| B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Name | Surname | Contact Number | Summary of Query | Actioned | ||||||||||||||||||||||||
5 | Pieter | Pretorius | 060 349 7701 | OLD Mutual polis moes al uitbetaal het, geen premie verhoging gehad.Wil net uitvind waar is le die fondse. | Working on it | ||||||||||||||||||||||||
8 | Creig | Taylor | +27 67 427 0717 | Send signed will and change bebeficiary on life cover with OM | Working on it | ||||||||||||||||||||||||
10 | Chris | Booysen | 0765356422 | Do Analysis | Working on it | ||||||||||||||||||||||||
13 | Cecilia | Ramcwani | 0731452892 | Interest received every month on the 18th not received for 2months | Working on it | ||||||||||||||||||||||||
14 | Elizabeth | Msagala | 073 251 9276 | Old Mutual Life Insurance question need money/loan against policy?? | Working on it | ||||||||||||||||||||||||
15 | Sanet | Walles | 0603488574 | Check existing policies | Working on it | ||||||||||||||||||||||||
17 | Ian | Lagoa | 018 4627303 | Email send not yet signed cust inform he is to busy. Phone to speak to himself. | Working on it | ||||||||||||||||||||||||
19 | Grace | Akuoko | 082 756 0284 | Cust is emigrating to Uganda please phone 082 756 0284 to make appointment. | No | ||||||||||||||||||||||||
22 | Issabella | Van Heerden | 083 3029 185 | Profile of all her products of file and investments. | Working on it | ||||||||||||||||||||||||
87 | Collin | Engelbrecht (Besigheids Profile Ook) | 018 4644148 | Klient se nie tyd om met my te praat nie. Verskeie kere met sy sekretaresse gepraat en boodskappe gelos. | No | ||||||||||||||||||||||||
88 | Helgard | De Clercq | 072 731 4746 | Phone client. | No | ||||||||||||||||||||||||
89 | Mnr JSJ | Va Der Merwe | 082 771 6471 | R6mil in normal banking account. Please phone for other investments. | No | ||||||||||||||||||||||||
90 | Tannie Poppie | Evans | 0829207139 | Balance on Investment, withdrawal of R20 000 to be done. Tax Certificates on all accounts. | No |