--000000000000b36a9906387a204c Content-Type: multipart/alternative; boundary="000000000000b36a9806387a204b" --000000000000b36a9806387a204b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Timon. I have removed both Gerhild Unny & Roman & Barbara Humeniuk from the audit! *Alejandro Aponte* Finance Onboarding Analyst III | TheKey Mobile: (408) 479-8654 On Tue, Jun 24, 2025 at 9:28=E2=80=AFAM Timon Page = wrote: > Good morning Alejandro > > The necessary documents for the 2 Oakville clients have been uploaded to > the respective CC profiles. I have one of my CSMs working on the > documentation for the Toronto client. I will update you as soon as they > have been uploaded. > > Have a great day! > > 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 Mon, Jun 23, 2025 at 5:48=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> I hope you all had a great weekend. >> >> >> >> Please see the below summary by region for clients in need of attention >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $10k open bala= nce >> for these client=E2=80=99s missing documentation listed by region. Pleas= e review >> and address the document attached in the link below, including any clien= ts >> with a start month in Dec-May 2025 who account for over $6k of these >> open balances. The deadline for June commissions is Friday July 11th, pl= ease >> 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 repo= rt >> is generated. >> >> >> >> Please click here to review the updated audit tracker. >> >> >> >> >> - *Greater SD Region* currently has the largest open balance at over >> $3k in total with over $3k open for clients with start dates in Dec-M= ay >> 2025. and >> - *Bay Area Region* currently has the largest # of clients that have >> started services in need of attention at 13 and currently has the sec= ond >> largest open balance at over $2k in total with $784.60 open for clien= ts >> with start dates in Dec-May 2025 >> - *Southeast Region *currently has the second largest # of clients >> that have started services in need of attention at 12. >> >> >> >> *Approx $10k open balance due for clients with a missing/incomplete >> Client Consent Agreement or payment authorization forms. $6k open balanc= e >> for clients with start dates in Dec-May 2025.* >> >> >> >> >> >> >> >> >> >> >> >> Please note that recent Google updates has changed how the file appears >> when you open it as a commentor. Once you open the Google Sheet you will >> need to click the drop-down arrow on the right-hand side of the sheet to >> expand the menu. This will allow you to download t