--00000000000064c3320623e702fa Content-Type: multipart/alternative; boundary="00000000000064c3320623e702f9" --00000000000064c3320623e702f9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi there I just looked at Sharon Wiebe and I cannot see anything wrong as the credit card information is there? Alejandro do you know what am I missing? I know Anderson has sent payment and Vanja has reached out to billing with the new instructions so that has also been dealt with as of this weekend. Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Mon, Oct 7, 2024 at 10:36=E2=80=AFAM Timothy Thomas wrot= e: > Hi Sharon, > > Please get your two clients loaded ASAP and let @Alejandro Aponte > know when it's done. > > Thanks! > Tim > > ---------- Forwarded message --------- > From: > Date: Mon, Oct 7, 2024 at 1:10=E2=80=AFPM > Subject: 10/07/24 - Action Required - $28k Open Balance - New Client Audi= t > Results > To: , Michelle Kenaga michelle.kenaga@thekey.com>, Coddye Ring-Noonan coddye.ringnoonan@thekey.com>, Gayle Soulides , > Melissa Reyes , Audra Williams audraw@thekey.com>, Alicia Broussard , Alisha Wise > , Amy Harris , Araceli Gutierrez araceli.gutierrez@thekey.com>, Cassi Gilkeson , > Cathy Goffredo , Kimberly Guerci kguerci@thekey.com>, Yukari Roberts , Beth Ann > Rosario , Claudia Hernandez chernandez@thekey.com>, Jessica Pascasio , Karoline > Da Silva , Diane Mockenhaupt dmockenhaupt@thekey.com>, Matt Nyberg , Leigh Smith leigh.bryantsmith@thekey.com>, Kelley Richard , > Tiffany Silton , Grace Labrecque glabrecque@thekey.com>, Jennifer Geist , slaxamana@thekey.com>, , , apuckett@thekey.com>, , , > , , , joey.taylor@thekey.com>, , , generalmanagers@thekey.com>, , emily.swackhamer@thekey.com> > Cc: Sarah Powers , Alan Badger , > Elizabeth Clark , Laszlo Kovacs laszlo.kovacs@thekey.com>, Paul Kahn , Lito > Delapena , , kevin.murray@thekey.com>, , jennifer.lane@thekey.com>, , amanda.ominsky@thekey.com>, , glane@thekey.com>, , , melani.breach@thekey.com>, , , geraldine.nath@thekey.com>, > > > Hello Everyone, > > > > I hope you all had a great weekend. > > > > Please see the below summary by division for clients in need of attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $28K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in June 2024 - Aug 2024 who account for over $7k of > these open balances. The deadline for September commissions is Friday Oct= ober > 11th, please reach out to Alejandro Aponte, and Jeannie Ortiz with any > questions. ***Please note changes made after the updated report has been > generated will not be reflected until the client is re-audited and an > updated report is generated. > > >