PK
Pieter K

1 reviews | Active since Aug 2021

03 Nov 2021, 18:11

Delay in transferring PSG Tax free investment

On 30 Sep 2021 I sent through instruction to PSG Wealth to transfer all my tax free investments to Allan Gray. It's now 3Nov, and the money has not yet been transferred. Allan Gray has contacted PSG several times to determine what is causing the hold-up, and resent all relevant documentation to them, but the transfer is not forthcoming. Pathetic service.

0
Replies (3)
PSG Wealth
PSG Wealth's reply04 Nov 2021, 09:43
Official
Good day Pieter,

We apologise for the poor experience thus far. Your complaint has been raised internally and we have escalated it for a consultant to get in contact with you.

Kindly provide us with your policy number for the respective policy.

Regards,
PSG Wealth
PSG Wealth
PSG Wealth's reply05 Nov 2021, 08:55
Official
Hi Pieter

We have received the investment numbers and the investigation is underway.

Please expect feedback from us within the next 2 business days.

Apologies again for the delay.

Regards, 
PSG Wealth
PSG Wealth
PSG Wealth's reply08 Nov 2021, 09:51
Official
Good morning Pieter

We have been advised that one of our consultants have contacted you regarding this matter. We will send you confirmation as soon as the transfer has been finalised. 

Regards,
PSG Wealth