1 reviews | Active since Jul 2016
RA not transfered 6 motnhs later
about 8 months ago I was approached by a financial advisor from old mutual call Roberto Giovanni Lon. he was looking for business and I was looking to change my retirement annuity from Discovery. so I started the process and with him, filled all the forms and was told that it would take about 6 months for the process to complete. this was in April this year. today I decided to find out what is going on with that transfer from discovery which was in the region of R20000. so I called old mutual as the advisor as since left the company. firstly, nobody at old mutual even knew anything about the transfer of funds so they told me to call discovery after a 30 minute call. I called discovery and they were very helpful but told me that the process to transfer those funds was not completed 6 months ago and now I must do everything all over again. I then proceeded to call the advisor that assisted me initially and he gave me a contact at Clearwater old mutual, Erna Ferris (not sure about the spelling.) this lady listened to me and said that there is nothing she can do but start the whole process again which I thought was fine but all I said was could she make this process start quick as I have already wasted 6 months. she then told me I have an attitude and slammed the phone down. my predicament is now what do I do to get this sorted since old mutual wont help me?
Please assist???
