RE: RBC Secure Email: RE: New client - Valerie Pasztor - [#947563]

From
Laszlo Kovacs <laszlo.kovacs@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
TheKey Billing <billing@thekey.com>, Cheryl Cartwright <ccartwright@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, tt1@thekey.com, lito.delapena@homecareassistance.com, Michelle Hudgins <michelle.hudgins@thekey.com>
Date
Wed, 11 Sep 2024 12:54:26 -0500
Folder
INBOX
--0000000000008bd6140621dbae41 Content-Type: multipart/alternative; boundary="0000000000008bd6130621dbae40" --0000000000008bd6130621dbae40 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good. Thanks Tim. *From:* Timothy Thomas *Sent:* Wednesday, September 11, 2024 6:29 AM *To:* Laszlo Kovacs *Cc:* Cathy Saari ; ccartwright@thekey.com; joey.taylor@thekey.com; tt1@thekey.com; lito.delapena@homecareassistance.co= m; michelle.hudgins@thekey.com *Subject:* Re: RBC Secure Email: RE: New client - Valerie Pasztor - [#947563] Having worked with RBC in the past this has always been their requirement. We=E2=80=99ll need to make an exception. Thank you. On Tue, Sep 10, 2024 at 11:40=E2=80=AFPM Laszlo Kovacs wrote: My vote is to maintain requirement for auto-pay, but ultimately Tim=E2=80= =99s call if he wants to make the exception here. On Sep 9, 2024, at 2:48=E2=80=AFPM, Cathy Saari wrote: =EF=BB=BF Hi, The Royal Trust Company is acting as Power of Attorney for Dr. Valerie Pasztor and will be responsible for making the payments on her behalf. They are requesting to make payments via EFT and not be on autopay through their PAD. Tim and Laszlo, please let me know if this is something you want to approve. =E2=80=8B Thanks, Cathy Billing Help Desk billing@thekey.com 1-866-226-1702 8:00AM-5:00PM EST Monday-Friday On Thu, 5 Sep at 7:30 PM , CherylCartwright wrote: Good evening, I have cc=E2=80=99d billing here to make whatever changes you need. @billing@thekey.com please let me know if you need something from me. Thanks, Cheryl On Thu, Sep 5, 2024 at 3:24=E2=80=AFPM Guerriero, Julia wrote: Hi Cheryl, I hope all is well. I received the attached e-mail and have confirmed to receive notifications from The Key. Kay received a separate e-mail to subscribe to online billing, however I did not receive such an e-mail. Can you please let me know how we will be receiving the invoices? Can you please also confirm that Kay=E2=80=99s banking information has been removed from the file? Thank you for your help! Kind regards, *Julia Guerriero* | Charg=C3=A9e de comptes, Associ=C3=A9e, RBC Gestion de patrimoine, Trust Royal |* Compagnie Trust Royal |* T=C3=A9l. 514.874.3029 = | T=C3=A9l=C3=A9c. 514.874.2911 | 1 Place Ville-Marie , 12e =C3=A9tage, Suite 1240 | Montr=C3=A9al (Qu=C3=A9bec) H3B 4P5 | julia.gu= erriero@rbc.com Associate Trust Officer*, *RBC Wealth Management, Royal Trust | *The Royal Trust Company |* T. 514.874.3029 | F. 514.874.2911 | 1 Place Ville-Marie, 12th Floor, Suite 1240 | Montr=C3=A9al (Qu=C3=A9bec) H3B 4P5 | julia.guerriero@rbc.com *From:* Cheryl Cartwright *Sent:* Thursday, August 29, 2024 3:34 PM *To:* Guerriero, Julia ; TheKey Billing ; Joey Taylor *Cc:* mlicoudis@thekey.com; Berthiaume, Jos=C3=A9e (She/Her/Hers) *Subject:* Re: RBC Secure Email: New client - Valerie Pasztor [External]/[Externe] Good Afternoon Julia, Attached is the form for our JP Morgan account where payments should be made. Invoices can be s