Sanlam - definitely not recommended

A request was submitted on 8 September 2025 to transfer the investments to a broker at a branch closer to us, to allow for regular in-person meetings and a more personal advisory relationship. Despite several follow-ups, no progress has been made. I formally lodged a complaint on the Sanlam website on 18 November; however, I have not received any meaningful response from Sanlam—only an automated email thanking me for a “compliment,” even though my submission was clearly indicated as a complaint.

At this stage, Sanlam is unwilling to move the investments and has not provided any transparent or reasonable explanation for this. As a result, no adequate service is being provided while the matter remains unresolved. Attempts to contact Sanlam have been unsuccessful; the call centre directs you to automated responses, and the one representative I managed to reach simply instructed me to log the complaint—which has also not been addressed.