--000000000000d02599062b240f16 Content-Type: multipart/alternative; boundary="000000000000d02597062b240f15" --000000000000d02597062b240f15 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the update: Does the Canada Trust Company have a document that they can provide us outlining them as POA over the client so we can have this document uploaded in WellSky? Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Mon, Jan 6, 2025 at 6:06=E2=80=AFPM Timon Page w= rote: > Hi Alejandro > > I have reached out to the POA for Sheila Grosett which is a private trust > run by TD Wealth Management for documentation. I have updated the payment > info and Michelle Hudgins has been in contact as well regarding payment. = I > will update you as soon as I hear back. > > 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, Jan 6, 2025 at 4:38=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> I hope you all had a great weekend. >> >> >> >> 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 $69K 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-Nov 2024 who account for over $15k of these >> open balances. *The deadline for December commissions is Friday January >> 10th*, 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 $33k >> in total with over $4K open for clients with start dates in Oct-Nov 2= 024 >> and has the largest # of clients that have started services in need o= f >> attention at 41. >> - East Division currently has the second largest open balance at over >> $20k in total with over $11k open for clients with start dates in Oct= -Nov >> 2024 and has the second largest # of clients that have started servic= es in >> need of attention at 21. >> >> >> >> >> >> *Approx $69k open balance due for clients with a missing/incomplete >> Client Consent Agreement or payment authorization forms. $15k open balan= ce >> for clients with start dates in Oct-Nov 2024.* >> >> >> >> >> >> >> >> 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