Address a written complaint to the financial institution
Give the financial institution an opportunity to sort things before resorting to us.
Write to the financial institution:
– Make it clear that you are making a complaint
– Explain your situation
– Tell them how they should put things right for you
The financial institution must provide you with a reply within 30 days
We understand that you may have complained verbally, but this won’t be sufficient.Please make your complaintin writing.
STEP 2
Address a written complaint to the Ombudsperson for Financial Services
No reply from the financial institution?
You received a reply but not satisfied with it?
Lodge a complaint with us by filling out our complaint form
STEP 3
Information that we need
name and address of the complainant, together with ID No.;
if you are not the complainant, please include a signed authorisation from complainant;
name and address of the financial institution against which the complaint is made;
a declaration as to whether the financial institution against which the complaint is made, replied to your complaint;
nature of the complaint;
the facts and circumstances giving rise to the complaint;
the relief being sought
You are encouraged to include:
relevant and important information such as relevant dates, places, time;
details of phone conversations and meetings
Tell us who was involved, what was said, when they took place
STEP 4
Documents that we need
A copy of the complaint made to the financial institution;
A copy of the reply from the financial institution, if any;
A copy of National Identity Card or Passport
A copy of any other related document that the complainant may wish to rely upon or any document that may help us find a solution
If you do not have a copy, don’t worry – Simply let us know that you made the complaint
eg. Agreements, terms and conditions, letters, emails, receipts etc