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  #121  
Old 03.06.2014, 00:15
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Re: Dealing with financial services "cold callers"

Our office got hit last week by the beer group. It's not clear how they got hold of the mobile numbers of everyone but one by one our phones rang. They informed each staffer that I, (the boss) had entered into an agreement with them as the preferred provider of financial advice. Their script was so well rehearsed that when it was my turn they read my own name out as the person that had put them in touch with me!?!? Brilliant. Luckily I had seen this thread so thank you EF.

I told them all our calls are recorded and I'd report them to FINMA. She hung up, how rude.
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  #122  
Old 05.06.2014, 11:56
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Re: Dealing with financial services "cold callers"

I got my regular monthly call yesterday from the beer group.
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  #123  
Old 05.06.2014, 12:48
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Re: Dealing with financial services "cold callers"

When I have one of these perfect strangers call me on my mobile asking me how i am doing today I just reply in French. It usually stops the conversation.
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  #124  
Old 05.06.2014, 12:49
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Re: Dealing with financial services "cold callers"

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When I have one of these perfect strangers call me on my mobile asking me how i am doing today I just reply in French. It usually stops the conversation.
Yeah, cos everyone knows the French have no money.
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  #125  
Old 05.06.2014, 13:31
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Re: Dealing with financial services "cold callers"

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Yeah, cos everyone knows the French have no money.
Cos everyone knows English and American sales guys are perfectly monolingual
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  #126  
Old 05.06.2014, 13:49
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Re: Dealing with financial services "cold callers"

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Our office got hit last week by the beer group. It's not clear how they got hold of the mobile numbers of everyone but one by one our phones rang. They informed each staffer that I, (the boss) had entered into an agreement with them as the preferred provider of financial advice. Their script was so well rehearsed that when it was my turn they read my own name out as the person that had put them in touch with me!?!? Brilliant. Luckily I had seen this thread so thank you EF.

I told them all our calls are recorded and I'd report them to FINMA. She hung up, how rude.
It's amazing how De Beer group are still allowed to operate... they clearly have zero morals and zero professional integrity. There must be TONS of complaints about them, so why has no-one stamped down on them yet?
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  #127  
Old 05.06.2014, 14:13
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Re: Dealing with financial services "cold callers"

this makes interesting reading and sorry if its been posted before, I couldn't be bothered to read from post 1 (sorry):

beer
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  #128  
Old 03.09.2014, 13:41
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Re: Dealing with financial services "cold callers"

Has anyone heard of Kohler & Associates? Is this another firm like dBeers?

Can't find anything bad about them but received a note today from someone wanting to "partner" with my firm.

-fduvall
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  #129  
Old 03.09.2014, 13:52
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Re: Dealing with financial services "cold callers"

What about G******n ( UK daily newspaper) W****h ( rhymes with health) management?

Are they the same kind of set up? They seem to be seriously targeting OH's company at the moment.
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  #130  
Old 03.09.2014, 13:57
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Re: Dealing with financial services "cold callers"

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What about G******n ( UK daily newspaper) W****h ( rhymes with health) management?

Are they the same kind of set up? They seem to be seriously targeting OH's company at the moment.
They have come up on here a few times as being exactly the same type of operation as de Beer's...

To be honest, whatever the name, it's the same deal: anyone cold calling you to offer financial advice should be told to take a long walk off a short pier. How vigorously you put this point to them is up to you
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  #131  
Old 03.09.2014, 13:58
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Re: Dealing with financial services "cold callers"

I'm tempted to have them blocked at our switchboard. I can't be the only one to suffer this BS.
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  #132  
Old 03.09.2014, 14:02
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Re: Dealing with financial services "cold callers"

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They have come up on here a few times as being exactly the same type of operation as de Beer's...

