--00000000000042ac05062d9421fe Content-Type: multipart/alternative; boundary="00000000000042ac04062d9421fd" --00000000000042ac04062d9421fd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Timon, please see the below notes: Pietersma - corrected documents have been uploaded *- Client has been removed from the audit.* Robinson - corrected CCA is uploaded, waiting on PAD Seraphim - corrected documents have been uploaded *- Client has been removed from the audit.* Brown - hard copy of POA document has been obtained, it will be uploaded shortly*- Client has been removed from the audit.* Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Wed, Feb 5, 2025 at 5:07=E2=80=AFPM Timon Page w= rote: > Hi Alejandro > > Here is an update on some of the clients on the list for Toronto/Waterloo= : > > Pietersma - corrected documents have been uploaded > Robinson - corrected CCA is uploaded, waiting on PAD > Seraphim - corrected documents have been uploaded > Brown - hard copy of POA document has been obtained, it will be uploaded > shortly > > Remaining clients have been contacted and documentation will be uploaded > as soon as possible. > > > 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 Wed, Feb 5, 2025 at 4:55=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $77k open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with a start month in Oct-Dec 2024 who account for over $25k of these >> open balances. *The deadline for January commissions is Friday February >> 7th*, 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 $49k >> in total with over $11K open for clients with start dates in Oct-Dec = 2024 >> and has the largest # of clients that have started services in need o= f >> attention at 55. >> - West Division currently has the second largest open balance at over >> $26k in total with over $13k open for clients with start dates in Oct= -Dec >> 2024 and has the second largest # of clients that have started servic= es in >> need of attention at 30. >> >> >> >> >> >> >> >> *Approx $77k open balance due for clients with a missing/incomplete >> Client Consent Agre