Re: 162236 Jeannette Hartwig - FIN-WELCOME CALL - [#976664]

--000000000000de0b5a06298f7a6c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jeannine, We have to get a wet signature as the client cannot do pandadoc. Malin will go out this week and it should be uploaded before Monday. Thank you, Diane On Tue, Dec 17, 2024 at 4:35=E2=80=AFPM Jeannie Ortiz wro= te: > Hi Team, > > Ariyan or I haven't received a response. How are we proceeding with this > request? > > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Fri, 13 Dec at 4:16 PM , Ariyan Green wrote: > Hi Diane, > > I am following up per Jeannie's email to confirm if the Consent Agreement > has been completed. Currently, the last page of the form with the > "Statement of Confidentiality" is not signed. My initial request to you w= as > on November 13th and I have not received an update. I would appreciate if > you can provide any updates at this time. Thank you. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Wed, 20 Nov at 11:17 AM , Jeannie Ortiz wrote: > Good Day, > > I am following up on Ariyan's question above. If the client's bill of > rights is not signed, is this an issue? Should this be signed? > > Thank You, > Jeannie Ortiz > Finance Onboarding & Experience Manager > jeannie.ortiz@thekey.com > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > On Wed, 13 Nov at 10:02 AM , Ariyan Green wrote: > Good morning Diane, > > I am reviewing this client as part of my welcome call audit and I noticed > that the Client Bill of Rights is not signed by the client. Does this > section require a signature? If so, please assist the client to sign the > Bill of Rights where indicated so that the CCA is accurate. Thank you for > your attention to this matter. > > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > 976664:611100 > --000000000000de0b5a06298f7a6c Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Jeannine, We have to get a wet signa= ture as the client cannot do pandadoc. Malin will go out this week and it s= hould be uploaded before Monday. Thank you, Diane On Tue, Dec 17, 2024 at 4:35=E2=80=AFP= M Jeannie Ortiz < ltci@thekey.com &= gt; wrote: Hi Team, Ariyan or I haven't received a response. How are we pr= oceeding with this request? Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.= ortiz@thekey.com =C2=A0 Phone: 866-226-1702|Fax: 813-= 693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 On Fri, 13 Dec at 4:16 PM , Ariyan Green < ltci@thekey.com > wrote: Hi Diane, I am following up per Jea= nnie's email to confirm if the Consent Agreement has been completed. Cu= rrently, the last page of the form with the "Statement of