AM
Allina M

1 reviews | Active since Oct 2021

11 Oct 2021, 15:29

Elderly person misled on his Policy by his financial advisor Danny Meyer in Bocksburg

[10/11, 11:59] Madimeko: Sanlam [10/11, 12:07] Madimeko: My 76 years old uncle was offered a policy that restricts him from accessing his funds. He invested 200k which lapses in 2023. How do you offer such a product to an elderly person. He's an elder in our family, we lost a member of the family and this morning he called because he needs money, they told him he must wait for 2 years before he gets it. He requested an option to terminate that policy because only today he is told he doesn't have any options but to wait.

Please assist him because at his age he can't deal with such stress of knowing he has over 140k sitting yet he can't even play a role of contributing to the funeral or buy decent shoes to attend because his money is tied up

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Replies (1)
Sanlam
Sanlam's reply11 Oct 2021, 15:46
Official
Dear Allina

We acknowledge receipt of your complaint. We have escalated your matter to the relevant department for further investigation.

Kind regards 
Sanlam Client Relations