Fwd: 164446 Fred Brown - FIN-WELCOME CALL - [#1039798]

From
Ariyan Green <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amanda.ilines1@thekey.com, tt@thekey.com
Date
Tue, 28 Jan 2025 15:14:22 +0000
Folder
INBOX
----==_mimepart_6798f44ec9cdf_3493fe9b590a7e8129016fa Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Timon, I am follow up per my previous email for the POA = document for our client Fred Brown. I would appreciate any updates you ca= n provide at this time. Thank you. Kind Regards,=C2=A0 Ariyan Green=C2= =A0 Finance Onboarding Analyst=C2=A0 Email: ltci@thekey.com=C2=A0 Ph: = 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 = = On Wed, 15 Jan at 4:59 PM , Timon Page wrote:= = Hi Ariyan = = Thank you for your emails. We are working on getting the POA documentati= on for the clients missing them. I have cc'd our HCL Amanda Ilines on thi= s email as this is her account and I=C2=A0wanted her to have line of sigh= t.=C2=A0 = = I will update you as soon as the documentation is in place. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Wed, Jan 15, 2025 at 4:37=E2=80=AFPM Ariyan Green wrote: = = = = = Hi Timon, = = I am auditing this client's onboarding documents and noticed that the pa= yment method provided on the PAD Agreement belongs to the client; however= , the form is signed by Deborah Brown. We will need a financial or durabl= e POA or written acknowledgment that Deborah is an authorized user on the= account. If obtaining the POA or proof is not feasible, could you please= request a new PAD Agreement signed directly by the client? We appreciat= e your understanding as we work to ensure everything is in order. Please = reach out if you have any questions or concerns.=C2=A0 = = = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 ----==_mimepart_6798f44ec9cdf_3493fe9b590a7e8129016fa Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good morning Timon, I am follow up per m= y previous email for the POA document for our client Fred Brown. I would = appreciate any updates you can provide at this time. Thank you. Kind Regards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0= Email: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Wed, 15 Jan at 4:59 PM , Timon Page &lt;t= imon.page@thekey.com&gt; wrote: Hi Ariyan Thank you for your emails. We are working on getting the POA documen= tation for the clients missing them. I have cc'd our HCL Amanda Ilines on= this email as this is her account and I=C2=A0wanted her to have line of = sight.=C2=A0 I will update you as soon as the documentation is in place. Best regards= , =C2=A0Timon Page General Manager, Ontario <td style=3D"font-size:14px;font-weight:bold;li

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