Re: 165495 John Bright - FIN-WELCOME CALL - [#1065086]

From
Dennis Fancy <dfancy@thekey.com>
To
Ariyan Green <clientservice@thekey.com>
CC
tt@thekey.com
Date
Wed, 5 Mar 2025 09:05:39 -0600
Folder
INBOX
--00000000000073dbdc062f99b993 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Ariyan. Dennis Fancy, BSP General Manager (204) 489-6000 TheKey.ca [image: TheKey] On Wed, Mar 5, 2025 at 8:28=E2=80=AFAM Ariyan Green wrote: > Good morning Dennis, > > It has come to my attention that the POA document has been uploaded to > Clearcare for our client John Bright. Nothing further is needed at this > time. Have a great rest of your week. > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > > > On Thu, 27 Feb at 9:19 AM , Ariyan Green > wrote: > Gjood morning Dennis, > > My name is Ariyan Green with the Finance Onboarding Team. It is a pleasur= e > to meet you! I am currently reviewing the onboarding documents for our > client, John Bright, and would like to verify with you the signature > provided on the Client Consent Agreement and PAD Agreement. If the client > signed these agreements, no updates are needed. However, if someone other > than the client signed, we will need proof that the individual is > authorized to sign the agreements and provide the client's banking > information. Please confirm whose signature is provided on the forms. > > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > 1065086:611100 > --00000000000073dbdc062f99b993 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Ariyan. Dennis Fancy, BSP General Manager (204= ) 489-6000 TheKey.ca On Wed, Mar 5, 2025 at 8:28=E2=80=AFAM Ariyan Green &lt; clientservice@thekey.com &gt; wrote= : Good morning Dennis, It has come to my attention that the POA document has been= uploaded to Clearcare for our client John Bright. Nothing further is neede= d at this time. Have a great rest of your week.=C2=A0 Kind Regards,=C2=A0 Ariyan Green <span style=3D"font-size:10pt;font-family:Verdana,sans-serif;color:rgb(112,= 112,112);background-color:transparent;font-weight:400;font-style:normal;fon= t-var

Thread (1)