LM
Lynette M

1 reviews | Active since Jan 2022

24 Apr 2023, 14:46

When a customer chan...

When a customer changes it's banking details, please phone the customer before sending Mandates.. It took me now 1 min to resolve this issue by simply phoning your office to approve the mandate

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Replies (1)
Platinum Life
Platinum Life's reply24 Apr 2023, 15:04
Official
Dear Lynette, 

Thank you for your review and I apologize for any inconvenience caused 

When updated bank details are received via email, a mandate will be sent out from our team on the same day, to ensure that a up to date mandate is on system. In the email, the consultant will advise when this will be done. If there is a problem, a follow up SMS will be sent. 

 Thank you for reaching out to our team and allowing them to assist with this confirmation 

Kind Regards

Simone Venter
Client Relationship Specialist & Client Care Supervisor

Best regards,