ZR
Zach R

1 reviews | Active since Oct 2019

10 Aug 2021, 08:38

OLD MUTUAL MAX INVESTMENT SURRENDER REQUEST

I would like to share my frustration and unhappiness with the Old Mutual Max Investment Team regarding my surrender to may policy . On 26/07/2021 called at 10;54am to follow on my surrender policy spoke to the consultant by the name of who advised that the policy surrender has being acknowledged and been sent to SARS for a tax directive which will take max 7 days depending on SARS feedback , on the 04/08/2021 at 8h30 am I spoke to Zitho another consultant who advised that they received the tax directive on 30/07/2021 and she will escalate this to the manager to release the funds which and advised that the funds will be available on 08/08/2021 latest .Today at 8h05 am I called again and spoke to Funeka who advised that the funds are still with their accounts department not yet released , I asked Funeka to check that according to Zitho on the 04/08/2021 she requested that funds to be released through her manager and according to Funeka she can't find anything on the system and she will send the request to the escalations department . I asked Funeka if I can talk to the manager in charge of escalations she said they will give me feedback with 24 hrs and gave me a reference to follow up with 24 hrs . Please note we have commitments to be met based on the promises/agreement your consultants do . Can we get this resolved OLD MUTUAL. REF CCCPE ***4

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Replies (1)
ZR
Zach R's update10 Aug 2021, 13:51
Reviewer Update
It is now 13:50PM - what is your TAT to making contact with a unhappy client?
Where's the urgency?

Please have someone contact me before 14:30.