Fwd: 162236 Jeannette Hartwig - FIN-WELCOME CALL - [#976664]

From
Ariyan Green <ltci@thekey.com>
To
dmockenhaupt@thekey.com
CC
jeannie.ortiz@thekey.com, malin.maleegrai@thekey.com, mlemus@thekey.com, tt@thekey.com
Date
Fri, 13 Dec 2024 21:16:03 +0000
Folder
INBOX
----==_mimepart_675ca4137db16_1c53fc1567b4bc8210613ca Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, I am following up per Jeannie's email to confirm if the Con= sent Agreement has been completed. Currently, the last page of the form w= ith the "Statement of Confidentiality" is not signed. My initial request = to you was on November 13th and I have not received an update. I would ap= preciate if you can provide any updates at this time. Thank you.=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 = = On Wed, 20 Nov at 11:17 AM , Jeannie Ortiz wrote: = Good Day, = = I am following up on Ariyan's question above. If the client's bill of ri= ghts is not signed, is this an issue? Should this be signed? = = Thank You,=C2=A0 Jeannie Ortiz = Finance Onboarding & Experience Manager = jeannie.ortiz@thekey.com=C2=A0 = = Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 = = = = = = = On Wed, 13 Nov at 10:02 AM , Ariyan Green wrote: = = Good morning Diane, = = I am reviewing this client as part of my welcome call audit and I notice= d that the Client Bill of Rights is not signed by the client. Does this s= ection require a signature? If so, please assist the client to sign the B= ill of Rights where indicated so that the CCA is accurate. Thank you for = your attention to this matter.=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 ----==_mimepart_675ca4137db16_1c53fc1567b4bc8210613ca Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Diane, I am following up pe= r Jeannie's email to confirm if the Consent Agreement has been completed.= Currently, the last page of the form with the "Statement of Confidential= ity" is not signed. My initial request to you was on November 13th and I = have not received an update. I would appreciate if you can provide any up= dates at this time. Thank you.=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 On Wed, 20 Nov at 11:17 AM , Jeannie Ortiz &l= t;ltci@thekey.com&gt; wrote: Good Day, I am following up on Ariyan's question above. If the cli= ent's bill of rights is not signed, is this an issue? Should this be sign= ed? Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding &amp; Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 <img src=3D"https://ci3.googleusercontent.com/proxy/wEJEqVPGg4J91w= CsbY-DIjgycOvZPYbeie-E6WSayZso_cmcCX_oH_b7FY0N7q9Ae2xTOXYL-xBSjysXhCuieob= BoA=3Ds0-d-e1-ft#https://signature.thekey.com/img/tk_logo_s