LLB
Lisa-Claire Le Breton

1 reviews | Active since Nov 2013

04 Sept 2026, 11:35

Sanlam – Withholding my funds after their own error

The first issue: the ROT (Recognition of Transfer/withdrawal) document Sanlam processed stated “resignation” instead of “retrenchment” – an error my own financial advisor has confirmed was a mistake that Sanlam made. I have been trying to get this corrected for weeks, through repeated calls, emails, and follow-ups, with no resolution.

Getting through to an agent takes at least 25 minutes on hold, with a recorded message directing me to email or WhatsApp – ironic, since neither gets a response. When I ask to speak to a manager, I’m cut off. When I ask for written proof that the corrected document has been updated, I’m told: “I’ll ask the fund manager” – and then nothing follows.

All I am asking for is basic customer care: a corrected document and clear communication on when my funds will be released. Weeks of delay over an error Sanlam itself made is unacceptable.

0
Replies (4)
Sanlam
Sanlam's reply04 Sept 2026, 11:39
Official
Good day Lisa-Claire

We are sorry to hear of your poor client service experience. We have referred your complaint to Sanlam Corporate.

Regards
Sanlam Client Care
Sanlam
Sanlam's reply04 Sept 2026, 12:32
Official
Good afternoon, Lisa-Claire

We have received feedback from Sanlam Corporate that they have sent you an email and that the matter is receiving attention.

You are welcome to respond to their email for any further assistance you require.

Regards
Sanlam Client Care
LLB
Lisa-Claire Le Breton's update09 Sept 2026, 08:35
Reviewer Update
I have received an email that my complaint is acknowledged. I have still not received any communication or update from Sanlam about addressing my request.
Sanlam
Sanlam's reply09 Sept 2026, 09:01
Official
Good morning, Lisa-Claire

You are welcome to respond to the email received from Sanlam Corporate for further assistance.

Regards
Sanlam Client Care