YP
Yugan P

1 reviews | Active since Apr 2021

16 Jul 2021, 07:48

Unaccountability at Sanlam

I recently moved my portfolio to Sanlam from Momentum, under the impression that Sanlam was a better option. I was in for a rude awakening. The customer service at Sanlam is virtually non existant. It seems that covid is being used as an excuse to work remotely yet nothing gets done. My transfer of my portfolio (ROT) was never filed to SARS and SARS is holding me accountable with a possible penalty. No oversight at Sanlam. Giving a serious thought to moving my portfolio to Alan Grey. I still have not received an explantion of the non submission and neither do i know if it was submitted or not. It seems Sanlam appoints people with no accountability to manage the public's investment. No wonder our country is in shambles .

0
Replies (7)
Sanlam
Sanlam's reply16 Jul 2021, 07:50
Official
Dear Yugan

We acknowledge receipt of your complaint. Your matter was escalated to the relevant department for further investigation.

Kind regards
Sanlam Client Relations 
Sanlam
Sanlam's reply16 Jul 2021, 13:22
Official
Good day We were informed that a consultant has contacted you.  We will be closing the case on the Hello Peter platform.  Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant. We value you as a client.
  
 Kind regards
 
Client Relations
YP
Yugan P's update16 Jul 2021, 14:01
Reviewer Update
No one fron Sanlam has contacted as yet.
YP
Yugan P's update16 Jul 2021, 14:03
Reviewer Update
No one from Sanlam has contacted me yet regarding this issue. This case can not be closed until Sanlam contacts me to discuss the dispute and until we have reached a resolution. Until then, this case is to remain open.
Sanlam
Sanlam's reply16 Jul 2021, 14:25
Official
Dear Yugan

Thank you for informing us.

We will take the matter up with the relevant department.

Kind regards

Client Relations
YP
Yugan P's update16 Jul 2021, 15:54
Reviewer Update
Salam has finally crawled out of the rock they have been hiding and finally submitted my ROT after several emails back and forth to sanlam management. What a bunch of usless management . it seems as if they are running a circus. Defintely removing my investment from. Sanlam to Alan Grey.
Sanlam
Sanlam's reply16 Jul 2021, 16:25
Official
Good day We were informed that a consultant has contacted you.  We will be closing the case on the Hello Peter platform.  Should there be any other issues relating to the matter, we once again encourage you to make direct contact with the relevant consultant. We value you as a client.
  
  Kind regards
  
  Client Relations