MDB
Mbalentle Da'Jesus Busakwe

1 reviews | Active since Feb 2020

25 Apr 2022, 11:36

Retirement Annuity Balance

My advisor and ex employer made a once off payment to my Retirement Annuity and it's not reflecting anywhere on my documents. Can someone please tell me what is happening and in retrospect I want to terminate the entire plan with you guys.

0
Replies (10)
Sanlam
Sanlam's reply25 Apr 2022, 11:38
Official
Dear  Mbalentle 

We acknowledge receipt of your complaint. We have escalated your matter to the responsible team for further investigation. 

Regards
Client Relations
Sanlam
Sanlam's reply26 Apr 2022, 13:32
Official
Good day, Mbalentle

We received feedback that you were contacted and assisted. Please complete the forms so that we may proceed further with your request. 

Regards
Client Relations
MDB
Mbalentle Da'Jesus Busakwe's update26 Apr 2022, 15:46
Reviewer Update
Hi.

I did respond and send all required documents. Please proceed with the refund and the termination of the RA.
Sanlam
Sanlam's reply27 Apr 2022, 19:47
Official
Dear Mbalentle 

Thank you for your prompt response. The consultant will handle your matter further and keep you updated on the progress thereof. 

Regards
Client Relations
MDB
Mbalentle Da'Jesus Busakwe's update28 Apr 2022, 08:40
Reviewer Update
It really gets more and frustrating having to deal with you guys because now Faizel tells me that the refund for my once off payment can only be done when it "cleares" even though it clearly reflects!

Where must it clear because I don't want that policy any longer and if the money reflects why can't it be refunded without the process being prolonged??
Sanlam
Sanlam's reply28 Apr 2022, 09:17
Official
Good morning

We acknowledge your reply.

The matter has been referred to the relevant department for urgent handling.

Their office will make contact shortly to resolve the matter.

Kind regards

Client Relations
MDB
Mbalentle Da'Jesus Busakwe's update28 Apr 2022, 10:23
Reviewer Update
Yes, please. Because I'm perplexed why the refund still has not been processed to this point when all the needed documentation has been sent.
Sanlam
Sanlam's reply28 Apr 2022, 10:42
Official
Good day

Thank you for your reply.

Kind regards

Client Relations
MDB
Mbalentle Da'Jesus Busakwe's update30 Apr 2022, 08:03
Reviewer Update
Can you please advise from what bank was my refund done from? Because the POP that was sent to me seems like a system screenshot.
Sanlam
Sanlam's reply03 May 2022, 09:57
Official
Good day

Thank you for your enquiry, we requested the relevant department to respond this regard.

Kind regards

Client Relations