1 reviews | Active since Mar 2012
Desperately need my refund
I’m at my wits end in desperation for my money to be refunded by Old Mutual. I’m exhausted and believe have exhausted my efforts. Beginning of May consulted with Shannon Vilakazi for advice on invest options. Second occasion when I met him, he advised on the Tax free fund, after creating the portfolio and transferring the funds . I followed up with him to check on welcome packs as two weeks passed without any correspondence from him or Old Mutual. He only then told me, he advised me INCORRECTLY and the fund he recommended does not suit the scope I was looking for. Gave me two options one of them was a refund with my proof of banking details to be provided, which I provided. I’ve been the one doing all follow ups with no correspondence from him. He is rude and unprofessional I had to to go to the branch because he’s blatantly ignoring all my emails . As the query has been dragging for a month plus,on the 24/06/24 I went to the Clearwater branch spoke to Branch manager who was attentive and very helpful and advised Shannon does not report to him. He will escalate to his line manager Nosihle Tshangana,Shannon’s line manager. She never called or left any voicemails for me to return her calls. When at the branch Shannon saw me but could not come to offer an apology personally or even an explanation for the delay. Followed up again a week later 01/07/24 Nosihle called then came back with feedback that refund in progress “someone” will do the refund. Explanation was not adequate i queried further she never responded. Today is 05/07/24 still no feedback from Shannon or Nosihle and no refund back to my account. EFT was done 24/05/24 till now 05/07/24 , no refund does this make any sense? I want my money back, clearly where the money is it’s earning interest for Old Mutual and not in my favour.
We acknowledge receipt of your review and extend our sincere apologies for the service experience you encountered. We are committed to investigating this matter thoroughly and will make direct contact with you should further information be required.
Regards
Bilqees Carelse
Old Mutual Complaints Management
Best regards,
We acknowledge receipt of your review and extend our sincere apologies for the service experience you encountered. We are committed to investigating this matter thoroughly and will make direct contact with you should further information be required.
Regards
Bilqees Carelse
Old Mutual Complaints Management
Best regards,
