--0000000000002377a9062b11ae23 Content-Type: multipart/alternative; boundary="0000000000002377a6062b11ae22" --0000000000002377a6062b11ae22 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro I have reached out to the POA for Sheila Grosett which is a private trust run by TD Wealth Management for documentation. I have updated the payment info and Michelle Hudgins has been in contact as well regarding payment. I will update you as soon as I hear back. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Mon, Jan 6, 2025 at 4:38=E2=80=AFPM wrote: > 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 $69K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with a start month in Oct-Nov 2024 who account for over $15k of these > open balances. *The deadline for December commissions is Friday January > 10th*, please 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 currently has the largest open balance at over $33k in > total with over $4K open for clients with start dates in Oct-Nov 2024 = and > has the largest # of clients that have started services in need of > attention at 41. > - East Division currently has the second largest open balance at over > $20k in total with over $11k open for clients with start dates in Oct-= Nov > 2024 and has the second largest # of clients that have started service= s in > need of attention at 21. > > > > > > *Approx $69k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $15k open balance for > clients with start dates in Oct-Nov 2024.* > > > > > > > > Please note that recent Google updates has changed how the file appears > when you open it as a commentor. Once you open the Google Sheet you will > need to click the drop-down arrow on the right-hand side of the sheet to > expand the menu. This will allow you to download the spreadsheet by going > to File > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new