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Posted

Hi hubbers. Got multiplier for free from work. Have been on diamond on vitality for many years so know the system well, mutiplier not so much. Based on research I realised i will need to add one more product to make it reallly worth it - already have one product with momentum.

 

My Q - if I want to add a “will” through momentum and make my executor an external party - will I still get my points for my will or must I make momentum my executor in order to get points for it? Hooefully someone can clarify here.

 

Thanks

Regards

Posted

Hi hubbers. Got multiplier for free from work. Have been on diamond on vitality for many years so know the system well, mutiplier not so much. Based on research I realised i will need to add one more product to make it reallly worth it - already have one product with momentum.

 

My Q - if I want to add a “will” through momentum and make my executor an external party - will I still get my points for my will or must I make momentum my executor in order to get points for it? Hooefully someone can clarify here.

 

Thanks

Regards

I did my will through my Momentum advisor with him as witness but through Capital Legacy and I don't get any points for it.

Posted

Hi hubbers. Got multiplier for free from work. Have been on diamond on vitality for many years so know the system well, mutiplier not so much. Based on research I realised i will need to add one more product to make it reallly worth it - already have one product with momentum.

 

My Q - if I want to add a “will” through momentum and make my executor an external party - will I still get my points for my will or must I make momentum my executor in order to get points for it? Hooefully someone can clarify here.

 

Thanks

Regards

Hi in order to get the Multiply points for Will through Momentum it must be kept at Momentum for safe keeping and the annual custody fee needs to be debited.. so you may appoint anyone you chose... I can double check if you want.
Posted

I did my will through my Momentum advisor with him as witness but through Capital Legacy and I don't get any points for it.

Yeah its about the safe keeping at Momentum and the annual custody fee that Momentum collect.
Posted

Hi in order to get the Multiply points for Will through Momentum it must be kept at Momentum for safe keeping and the annual custody fee needs to be debited.. so you may appoint anyone you chose... I can double check if you want.

Yes plz, that will be great. I dont mind the annual custody fee tbh. The advisor on more than one occasion mentioned no points if momentum is not the executor so would really be helpful if someone can confirm.

 

Thanks in advance.

Posted

Yes plz, that will be great. I dont mind the annual custody fee tbh. The advisor on more than one occasion mentioned no points if momentum is not the executor so would really be helpful if someone can confirm.

 

Thanks in advance.

Will makes sure they sometimes change things around but wil get it on black and white for you either way..
Posted

Will makes sure they sometimes change things around but wil get it on black and white for you either way..

Thanks Gen. Tried getting in contact with someone else at momentum but still waiting for that call (not gonna happen) so appreciate the effort.

Posted

Thanks Gen. Tried getting in contact with someone else at momentum but still waiting for that call (not gonna happen) so appreciate the effort.

If you struggle contact client services via Multiply WhatsApp +27 86 188 6600 obviously during office hours.
Posted

Thanks Gen. Tried getting in contact with someone else at momentum but still waiting for that call (not gonna happen) so appreciate the effort.

The Will drawn up through Momentum just needs to be held at Momentum for safe keeping and a debit order in place for the annual fee for you to get points

 

Three people have confirmed this much

Posted

The Will drawn up through Momentum just needs to be held at Momentum for safe keeping and a debit order in place for the annual fee for you to get points

 

Three people have confirmed this much

Thanks Gen. Apreciate it.

  • 4 weeks later...
Posted

Has anybody been able to import SARS data into tax tim?   I'm on the third persons profile that does not import the Sars data automatically, it just says the server is very slow and whatever.   Tax tim is really a bit of a pain and to load all the details manually is a bit more of a pain!

  • 1 month later...
Posted

Moving the goalposts again......

Yes they are and I am not happy and neither are our clients and there is a big fight coming.

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