To be honest, whatever the name, it's the same deal: anyone cold calling you to offer financial advice should be told to take a long walk off a short pier. How vigorously you put this point to them is up to you
This was what we thought and OH is a bit concerned that they seem to have convinced a few vulnerable people.
They seem to have got their foot in the door somehow and when they're on the premises having 'meetings' with the suckers who fell for their spiel they are randomly accosting people in the building.
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  #133  
Old 04.09.2014, 15:16
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Re: Dealing with financial services "cold callers"

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Please do not cancel the meeting. Instead set up the meeting in a very difficult to reach place (by public transport as the beerers have no cars). They waste your time > you waste theirs
I must admit I've been tempted by this, like the Auberge Communale in St. Georges, or the Col du Marchairuz. Has anyone actually ever dared to do this?
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  #134  
Old 04.09.2014, 15:29
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Re: Dealing with financial services "cold callers"

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I must admit I've been tempted by this, like the Auberge Communale in St. Georges, or the Col du Marchairuz. Has anyone actually ever dared to do this?
In the past I would make appointments when I knew I would not be at home, which being freelance is most of the time . After several missed appointments they cross you off the list .
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  #135  
Old 23.10.2014, 11:57
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Re: Dealing with financial services "cold callers"

A new interview to go with the old ones.

Articles about "that" fund.
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  #136  
Old 23.10.2014, 14:24
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Re: Dealing with financial services "cold callers"

I was contacted by these guys who rhyme with beer, who discussed a QROPS plan, which appears to have some advantages for me given my situation. At that time I had not read EF, so was rather unfamiliar with their "unique" offering.


However, after asking the advisor about charges it appears that their fund offering is limited and charges about £2k per annum in admin fees. Then their asset allocation page is mainly devoted to structured products charging 4% commissions. And offers no passive products. And you need to leave 10% of your asset allocation in cash to cover their fees, which suggests their fees might be a bit of a performance drag. I've asked the guy to send me a full breakdown of their fee structure.


Anyone found a firm offering QROPs for a reasonable fee?
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  #137  
Old 23.10.2014, 14:46
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Re: Dealing with financial services "cold callers"

They have been harassing me for weeks recently in order to "update" me on developments with "my" international pension in Ireland. Pure nonsense as I do not have any Irish pension rights although I did work in Ireland, which is information they took from my linkedin profile. Basically they just make up a story that does not sound as it they want to sell you something in order to get into the door. It's borderline illegal imo and certainly immoral. After telling them twice that I was not interested in their services, they kept going on about making an appointment later and outside work. I told the lady the 3rd time that I will inform FINMA if they continue to call me while I have told them that I do not wish to be contacted again. They said they just want to help me and inform me... The 4th time I asked the person's name and said I will write to the regulator (Given I work in a bank I actually have the direct contact to these people). It stopped for a week then but now a different guy calling from the same number tries to contact me through the general phone line about "international pension reviews". I have asked internally to block the phone-number.
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  #138  
Old 05.11.2014, 11:41
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Re: Dealing with financial services "cold callers"

Apparently, De-Ve-re has a do-not-call list. Ask to be on it when they call. It seems to stop all selling discussion immediately.

I don't believe I'm on it though.......we'll see next month.

I'll keep an eye on who's viewing my LinkedIn profile as that's where they seem to get the names from.
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  #139  
Old 05.11.2014, 11:49
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Re: Dealing with financial services "cold callers"

in addition, I have the local.ch phonebook installed on my Android phone and it cannot look up the number to a company but tells me that it is suspected telemarketers

+41435507307

I guess it might come from +41435507300 and onwards

You might want to add a contact with "do not answer" if they're hitting your cellphone
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  #140  
Old 05.11.2014, 11:51
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Re: Dealing with financial services "cold callers"

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Apparently, De-Ve-re has a do-not-call list. Ask to be on it when they call. It seems to stop all selling discussion immediately.

I don't believe I'm on it though.......we'll see next month.

I'll keep an eye on who's viewing my LinkedIn profile as that's where they seem to get the names from.
I've noticed this too - I see on my profile that someone in the finance business has looked on my profile (it doesn't usually give the name of the company) and I can be pretty sure that within the next few days someone will try and call me. There's no reason for such people to look at my profile, as I have nothing to do with finance. If they call the switchboard, the call will generally be filtered by our clever operators.
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