Fwd: 164446 Fred Brown - FIN-WELCOME CALL - [#1039798]

From
Ariyan Green <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amanda.ilines1@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
2025-02-10 20:15:48
Folder
INBOX
----==_mimepart_67aa5e7470590_3ec3ff055b995f8319311a3 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Timon, Thank you for your response. I noticed in the document p= rovided that Deborah is listed as a successor agent and only becomes the = agent if the primary agent, Jean Margaret Brown, passes away, becomes inc= apacitated, or resigns. Do you have any documentation that supports one o= f these instances occurring for Deborah to be the agent? Kind R= egards,=C2=A0 Ariyan Green=C2=A0 Finance Onboarding Analyst=C2=A0 Emai= l: ltci@thekey.com=C2=A0 Ph: 855-205-8007=C2=A0 Fax: 813-693-5625 =C2= =A0 = = On Fri, 7 Feb at 4:04 PM , Timon Page wrote:= = Hi Ariyan = = POA documentation has been uploaded to the clients' profile. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Mon, Feb 3, 2025 at 4:47=E2=80=AFPM Ariyan Green wrote: = = = = = Good afternoon Timon, = = I am following up for updates on the POA document for our client Fred Br= own. I would appreciate any updates you have at this time. Thank you. = = Kind Regards,=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 Tue, 28 Jan at 12:53 PM , Timon Page wrote:= = Hey again, = = We have reached out to Deborah and are awaiting a response. As soon as i= t is received, I will let you know. = = = Best regards, =C2=A0Timon Page = = General Manager, Ontario = = = Please note my email address has changed: = = timon.page@thekey.com = = Mobile: (437) 223-0841 = = TheKey.com = = = = = = = = On Tue, Jan 28, 2025 at 10:14=E2=80=AFAM Ariyan Green wrote: = = = = = Good morning Timon, = = I am follow up per my previous email for the POA document for our client= Fred Brown. I would appreciate any updates you can provide at this time.= Thank you. = = Kind Regards,=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 ----==_mimepart_67aa5e7470590_3ec3ff055b995f8319311a3 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello Timon, Thank you for your r= esponse. I noticed in the document provided that Deborah is listed as a s= uccessor agent and only becomes the agent if the primary agent, Jean Marg= aret Brown, passes away, becomes incapacitated, or resigns. Do you have a= ny documentation that supports one of these instances occurring for Debor= ah to be the agent? Kind Regards,=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</

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