----==_mimepart_67ec2e853dc1e_1f63f9835a4088c295174c9 Content-Type: multipart/alternative; boundary="--==_mimepart_67ec2e853daeb_1f63f9835a4088c29517328"; charset=UTF-8 Content-Transfer-Encoding: 7bit ----==_mimepart_67ec2e853daeb_1f63f9835a4088c29517328 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Ashley,=C2=A0 For new client Albert Baka, the CCA is missing detai= ls under the responsible party section. =C2=A0If this section of the CCA = is blank, only the client or POA can sign the CCA.=C2=A0 I did not see a = Financial POA on file in Wellsky.=C2=A0 Please obtain new CCA with respon= sible party section completed . =C2=A0You are not permitted to alter the = CCA on file unless the client initials your changes. =C2=A0Please let me = know when new CCA is uploaded and I appreciate your help getting everythi= ng in order. Laurie Simpson Finance Onboarding |=C2=A0= TheKey Laurie.Simpson@thekey.com 855.205.8007 ----==_mimepart_67ec2e853daeb_1f63f9835a4088c29517328 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Ashley,=C2=A0 For new client Albert Baka, the CCA is missing details u= nder the responsible party section. =C2=A0If this section of the CCA is b= lank, only the client or POA can sign the CCA.=C2=A0 I did not see a Fina= ncial POA on file in Wellsky.=C2=A0 Please obtain new CCA with responsibl= e party section completed . =C2=A0You are not permitted to alter the CCA = on file unless the client initials your changes. =C2=A0Please let me know= when new CCA is uploaded and I appreciate your help getting everything i= n order. Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 = 1085243:611100 = ----==_mimepart_67ec2e853daeb_1f63f9835a4088c29517328-- ----==_mimepart_67ec2e853dc1e_1f63f9835a4088c295174c9 Content-Type: application/vnd.openxmlformats-officedocument.presentationml.presentation Content-Transfer-Encoding: base64 Content-Disposition: attachment; filename="CCA Agreement.pptx" Content-ID: <67ec2e8547237_1f63f9835a4088c295175f@sidekiq-frequent-fd-poduseast1-main1-blue-7fccbcf8c8-ghzl