MH
MATHILDA H

1 reviews | Active since May 2014

17 Jul 2023, 12:29

Poor Services

UNIT TRUST NO ***8 We are in receipt of statement reflecting funds available for WJ Buys. When submitting the forms we were advised that Sanlam have no record of the investment. We forwarded our proof, still no feedback.

0
Replies (10)
Sanlam
Sanlam's reply17 Jul 2023, 12:52
Official
Good day Mathilda

We are sorry to hear of your poor client service experience. We have escalated your complaint to Sanlam Investments.  
 Regards
 Sanlam Client Care 
Sanlam
Sanlam's reply17 Jul 2023, 15:09
Official
We have received confirmation that you have been contacted and feedback was provided.

Regards
Sanlam Client Care 
MH
MATHILDA H's update18 Jul 2023, 14:41
Reviewer Update
Good day
Sanlam did phone me yesterday, after a long conversation and confirmation that they received the necessary documentation, I was advised to forward a cope of the executors id with speciman signature.
I forwarded the id to ***, today I received a mail again from Sanlam to complete the forms and submit.
Really this is una
Sanlam
Sanlam's reply18 Jul 2023, 15:07
Official
Good day Mathilda
We have relayed your message to Sanlam Investments.  
 Regards
 Sanlam Client Care 
MH
MATHILDA H's update20 Jul 2023, 12:26
Reviewer Update
We received a call from Chandre and when phoning back you talk to a AI generator robot something that does not understand.
Please contact met urgently!!
Sanlam
Sanlam's reply20 Jul 2023, 12:56
Official
Hello Mathilda

We have relayed your message to Sanlam Investments.

Regards
Sanlam Client Care
Sanlam
Sanlam's reply20 Jul 2023, 14:54
Official
Good afternoon Mathilda

We have received feedback that you have been contacted.

Regards
Sanlam Client Care
MH
MATHILDA H's update25 Jul 2023, 09:34
Reviewer Update
Good day
Please advise when the funds will be released. Also forward statement of the amounts to be paid out
Sanlam
Sanlam's reply25 Jul 2023, 09:52
Official
Good morning Mathilda

We have requested Sanlam Investments to assist with your requests.

Regards
Sanlam Client Care
Sanlam
Sanlam's reply25 Jul 2023, 10:27
Official
Hello Mathilda

We have received feedback that Sanlam Investments have been in touch with you.

Regards
Sanlam Client Care