Re: 167620 Irene Wilcox - FIN-WELCOME CALL - [#1109811]

From
Client Service <clientservice@thekey.com>
To
jinniefer.castillo@thekey.com
CC
dmockenhaupt@thekey.com, tt@thekey.com
Date
Thu, 22 May 2025 18:18:38 +0000 (UTC)
Folder
INBOX
------=_Part_4101238_1137453886.1747937918561 Content-Type: multipart/alternative; boundary="----=_Part_4101239_706064759.1747937918561" ------=_Part_4101239_706064759.1747937918561 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Jinniefer, Thank you for the update. Yes, the form looks good to me. Not= hing further is needed at this time. Have a great rest of your week! Kind R= egards, Ariyan Green Finance Onboarding Analyst| TheKey Mobile: 855.205.800= 7 On Thu, 22 May at 2:07 PM , Jinniefer Castillo wrote: Hello, The issue has been corrected. New consent agreements hav= e been uploaded in the client's file. Please check and let me know if it is= good to go. Thank you. On Tue, May 20, 2025 at 1:22=E2=80=AFPM Client Serv= ice wrote: Hello Diane, I am reviewing the onboa= rding documents for our client, Irene Wilcox, and noticed that while the Co= nsent Agreement has been signed by the client, the payment method provided = belongs to Richard Wilcox. To proceed, we will need an updated CCA listing = Richard as the Responsible Party, along with his signature, if his payment = is to be used for the client's services. Please let me know if you have any= questions or concerns. I appreciate your assistance. Kind Regards, Ariyan = Green Finance Onboarding Analyst| TheKey Mobile: 855.205.8007 1109811:61110= 0 ------=_Part_4101239_706064759.1747937918561 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Jinniefer, Thank you for the update. Yes, the= form looks good to me. Nothing further is needed at this time. Have a grea= t rest of your week! Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey Mobile: 855.205.8007 = = =C2=A0 On Thu= , 22 May at 2:07 PM , Jinniefer Castillo&lt;jinni= efer.castillo@thekey.com&gt; wrote:=C2=A0 = Hello,=C2=A0 The issue has been corrected= . New consent

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