--000000000000fa50eb062bae0bc6 Content-Type: multipart/alternative; boundary="000000000000fa50eb062bae0bc5" --000000000000fa50eb062bae0bc5 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Timon, Please see the below notes for each client: *Magda Vona* - The signature located on the documents is invalid. The signature is just an email address in cursive. Can an updated PAD and CCA please be secured with valid signatures? *Audrey Pilkington *- Consent agreement is accurate and complete, however, Barb signed the payment authorization form, but the payment information belongs to Audrey. Can we secure a document that shows Barb is legally allowed to provide and use the clients payment information? *Charles "Stan" Robinson* - The signature located on the documents is invalid. The signature is just an email address in cursive. Can an updated PAD and CCA please be secured with valid signatures? *Lewis Geiger *- Consent agreement is accurate and complete, however, Tom signed the payment authorization form, but the payment information belongs to Lewis. Can we secure a document that shows Barb is legally allowed to provide and use the clients payment information? *Kathryn Racicot *- This client has been removed from the audit! Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Mon, Jan 13, 2025 at 5:11=E2=80=AFPM Timon Page = wrote: > Hi Alejandro > > All docs have been uploaded to the client profiles for Waterloo clients > Vona, Pilkington, Robinson, Geiger and Racicot. > > 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 13, 2025 at 4:52=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 $41k 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-Dec 2024 who account for over $32k of these >> open balances. The deadline for January commissions is Friday February >> 7th, 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 $25K open for clients with start dates in Oct-Dec = 2024 >> and has the largest # of clients that have started services in need o= f >>