Please note that before you can make a complaint to the National Financial Ombud, you will need to go through the checklist below to make sure that you have completed all the necessary steps.
You can complain in writing by completing the prescribed application form, but we also provide a telephonic or walk-in service.
You must provide the following information: name of participant, account or policy number, full contact details, factual summary of your complaint and copies of all relevant correspondence/supporting documents referred to in the complaint.
You will receive a letter of acknowledgement from us.
We will ask the participant to submit a written response to the complaint within 21 working days if you have not previously lodged the complaint with them.
You will be afforded an opportunity to comment on the participant’s response.
We may, at any stage, request further information or comment from any of the parties.
Once our investigation has been completed, we may issue a ruling or make a recommendation.
