1 reviews | Active since Jun 2016

12 Mar 2019, 21:05

Echo bonus without help

In February I asked Sanlam why my Echo Bonus didn't update as I made lump sum deposits into my retirement annuity. Sanlam recently rep****, apologizing (which I appreciate), but failing to answer my question.

The Echo Bonus is supposed to take deposits into consideration. I created the account online, and don't have a financial adviser. If I can create the account by myself, I expect simple questions to be answerable without the need of a financial adviser. That is, I'm not asking for financial advice, I'm asking why my account balance is not matching my expectation.

I'm really disappointed in Sanlam. Additionally, when responding to queries, please consider putting more effort into helping your customers.

0
Replies (2)
Sanlam
Sanlam's reply12 Mar 2019, 21:11
Official
Dear Poovendran

We acknowledge receipt of your complaint and will urgently investigate. 

Kind regards
Sanlam Client Relations

Best regards,

Sanlam
Sanlam's reply13 Mar 2019, 15:15
Official
Dear Poovendran 

We have been informed that a consultant responded to your complaint via email.

Kind Regards,
Client relations

Best regards,