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  #61  
Old 30.08.2013, 13:32
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Re: Dealing with financial services "cold callers"

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If you're sitting at home in the evening and you see a 'number withheld' call, let it go to voicemail. Is that not an option?
I think the point is that mostly these guys call you at work, not at home. And half my calls at work are number witheld so ignoring them isn't an option.
What he said.

So in short. No.
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  #62  
Old 30.08.2013, 14:52
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Re: Dealing with financial services "cold callers"

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I think the point is that mostly these guys call you at work, not at home. And half my calls at work are number witheld so ignoring them isn't an option.
Well then, there's only one rule and the time it takes to say "no thanks" is a CODB.
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  #63  
Old 30.08.2013, 19:33
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Re: Dealing with financial services "cold callers"

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I appreciate that, but the person making the call isn't the one who decided on your number - the call was just handed to them by a computer. It makes no sense to abuse that person individually; they're really just as much a victim as you are.
This isn't "Stockholm syndrome" anymore, but rather "Stock option" syndrome.
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  #64  
Old 30.08.2013, 19:56
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Re: Dealing with financial services "cold callers"

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This isn't "Stockholm syndrome" anymore, but rather "Stock option" syndrome.

This is where the comment goes wrong about the caller being poor people etc.
If you check the advertising of the CTMNBN and others, they are getting people as cold-callers with the clear goal to earn loads of money (share of commission) and later transfer into being a IFA of sorts.

These people don't get fixed lists - I know from interviewing many of them. They do browse the internet (LinkedIn, Internations, Xing just to mention a few favourites)and are milking these social networks for their own best interest. And then they lie and cheat when calling....
sorry, these are not poor people, they are the scum, same like the actual "IFA" talking to you later.

Cheerio
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  #65  
Old 31.08.2013, 13:33
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Re: Dealing with financial services "cold callers"

I get such cold calls every now and then while at work. They presumably get my name from LinkedIn or similar and ask to be put through by reception.

They will claim they were given my name by <unintelligible mumbling> and start on about investments etc. I just say I have read all about them on the various expat fora, that am not interested and hang up.

Cheers,
Nick
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  #66  
Old 31.08.2013, 15:39
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Re: Dealing with financial services "cold callers"

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I just say I have read all about them on the various expat fora, that am not interested and hang up
So cruel.
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  #67  
Old 31.08.2013, 15:56
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Re: Dealing with financial services "cold callers"

I tell them that I already have my miserable future painstakingly planned to detail
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  #68  
Old 01.09.2013, 20:58
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Re: Dealing with financial services "cold callers"

Did you know ..., were you a friend of his?
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  #69  
Old 05.09.2013, 09:34
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Re: Dealing with financial services "cold callers"

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Fortunately we've never had them here.
We're obviously not high earning enough for them.

.
Spoke too soon. OH had a call from 'Beers' at work yesterday.
He told them where to go obviously but was seriously annoyed that they'd got hold of his work number.
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  #70  
Old 21.09.2013, 12:06
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Re: Dealing with financial services "cold callers"

Seems you might not be safe even with big financial advisers.

Article here in German language from Tagesanzeiger about a lady who is trying to sue UBS for 5Million CHF (so far without success) after she gave a big investment company 8M CHF to invest & it is mostly or all gone - the investment company has declared bankruptcy so is dificult to sue them.
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  #71  
Old 08.10.2013, 16:52
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Re: Dealing with financial services "cold callers"

Hmm a new kid on the block, some posh English lady calling me from a three letter company with a "wealth manager" whom I'd benefit to meet.

I wish I could block all suppressed number callers.
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  #72  
Old 08.10.2013, 16:58
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Re: Dealing with financial services "cold callers"

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In my opinion, you have not requested a call from these people, they are not regulated in Switzerland and you should simply ask yourself this: "what's in it for them?"
By the way, I think asking questions around this when you are called may lead to you not being called again....
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  #73  
Old 08.10.2013, 17:23
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Re: Dealing with financial services "cold callers"

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Hmm a new kid on the block, some posh English lady calling me from a three letter company with a "wealth manager" whom I'd benefit to meet.

I wish I could block all suppressed number callers.
*99#

Unfortunalty, because of bank secrecy laws your bank will call you with a supressed number. Maybe, you can sign a waiver.
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  #74  
Old 09.10.2013, 19:53
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Re: Dealing with financial services "cold callers"

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By the way, I think asking questions around this when you are called may lead to you not being called again....
You mean like this?

whogaveyoumynumber?whogaveyoumynumber?whogaveyoumy number?
whogaveyoumynumber?whogaveyoumynumber?whogaveyoumy number?
whogaveyoumynumber?whogaveyoumynumber?whogaveyoumy number?

Endless fun guaranteed!
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  #75  
Old 06.11.2013, 17:00
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Re: Dealing with financial services "cold callers"

Even as a Tax and Wealth advisor, I often get targeted by these companies.

Questions I ask:

Who regulars you?

Where are you calling me from (location)?

What qualifications do you have?

Who products do they offer?

They tend to panic, I believe life bonds and Qrops have a place for some clients but don't believe in cold calls. Not just because of the call but it makes qualified, regulated and truly independent advisors jobs harder.
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  #76  
Old 15.11.2013, 12:35
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Re: Dealing with financial services "cold callers"

Is there a new kid on the block called "Montford"..........?
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  #77  
Old 15.11.2013, 14:04
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Re: Dealing with financial services "cold callers"

Possibly this: LinkedIn
"independent financial consultancy with offices in Switzerland, Mexico and Cyrpus"

Recent discussion about "Montfort International PLC" and more.

There appears to be a "Montfort International Limited", listed on Yell and here as a PLC with the same address. Its site does not mention Switzerland, "Cyrpus", Cyprus or Mexico and there is no Swiss registered company of either name. The UK limited company is on the FSA register and listed at Companies House as company 03131722. The company is mentioned by International Adviser (includes interview with MD).
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  #78  
Old 15.11.2013, 14:12
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Re: Dealing with financial services "cold callers"

What I don't understand is why these discussions (on EF) are still continuing. Can there be anyone left that actually talks to cold callers?

I mean, I don't like to be rude to callers on my home number, given that there's a fair chance they might be genuine and that my French sometimes takes a minute to work them out, but even if they do get past the first introduction it's really, _really_ easy to put the phone down as soon as you realise.

I had one yesterday who wanted me to confirm my name and address and got really shirty when I simply repeated "Qu'est-ce que voulez?" every time she asked me. But honestly, why the hell would I give out, even as confirmation, my personal details to someone I don't know from Adam?
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  #79  
Old 15.11.2013, 14:22
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Re: Dealing with financial services "cold callers"

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I had one yesterday who wanted me to confirm my name and address and got really shirty when I simply repeated "Qu'est-ce que voulez?" every time she asked me. But honestly, why the hell would I give out, even as confirmation, my personal details to someone I don't know from Adam?
Because how else would that Nigerian prince know where to send the money, and those helpful Indian Microsoft consultants send instructions on installing the software you need to fix that problem you're not yet aware of?

So many scams. Have you considered wrapping them all up in QROPS (Qualifying Recognised Overseas Person Scams)?
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Old 20.11.2013, 10:49
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Re: Dealing with financial services "cold callers"

Another new name that I cannot mention: H***** International. This poor guy, who called from the U K K K K Kay, had some problem following the script, since we are all battle hardened here. Thanks people.
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