I insist on this - as I feel enough time has passed
for a _world class_? investment company to sort out such a minor mistake.

Please proceed.

Waar daar net _n spesifieke behoefte aangespreek is of waar die kliënt
eksplisiet geweier het om inligting te voorsien soos deur die adviseur
versoek, bevestig die adviseur dat hy die kliënt oor die volgende gewaarsku
het :

a. Daar mag beperkings wees op die advies gegee, en

b. Die kliënt moet met sorg op sy eie oorweeg of die advies gegee, gepas is
inaggenome die kliënt se finansiële doel, finansiële posisie en spesifieke
behoeftes en spesifiek enige aspekte van sulke objektiewe, situasie of
behoefte wat nie oorweeg is in die lig van omstandighede.  

Robert Kieser

Robert Kieser Brokers / Makelaars  

REGISTERED FINANCIAL PRACTITIONER _

FSP Nr: 14054

Tel nr: ***

Fax / Faks: ***

Cell / Sel: ***

Robert Kieser:  <mailto:***>
***

139 Mariana Avenue

Clubview East,

Centurion.

0014

Thank you.

After reporting this on Hellopeter, Coleen Aanhuyzen contacted me telephonically, asked for more details and fixed this issue within the day. Outstanding service. Thanks again Coleen.