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Saffer72 ZA

1 reviews | Active since Mar 2009

12 Mar 2018, 16:07

Satrix ineptitude causing delays

I requested Satrix to complete a section of a form, and instead they sent me some of the relevant info. When I called, I struggled to convince Buhle that what I wanted was indeed what I had requested via email. The result is that this process is now delayed by a further 2 days after FNB delayed this by 2 weeks already.

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Replies (2)
Satrix Investments
Satrix Investments's reply12 Mar 2018, 17:00
Official

Dear Shivan,

Thank you for taking my call earlier and apologies for the frustrating experience. The process of Tax Free Savings Transfers is new to the entire industry and at the initial stages there may be a misalignment of processes between institutions (which is the case here). I have been in touch with our administrators and can confirm that they will liaise with FNB and process your transfer and confirm once done.

Kind regards,
Thembeka Khumalo
Client Relationship Manager

Satrix Investments
Satrix Investments's reply12 Mar 2018, 17:00
Official

Dear Shivan,

Thank you for taking my call earlier and apologies for the frustrating experience. The process of Tax Free Savings Transfers is new to the entire industry and at the initial stages there may be a misalignment of processes between institutions (which is the case here). I have been in touch with our administrators and can confirm that they will liaise with FNB and process your transfer and confirm once done.

Kind regards,
Thembeka Khumalo
Client Relationship Manager