--000000000000e662980617687f70 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Steve and Timothy, Please see Brian's message below on a former client. The family is asking for reimbursement of funds taken from their account by a caregiver. I want to find out the next steps and if we have to make an insurance claim. Feel free to let me know if you can provide any guidance. Regards, Chuck ---------- Forwarded message --------- From: Brian Boxall Date: Wed, May 1, 2024 at 12:11=E2=80=AFPM Subject: Caregiver Theft To: Chuck Terlesky , Chandani Patel On Sept 8th, 2023 we had a report that CG Madhu Mehta was suspected of theft by taking the client for personal banking and having additional funds drawn. We immediately placed the caregiver on DNS and did not schedule her elsewhere. Caregiver denied any wrongdoing. Police were notified and investigated. According to client POA ,charges of theft have been laid against the Caregiver. Client family is now asking about potential legal remedy from TheKey. --=20 Brian Boxall Client Success Manager Direct 431 887 1785 Office 204 489 6000 TheKey.ca [image: TheKey] --=20 Chuck Terlesky B.A., CCPE General Manager Winnipeg and Calgary Calgary: 403-301-3777 Winnipeg: 204-489-6000 TheKey.ca [image: TheKey] --000000000000e662980617687f70 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi= =C2=A0Steve and Timothy, = Please see Brian's message below on a former client. The family is aski= ng for reimbursement of funds taken from their account by a caregiver.=C2= =A0 I want to find out th= e next steps and if we have to make an insurance claim.=C2=A0 Feel free to let me know if you can pr= ovide any guidance. Regar= ds, Chuck = ------= ---- Forwarded message --------- From: Brian Boxall < bboxall@thekey.com > Date: Wed, May = 1, 2024 at 12:11=E2=80=AFPM Subject: Caregiver Theft To: Chuck Terles= ky < cterlesky@thekey.com >= , Chandani Patel < cpatel@thekey.com= > On Sept 8th, 2023 we had a repor= t that CG Madhu Mehta was suspected of theft=C2=A0by taking the client for = personal banking and having=C2=A0 additional funds drawn. We immediately placed the caregiver on DNS and did not schedule=C2=A0her = elsewhere. Caregiver denied any wrongdoing. Police= =C2=A0were notified and investigated. According to client POA=C2=A0,charges= of theft have been laid against the Caregiver. Cl= ient family is now asking about potential legal remedy from TheKey. -- Brian Boxall Client Success Manager =C2=A0Direct 431 887 1