--000000000000178119062902006b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Below is a message we received about Terry Ubaldi's account. We NEVER send out docs anymore without the client first and last name being filled in as instructed as a way to fix the probelm of "email signatures". I just check Terry Ubaldi and her information was filled out with her email address and yet again her email was captured as the signature. I have resent the paperwork but I have no idea if it will happen again as the "fix" did not seem to work this time. Please help as this is fairly embarrassing having to keep going back to people and when it comes to their financial documents it diminishes trust. Regards, Cheryl ---------- Forwarded message --------- From: Tom Patterson Date: Wed, Dec 11, 2024 at 11:05=E2=80=AFAM Subject: Fwd: 163665 Terry Ubaldi - FIN-WELCOME CALL - [#1017477] To: Hi Joey, In review of the CCA and PAD agreement, the client signatures on both documents show as email addresses. Can the office please assist in getting corrected client signatures on both the CCA and PAD? Please let me know if you have any questions. Best regards, Tom Patterson Finance Onboarding Analyst 2 *Please note my email has changed:* tpatterson@thekey.com --000000000000178119062902006b Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Below is a message we r= eceived about Terry Ubaldi's account. We NEVER send out docs anymore wi= thout the client first and last name being filled in as instructed as a way= to fix the probelm of "email signatures". I just check Terry Uba= ldi and her information was filled out with her email address and yet again= her email was captured as the signature.=C2=A0 I have resent the paperwork but I h= ave no idea if it will happen again as the "fix" did not seem to = work this time. Please help as this is fairly embarrassing having to keep going bac= k to people and when it comes to their financial documents it diminishes tr= ust.=C2=A0 Regards, Cheryl=C2=A0 ---------- Forwarded message --------- = From:=C2=A0 Tom Patterson =C2=A0 < ltci@thekey.com > Date: Wed, Dec 11, 2024 at 1= 1:05=E2=80=AFAM Subject: Fwd: 163665 Terry Ubaldi - FIN-WELCOME CALL - [= #1017477] To: < joey.taylor@thekey.com > = Hi Joey,=C2=A0 In review of the CCA and PAD agreement, the client signatures on both docu= ments show as email addresses. Can the office please assist in getting corr= ected client signatures on both the CCA and PAD?=C2=A0 Please let me know if you have any questions.= =C2=A0 Best=C2=A0 regards,= =C2=A0 Tom Patterson Finance Onboarding= Analyst 2 Please note my email has changed: tpatt= erson@thekey.com --000000000000178119062902006b--