CIBC complaint: Estate

Name: Estate
Item: CIBC
Rating: 1
Author: James

Open 14 Nov 2022 231 views Banks

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Filed 14 Nov 2022 by James

I had the Peterborough Branch Personnel submit a Death Certificate and Certified True Copy of the Will to the Estate Group in Toronto on July 27, 2022. My name is James Weldon and I am the Executor for the Estate of Sandra Haslam. It’s November 14, 2022 and the folks at Investors Edge still wont talk to me as they haven’t been informed that I’m the Executor

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Case details

Status: Open
Company: CIBC
Filed: 14 Nov 2022
Rating: 1/5
Desired resolution: Have the Estate Group tell INvestors Edge that I am the Executor This was supposed to be distributed across all CIBC departments long ago
Problem: Executor still not recognized after months
About: estate investment account

Progress

Filed
Company notified
Company replied
Resolved

14 Nov 2022 Complaint filed and published
14 Nov 2022 Message from Bizzy: we notified CIBC about this complaint.

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