Misleading switch bonus claim?

masonic

Most banks would want to put things right if a customer was misinformed by a member of staff. The OP is absolutely justified in bringing the error to their attention.

gsmh

masonic said:

Most banks would want to put things right if a customer was misinformed by a member of staff. The OP is absolutely justified in bringing the error to their attention.

I agree, that's why it's important to know who you've spoken to and when, at the very least. Just saying 'someone' told you there was a certain offer would probably not get you very far.

mrkds

Thanks @gsmh and @masonic. I agree I should be more on the ball regarding being given verbal assurances. The advisor did give me their business card when they opened the account for me (I think I still have it buried under all the other paperwork), so I can refer to the advisor in a complaint. I'm not particularly looking to getting any kind of compensation. Just voicing my grievance regarding poor communication will be enough. I certainly don't think its wasting their time to have the error brought to their attention as they would surly not want this to happen again.

Thrugelmir

mrkds said:

I certainly don't think its wasting their time to have the error brought to their attention as they would surly not want this to happen again.

Mistakes happen. The employee concerned most likely forgot that the offer had changed. I'm yet to find anybody that doesn't make a mistake while at work. In finance that can amount to very expensive reprecussions. 

colsten

The face-2-face conversation with the original is unlikely to have been recorded, but the later phone conversation will have been. So raise a complaint and let them make you an offer.