Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]

From
Sharon Speirs <sspeirs@thekey.com>
To
Jeannie Ortiz <clientservice@thekey.com>
CC
tt@thekey.com
Date
2025-02-20 14:31:44
Folder
INBOX
--000000000000f6af12062e9a70bb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will ask him to resend the whole document but to be honest its doubtful he even will still have it as getting this was like pulling teeth. I will try Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Thu, Feb 20, 2025 at 2:00=E2=80=AFPM Jeannie Ortiz wrote: > Hi Sharon, > > Thank you so much for uploading the CCA agreement. However, could we > obtain a more complete version of this agreement? It would be helpful to > have the full document on hand in case compliance requests it. > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Fri, 14 Feb at 10:43 AM , Erea=E2=80=99unah Thomas > wrote: > Good Day! > > I hope all is well! I'm reaching out because client Lesley Ann Shorehouse > is missing consent agreement and payment auth form? Could you confirm wit= h > me if client no longer wants to receive services? If not please deactivat= e > client profile. Wellsky charges the company $12.00 for each client that's > activate. If client will be receiving services from us, please upload the > consent agreement and payment auth. Thank you so much! > > Kind Regards, > > *Ereaunah Thomas * > *Email: *ltci@thekey.com > *PH:* 855-205-8007 > *Fax:* 813-693-5625 > > > 1058229:611100 > --000000000000f6af12062e9a70bb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I will ask him to resend the whole document but to be= honest its doubtful he even will still have it as getting this was like pu= lling teeth. I will try Sharon Sharon, Speirs General Manager Vancouver, BC Office: 7= 78.279.3634 sspeirs= @thekey.com TheKey.ca =C2=A0=C2=A0 = On Thu, Feb 20, 2025 at 2:00=E2=80=AFPM Jeannie Ortiz &lt;<a hre= f=3D"mailto:client

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