JC
Jacques C

1 reviews | Active since May 2009

05 Nov 2019, 13:01

PSG : Read a clients request please

Dear PSG, if a client ask for a very basic set of information, example, please give me your banking details as I want to move R100 000 from provider A to B (TFSA transfer), I am getting a reply of "what is a TFSA, with the rules".

I totally understand how a TFSA work firstly. Sadly to say, you are working with clients money to start off with. If a client wants to invest more (and know how it works and need information), the people who reply must really understand the "basic request"

My email reads "Good afternoon PSG,

I am planning to move my TFSA from FNB to PSG (its roughly R91 000). And I want to move the funds towards my existing TFSA with PSG (and buy more shares)

I need the following info from PSG’s side please"

And the reply "

Good day Jacques

Thank you for your email.

We only have a tax free investment plan available on linked investment platform and unfortunate not on our share trading platform.

Fund attached document for more information.

Feel free to contact me should you have any further questions.

Please take a minute to rate the service you have received from me by clicking on the following link: https://www.survey******.com/r/PSG-Wealth-Direct-CS-Survey.

Have a fantastic day.

Warm regards Lionel Puley

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What I was trying to say, I have a TFSA account, and want to move another TFSA into this TFSA (and give you details how I want allocation) ... As easy as that.

How difficult is it ?

0
Replies (2)
PSG Wealth
PSG Wealth's reply05 Nov 2019, 14:45
Official
Good afternoon Jacques,

We apologise for the poor experience and have sent your complaint to the department best suited to assist with the information and the TFSA transfer.

Regards,
PSG Wealth

Best regards,

PSG Wealth
PSG Wealth's reply05 Nov 2019, 16:42
Official
Hi Jacques,

We have been informed that you have spoken with one of our investment specialists who has provided you with the required documentation and is assisting with the transfer process.

Please let us know if there is anything else that we can assist you with.

Regards,
PSG Wealth

Best regards,