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

From
Diane Mockenhaupt <dmockenhaupt@thekey.com>
To
Client Service <clientservice@thekey.com>
CC
jinniefer.castillo@thekey.com, tt@thekey.com
Date
Tue, 20 May 2025 13:26:00 -0500
Folder
INBOX
--000000000000205b6b063595627e Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Jinny, Please get necessary information for Irene Wilcox. Thank you, Diane On Tue, May 20, 2025 at 1:22=E2=80=AFPM Client Service wrote: > Hello Diane, > > I am reviewing the onboarding documents for our client, Irene Wilcox, and > noticed that while the Consent Agreement has been signed by the client, t= he > payment method provided belongs to Richard Wilcox. > > To proceed, we will need an updated CCA listing Richard as the Responsibl= e > 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 > > > > > > 1109811:611100 --000000000000205b6b063595627e Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Jinny, Please get necessary information= for Irene Wilcox. Thank you, Diane On Tue, May 20, 2025 at 1:22=E2=80=AFPM Client Servi= ce &lt; clientservice@thekey.com= &gt; wrote: = Hello Diane, I am reviewing the onboarding documents for our client, Irene Wilcox, = and noticed that while the Consent 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 Responsi= ble Party, along with his signature, if his payment is to be used for the c= lient&#39;s services. Please let me know if you have any questions or concerns. I appreciate = your assistance. Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey M= obile: 855.205.8007 = <img src=3D"https:= //lh7-rt.googleusercontent.com/docsz/AD_4nXfVJbcTRUFkxYRDJISPK1ZGt31ziJfGK7= g5xKDdx2bXnnD5LNeBOYTTSSafQOG8VCPmBEcfgXdmogwbUeXfZGcM98mcW-0Qov07LPWrDVcwz= 6SXkGbYi8sW3ebEuqkb3l7xsY-3iQ?key=3DV5mKPZVpqe0VLiGYg_VB1A75

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