CB
Caylene B

1 reviews | Active since Aug 2015

10 Jun 2024, 13:05

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I had opened an investment with Sanlam. When I initially queried about how it worked, the Financial adviser was amazing.

Since the funds were transferred, I have received appalling service. It's been about 2 months since the funds were allocated to Sanlam and since then I have been told they are awaiting to trace the money and put it in an account. If I don't request feedback, everything is left in the air.

I've since requested the investment to be canceled, clearly Sanlam does not value me as a client. All of a sudden the funds have been found and allocated.

I requested the cancelation to be processed, and escalated to a manager who I've now included in my correspondence. The lack of urgency and correspondence on her part is disgusting to say the least.

I've asked for feedback on timelines because I assumed established organization like Sanlam would have SLAs in place but no, I'm rather told that they waiting for another department.

Sanlam is a huge disappointment to say the least! They shift blame from one department to another which is actually not my problem.

The financial adviser overpromises and under delivers. Provides incorrect information and is so casual about it by giving a response that he didn't know that's how it works.

Clearly there's insufficient training provided and no customer value in place. In hindsight, I now understand why my "cents" are of no importance and why the financial adviser is unable to attend to my queries because the manager herself is nonchalant.

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Replies (2)
Sanlam
Sanlam's reply10 Jun 2024, 13:25
Official
Good day Caylene

We apologise for your service experience and have followed up on this matter.

Regards
Sanlam Client Care
Sanlam
Sanlam's reply10 Jun 2024, 13:31
Official
Hello Caylene

We have received feedback that an arrangement is in place for you to be called after two today.

Regards
Sanlam Client Care