Charles Stanley - Aggressively Pursing Customers

wizzards

Sebo027 said:

I apologize for my use of emotive language - they certainly didn't turn up at the house with baseball bats. Regardless the words I used to title my post should not affect whether or not you agree with my statement that Charles Stanley have been too persistent. 

My relative has held investments with multiple platforms (Halifax, Equiniti, Link Asset Services, M&G, Janus Henderson), which they have left and have not been pursued in the same manner.

Sending out brochures and marketing information annually seems normal or typical. Phoning the house to encourage signing off forms that are being sent repeatedly without being requested, to me, seems a tad nefarious.

You're right - they have that right so long as they are provided it (to keep the data) and in my opinion they have abused the privilege, and I will take steps to remedy it. 

If they are actually phoning on a regular basis like weekly I would consider it a bit tedious but quarterly is hardly excessive.  If there was a firm response saying I am not interested from the recipient (i.e your relative) then why would they keep phoning and also why did your relative not consult with you. Every quarter year for a contact is not excessive for contact.  Yes they want to sell things but then again there are many clients that welcome their services.  They are not to know that you or your relative are not interested.  At the end of the day you or your relative have engaged with this company and not disengaged hence they are no way at fault. This is not an abuse of privilege in any shape or form or in any way nefarious business practice.  

AnotherJoe

Is aggressively pursing similar to Mrs Thatchers handbagging ?

phone them and tell them to stop sending these forms. 

Sebo027

wizzards said:

Sebo027 said:

I apologize for my use of emotive language - they certainly didn't turn up at the house with baseball bats. Regardless the words I used to title my post should not affect whether or not you agree with my statement that Charles Stanley have been too persistent. 

My relative has held investments with multiple platforms (Halifax, Equiniti, Link Asset Services, M&G, Janus Henderson), which they have left and have not been pursued in the same manner.

Sending out brochures and marketing information annually seems normal or typical. Phoning the house to encourage signing off forms that are being sent repeatedly without being requested, to me, seems a tad nefarious.

You're right - they have that right so long as they are provided it (to keep the data) and in my opinion they have abused the privilege, and I will take steps to remedy it. 

If they are actually phoning on a regular basis like weekly I would consider it a bit tedious but quarterly is hardly excessive.  If there was a firm response saying I am not interested from the recipient (i.e your relative) then why would they keep phoning and also why did your relative not consult with you. Every quarter year for a contact is not excessive for contact.  Yes they want to sell things but then again there are many clients that welcome their services.  They are not to know that you or your relative are not interested.  At the end of the day you or your relative have engaged with this company and not disengaged hence they are no way at fault. This is not an abuse of privilege in any shape or form or in any way nefarious business practice.  

We can agree to disagree. 
AnotherJoe said:

Is aggressively pursing similar to Mrs Thatchers handbagging ?

phone them and tell them to stop sending these forms. 

Haha.. handbags at dawn. 

wizzards

AnotherJoe said:

Is aggressively pursing similar to Mrs Thatchers handbagging ?

phone them and tell them to stop sending these forms. 

I believe it must be    One thing for sure is that this poor persons handbag metaphorically can be quickly emptied with one stroke of the pen   it appears.  Beware the tide of forms !!! through the letter box !!