sL
sydney L

1 reviews | Active since Mar 2017

16 Apr 2022, 20:35

Investment

I bought a Tax Free Investment with Pls Mutual some time in 2018 online. I then came in the office at Wonderpark and was assured that indeed it is a tax free investment that I bought. I then increase the premium I was paying sometime last year and was again assured that indeed it is a tax free investment. Now I wanted to maximise the annual contribution this year by paying the deficit before the end of the tax year. I was surprised when old mutual told me I don’t have a tax free investment with them. On enquiry I was told the content of the online investment I took is not for tax free. I’m in disbelief that I couldn’t take offers of same investment from other institutions cause I know I already have with old mutual. What I can’t understand is them making their mistake to be mine - this I can’t take

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Replies (2)
sL
sydney L's update19 Apr 2022, 23:46
Reviewer Update
I haven’t been contacted as promised on Tuesday
sL
sydney L's update20 Apr 2022, 07:24
Reviewer Update
What you’re not addressing is the fact that twice I went into old mutual office and was assured that this is indeed a tax free investment hence I never took another tax free investment with other institutions - I got communique with old mutual in that regard