Re: Calgary/Winnipeg Client Consent Agreements Changes

From
Lito Delapena <lito.delapena@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>, eclark@thekey.com, Alyson Rohane <alyson.rohane@thekey.com>
Date
2023-12-11 12:11:07
Folder
INBOX
--0000000000007aaf9a060c4189b0 Content-Type: multipart/related; boundary="0000000000007aaf9a060c4189af" --0000000000007aaf9a060c4189af Content-Type: multipart/alternative; boundary="0000000000007aaf98060c4189ae" --0000000000007aaf98060c4189ae Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Tim, Updated the Montreal (English) version of the CC PAF to include Postal Code vs Zip code. See attached. Thank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Mon, Dec 11, 2023 at 6:14=E2=80=AFAM Timothy Thomas wrot= e: > Thanks Lito. > > Could I ask that you change the "Zip" to "Postal Code" on the English > Montreal version, otherwise we're good. > > On Fri, Dec 8, 2023 at 4:26=E2=80=AFPM Lito Delapena > wrote: > >> Hi Tim >> >> Updated the English and French PAF for Montreal and have included a >> general CAD Credit card PAF that can be used for all other locations whe= re >> a client opts to use a CC vs PAD >> >> Please let me know if there is anything else I can assist with. >> >> Thank you, >> >> Lito Delapena >> Help Desk Manager >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Wed, Dec 6, 2023 at 11:03=E2=80=AFAM Timothy Thomas w= rote: >> >>> Hi Lito, >>> >>> Thank you for this. Please note that for Montreal (Quebec), we cannot >>> apply the 2.7% credit card fee as per provincial law. >>> >>> @Steve Koyanagi to your point in the other >>> thread can we use a single PAF form for all of Canada (minus Montreal)?= I >>> see no mention of the local entities on the form. If yes then I prefer >>> the Vancouver format. >>> >>> If the above is ok, we would need a stand alone credit card form in >>> English and French without the fee language for Montreal which would on= ly >>> be used for clients who refuse PAD. >>> >>> I hope that makes sense. >>> Thanks >>> Tim >>> >>> >>> >>> >>> On Wed, Dec 6, 2023 at 12:11=E2=80=AFPM Lito Delapena >>> wrote: >>> >>>> HI Team, >>>> >>>> I have updated the CC PAF template for our CAD clients to include the >>>> 2.7% Surcharge Verbiage. @Timothy Thomas I noticed >>>> that the forms did not include American Express as one of the Credit C= ard >>>> Options, should this be added be added? I have also updated the French >>>> version of the Montreal PAF, if you can please review and let me know = if >>>> adjustments are needed. >>>> >>>> Thank you, >>>> >>>> Lito Delapena >>>> Help Desk Manager >>>> * Please note my email has changed: * >>>> lito.delapena@thekey.com >>>> >>>> 619-722-8561 Ext. 190013 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Wed, Dec 6, 2023 at 8:49=E2=80=AFAM Steve Koyanagi >>>> wrote: >>>> >>>>> Sounds good; feel free to reach out to me as needed. >>>>> >>>>> On Wed, Dec 6, 2023 at 5:41=E2=80=AFAM wrote: >>>>> >>>>>> Hi Steve >>>>>> >>>>>> >>>>>> >>>>>> Tha