Is the PSG Wealth administration platform busy falling over?
<p> </p> <p>Been an ex-Equinox client - never had any problems using their platform. Since PSG transferred our accounts to their 'new' secure (!!) platform numerous problems occur and re-occur e.g.:</p> <p>1. Cannot execute investment instructions online - had to phone and e-mail to get it done (April)</p> <p>2. Investment instructions issued 10 days ago (31 May) still awaiting authorization from someone by 10th of June</p> <p>3. Tax certificates for 2016, ready for download as communicated by PSG to clients on 4 June, seems to be wrong. On enquiry got told that there are problems with the tax certificates and they will be re-run this weekend. Just wasting everybody's time!!</p> <p>Rose Oliphant in Client Services does her best to keep calm under obvious stress but this seems to be an ongoing platform, process AND management problem.</p> <p>Will investigate alternate platforms - the risk is just too big.</p> <p>AJ Kruger</p>
Thank you for taking the time to get in touch.
We apologise for the frustration you are experiencing. We are in the process of investigating, and one of our consultants will contact you today to address your concerns.
Regards
Cindy Tshabalala
Head of Client Service
Thank you for taking the time to get in touch.
We apologise for the frustration you are experiencing. We are in the process of investigating, and one of our consultants will contact you today to address your concerns.
Regards
Cindy Tshabalala
Head of Client Service
