--000000000000b337f6062b37c489 Content-Type: multipart/alternative; boundary="000000000000b337f5062b37c488" --000000000000b337f5062b37c488 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, I confirmed the POA paperwork and the consent agreement is now good to go. Once the payment information has been received we can remove them from the audit. Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Wed, Jan 8, 2025 at 9:45=E2=80=AFAM Timon Page w= rote: > Morning Alejandro > > It does and I have uploaded it to the client's profile. > > 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 Tue, Jan 7, 2025 at 4:02=E2=80=AFPM Alejandro Aponte > wrote: > >> Thank you for the update: >> >> Does the Canada Trust Company have a document that they can provide us >> outlining them as POA over the client so we can have this document uploa= ded >> in WellSky? >> >> Regards, >> *Alejandro Aponte* >> Finance Onboarding Analyst III >> (408) 479-8654 >> TheKey.com >> [image: TheKey] >> >> >> On Mon, Jan 6, 2025 at 6:06=E2=80=AFPM Timon Page wrote: >> >>> 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 accordan= ce >>>> with our onboarding process. Also below is a breakdown of the over $69= K >>>> open balance for these client=E2=80=99s missing documentation listed b= y division. >>>> Please review and address the document attached in the link below, >>>> including any clients with a start month in Oct-Nov 2024 who account f= or >>>> 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 m= ade >>>> after the updated report has been generated will not be reflected unti= l 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 >>>>