--0000000000000a4586061c5f3f77 Content-Type: multipart/alternative; boundary="0000000000000a4584061c5f3f75" --0000000000000a4584061c5f3f75 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Team, I also wanted to call your attention to an outstanding request to add a fee to the Credit Card Authorization forms in Canada. I have attached the 5 forms that would be impacted so you can agree on the changes and Tammi can provide the final updates along with the others you are discussing. On Wed, Jul 3, 2024 at 12:50=E2=80=AFPM Timothy Thomas wrot= e: > Sounds good, thanks! > > On Wed, Jul 3, 2024 at 12:47=E2=80=AFPM Tammi Franzese > wrote: > >> Hi Tim, >> >> I'll make your suggested changes and circulate the new version. >> >> I just granted access to Joey as well. >> >> *Sincerely,* >> >> *Tammi Franzese* >> Senior Corporate Paralegal | >> *TheKey*813.521.5269 >> [image: TheKey] >> >> >> On Wed, Jul 3, 2024 at 12:27=E2=80=AFPM Timothy Thomas w= rote: >> >>> Hi Tammi, >>> >>> I'm ok with the majority of the changes. >>> >>> 1. Please remove the deposit section. >>> 2. Can we increase the placement fee to $20,000? >>> 3. Is it possible to soften the indemnification section? Canada is far >>> less litigious that the US and I feel this could potentially scare off >>> certain clients. >>> >>> Thanks, >>> Tim >>> >>> >>> On Mon, Jul 1, 2024 at 12:02=E2=80=AFPM Tammi Franzese >> tammi.franzese@thekey.com> wrote: >>> >>>> Hi Tim, >>>> >>>> We wanted to send over these suggested revisions for the >>>> Montreal agreement for your review and feedback. We want to get Montre= al >>>> finalized asap since it has to be translated into French. Monica think= s the >>>> Canadian agreements can be rolled out in about a week after she gets t= he >>>> final revisions. >>>> >>>> As you know, one of the main goals of the CCA revisions is to make the >>>> agreements more reader-friendly and personal by using personal pronoun= s for >>>> Client and Company where it makes sense. Most of the suggested edits a= re >>>> stylistic. There are a few substantive changes noted with comments, as= king >>>> for your feedback. Below is a brief overview of suggested changes: >>>> >>>> - Replace Client and Company with personal pronouns >>>> - Change Client Consent Agreement to Care Agreement >>>> - Entire agreement section is buffeted with additional language to >>>> mitigate risk >>>> - Updated placement fee language; mostly stylistic >>>> - Removed staffing needs question. Inserted a "survey" at the end >>>> of the agreement. >>>> - Billing Rate Changes - updated >>>> - Deposit - this was removed from US agreements. Does this need to >>>> be deleted from Canadian agreements? >>>> - Cancellations - updated >>>> - Client Information and Updates - added to agreement to help with >>>> billing, payments, and covers privacy policy. I imagine that Canada= has a >>>> separate privacy policy; we'll need to insert that link >>>> - Separated some of the paragraph