Complaint Regarding Denial of Wealth Management Assistance

I am writing to express my dissatisfaction with the services provided by Citadel Wealth Management regarding my recent dealings with your firm.

As a South African citizen who has move abroad to Qatar for employment as an expatriate, I sought assistance from Citadel Wealth Management to navigate the complexities of investing offs**** and withdrawing my pension funds. I was forthcoming and transparent with your team regarding my intentions and the urgency of my financial requirements, particularly in light of impending rule changes to the pension system.

However, to my dismay, I received a message from your team indicating that your compliance department has advised against providing me with the necessary assistance due to the fcat that i cant sign the contract while residing in Qatar? The reason cited for this decision was my relocation to Qatar for employment purposes. This unexpected turn of events has left me baffled and deeply disappointed.

As a South African citizen, I am entitled to seek professional wealth management assistance from a reputable institution like Citadel, regardless of my current country of residence. It is perplexing and concerning that your organization would deny me the support I urgently require during this pivotal transition period.

I am seeking clarification on the following matters:

Why is my South African citizenship being disregarded in the provision of wealth management services, particularly concerning the withdrawal of my South African-based pension and offs**** investments? What specific compliance regulations or internal policies justify Citadel's refusal to assist me, despite my clear eligibility and need for your services? How does Citadel intend to address this situation and provide me with the necessary support and guidance to manage my financial affairs effectively? Why are your financial advisors ignoring my emails and not replying to my emails?

I urge Citadel Wealth Management to reconsider its decision and promptly provide me with the assistance and guidance I require to secure my financial future. Failure to address these concerns adequately will compel me to explore alternative options and escalate this matter further.