Lack of Co-operation from Providers
Hi, has anyone else encountered a lack of co-operation when requesting information?
I have been attempting to obtain information from Scottish Widows regarding a client of one of my advisers. I needed to obtain projections and other information, which were given to me verbally. The projections were ordered and I was assured that they could be emailed directly to me even though my email is obviously different to the adviser. A week later I received a letter, via email, to say that they couldn't send me the projections because the letter of authority didn't show my company name. I phoned them to explain and clarify the situation. I was then told that not only could they not send the information directly to me - which I don't have a problem with at all - but that I couldn't even request that they send it to the adviser!! Now that's stupidity!!!!!
Just to compound the issue, I also requested the same information for another client, same adviser etc and that came to me directly on my email!?!?!
Is it me????