JL
James L
1 reviews | Active since Mar 2014
15 May 2024, 11:05
Advisor appointed without permission
My son does not have a financial advisor appointed by himself, and he doesn't want one. Early this year, the Balanced Fund was merged with the Multi-Asset Growth Fund. Advisor fees were charged on this new merged fund without asking my son if he wanted an advisor. My son emailed StanLib and they gave him a form to fill in to remove the advisor. My daughter's Balanced Fund was also merged with the Multi-Asset Growth Fund, but no advisor was forced on her. Why was an advisor appointed to my son, but not my daughter? Why is StanLib giving my son extra work to remove the advisor which he never asked for?
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Replies (3)0
Replies (3)
STANLIB's replyOfficial
15 May 2024, 15:39Good day,
Thank you for making us aware of your complaint.
Please be advised that one of our consultants will be in contact with you in order to assist you.
Kind Regards,
STANLIB Resolutions.
Thank you for making us aware of your complaint.
Please be advised that one of our consultants will be in contact with you in order to assist you.
Kind Regards,
STANLIB Resolutions.
Best regards,
STANLIB's reply15 May 2024, 15:39
Official
Good day,
Thank you for making us aware of your complaint.
Please be advised that one of our consultants will be in contact with you in order to assist you.
Kind Regards,
STANLIB Resolutions.
Thank you for making us aware of your complaint.
Please be advised that one of our consultants will be in contact with you in order to assist you.
Kind Regards,
STANLIB Resolutions.
Best regards,
JL
James L's updateReviewer Update
15 May 2024, 15:41Hello. Please remove the advisor and reverse the fees.
JL
James L's update15 May 2024, 15:41
Reviewer Update
Hello. Please remove the advisor and reverse the fees.
JL
James L's updateReviewer Update
20 Jun 2024, 08:28My son didn't receive a reply since 15 May. In the meanwhile, my son sent an instruction via the website to remove the financial adviser around 25 May. On 31 May, fees were charged again. That means, StanLib didn't implement my son's instruction. Very disappointing.
JL
James L's update20 Jun 2024, 08:28
Reviewer Update
My son didn't receive a reply since 15 May. In the meanwhile, my son sent an instruction via the website to remove the financial adviser around 25 May. On 31 May, fees were charged again. That means, StanLib didn't implement my son's instruction. Very disappointing.