Re: 163464 Vincent Cheng - FIN-WELCOME CALL - [#1010371]

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Ariyan Green <ltci@thekey.com>, DeAnna Brown <deanna.brown@thekey.com>, Joey Taylor <joey.taylor@thekey.com>
CC
tt@thekey.com
Date
Wed, 11 Dec 2024 15:49:16 -0400
Folder
INBOX
--000000000000870338062903e5b6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan, I don't know how to fix this. Every step we have been instructed to take to mitigate this is being followed. I can keep resending them but it is not fixing the issue. The signer's first and last name is entered in PandaDoc correctly. Do you want me to send as a PDF? Cheryl On Tue, Dec 10, 2024 at 5:49=E2=80=AFPM Ariyan Green wrot= e: > Good afternoon Cheryl, > > I am following up per my previous email for an updated PAD Agreement and > Client Consent Agreement for our client Vencent Cheng. I would appreciate > any updates you can provide at this time. Thank you. > > CCA and Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > > On Fri, 6 Dec at 5:16 PM , Ariyan Green wrote: > Hi Cheryl, > > I am reviewing the onboarding documents for our client Vincent Cheng and > noticed the PAD Agreement and Client Consent Agreement were both signed > using an email address instead of the signee's first and last name. Could > you please work with the point of contact to obtain signatures for these > documents? Do not hesitate to reach out if you have any questions. > > Kind Regards, > Ariyan Green > Finance Onboarding Analyst > Email: ltci@thekey.com > Ph: 855-205-8007 > Fax: 813-693-5625 > > > 1010371:611100 > --000000000000870338062903e5b6 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan, I don&#39;t know how to fix = this. Every step we have been instructed to take to mitigate this is being = followed. I can keep resending them but it is not fixing the issue. The sig= ner&#39;s first and last name is entered in PandaDoc correctly. Do you want= me to send as a PDF? Cheryl=C2=A0 = On Tue, Dec 10, 2024 at 5:49=E2=80=AFPM Ariyan Green &lt; ltci@thekey.com &gt; wrote: Good afternoon Cheryl, I am following up per my = previous email for an updated PAD Agreement and Client Consent Agreement fo= r our client Vencent Cheng. I would appreciate any updates you can provide = at this time. Thank you.=C2=A0 =C2=A0CCA and Kind Regard= s,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 Email: ltci@thekey.com =C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2=A0 On Fri, 6 Dec at 5:16 PM , Ariyan Green &lt; ltci@thekey.com &gt; wrote: Hi C= heryl, =C2= =A0I am reviewing the onboarding documents for our client Vincent Cheng and= noticed the PAD Agreement and Client Consent Agreement were both signed us= ing an email address instead of the signee&#39;s first and last name. Could= you please work with the point of contact to obtain signatures for these d= ocuments? Do not hesitate to reach ou

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