--000000000000896a79061c377904 Content-Type: multipart/related; boundary="000000000000896a78061c377903" --000000000000896a78061c377903 Content-Type: multipart/alternative; boundary="000000000000896a77061c377902" --000000000000896a77061c377902 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Please take a look at the New Client Audit and upload and/or correct the CCA and PAF for the clients on the list. Thank you so much! ---------- Forwarded message --------- From: Date: Mon, Jul 1, 2024 at 2:04=E2=80=AFPM Subject: 07/01/24 - Action Required - $26k Open Balance - New Client Audit Results To: , Michelle Kenaga , Coddye Ring-Noonan , Gayle Soulides , Melissa Reyes , Audra Williams , Alicia Broussard , Alisha Wise , Amy Harris , Araceli Gutierrez , Cassi Gilkeson , Cathy Goffredo , Kimberly Guerci , Triff Cook , Yukari Roberts = , Beth Ann Rosario , Claudia Hernandez , Jennifer Piper , Jessica Pascasio , Karoline Da Silva , Diane Mockenhaupt , Matt Nyberg , Leigh Smith , Kelley Richard , Tiffany Silton , Grace Labrecque , Jennifer Geist , , , , , , , , , , , , , , Cc: Sarah Powers , Alan Badger , Elizabeth Clark , Laszlo Kovacs , Paul Kahn , Lito Delapena , , , , , , , , , , , , , 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 $26K open balance for these client=E2=80=99s missing documentation listed by division. Please= review and address the document attached in the link below, including any clients with start months in Mar 2024 - May 2024 who account for over 8K of these open balances. *The deadline for June commissions is Friday July 5th *, ple= ase 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. Please click here to review the updated audit tracker. - West Division has the largest open balance at just over $13k in total with $400.08 open for clients with start dates in Mar 2