BJ
BRISHANI J

1 reviews | Active since Jan 2012

19 May 2024, 20:10

RUDE, PATHETIC AND NEGLIGENT ACT OF THE FINANCIAL ADVISOR

I have policies with Sanlam and Vaughan Yegambaram was my financial advisor in 2022. Due to me being unemployed in the latter part of 2022 I did inform my financial advisor and told him to please not allow my policies to lapse as I had them for a very long time. He got back to me saying I need to sign certain documentation etc. He said that because I am a long standing client and have had the policies for many years then I am at an advantage for a concession. Having said all this the policies lapsed I contacted him informing him of what had happened he said, dont worry, he will speak to management to reinstate my policies. He said there was a question that was unanswered, and he blamed me, yet the relevant individuals had informed him of this question to be answered a month or longer prior to him communicating with me. He neglected and disregarded to relay this information to me and and to make me aware of this. How can he blame me when he completed the questionnaire telephonically with me. It is evident that it was his negligence and failure to not complete the questionnaire as requested but wants to pass on the blame onto me as the client. He was absolutely rude and impatient when I called him out on his actions. Having said this I tried contacting him, and I sent numerous emails to him he never took my calls , nor did he respond to my emails. He knew exactly he could not reinstate my policies, he spoke to no management individual to assist, and there was no concession as a long-standing client that he said I could benefit. This was false information had it been true he would have acted out accordingly, and my issue would have been resolved. He was full of empty promises and blatant lies. This shady character of this financial advisor is intolerable, unprofessional, and unacceptable. I will never recommend him to anyone. I am in the process of escalating this matter.

0
Replies (2)
Sanlam
Sanlam's reply20 May 2024, 07:36
Official
Good day Brishani 
  
We are sorry to hear of your poor client service experience. Please respond to our private message. 
 
Regards
 Sanlam Client Care
Sanlam
Sanlam's reply20 May 2024, 15:11
Official
This is to confirm that you have been contacted and is being assisted.

Regards
Sanlam Client Care