1 reviews | Active since Mar 2017
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
