Re: 167620 Irene Wilcox - FIN-WELCOME CALL - [#1109811]

From
Jinniefer Castillo <jinniefer.castillo@thekey.com>
To
Diane Mockenhaupt <dmockenhaupt@thekey.com>
CC
Client Service <clientservice@thekey.com>, tt@thekey.com
Date
Tue, 20 May 2025 14:12:28 -0500
Folder
INBOX
--Apple-Mail-4C2FA5E4-5B58-4CE6-9934-EEBB7E6BC1E1 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Yes, I am working on it. Sent from my iPhone On May 20, 2025, at 1:26=E2=80=AFPM, Dia= ne Mockenhaupt &lt;dmockenhaupt@thekey.com&gt; wrote: =EF=BB=BF Jin= ny, Please get necessary information for Irene Wilcox. Thank you, Diane On= Tue, May 20, 2025 at 1:22=E2=80=AFPM Client Service &lt; clientservice@thekey.com &gt; wrote: Hello Diane, I am reviewing the onboarding documents for our client, Irene Wilcox, a= nd noticed that while the Consent Agreement has been signed by the client, t= he payment method provided belongs to Richard Wilcox. To proceed, we will need an updated CCA listing Richard as the Responsib= le Party, along with his signature, if his payment is to be used for the cli= ent's services. Please let me know if you have any questions or concerns. I appreciate y= our assistance. Kind Regards,&nbsp; Ariyan Green Finance Onboarding Analyst|&nbsp; TheKey Mobil= e: 855.205.8007 &nbsp; 1109811:611100 </

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