Fwd: 165297 Eva Novotny - FIN-WELCOME CALL - [#1061049]

From
Ariyan Green <clientservice@thekey.com>
To
joey.taylor@thekey.com
CC
tt@thekey.com, mlicoudis@thekey.com
Date
Wed, 19 Feb 2025 14:39:56 +0000
Folder
INBOX
----==_mimepart_67b5ed3cee418_1d63fcf256fe18420421858 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =E2=80=8BGood morning Joseph, I am reviewing the onboarding documents= for our client Eva Novotny and noticed the that the payment method provi= ded on the PAD Agreement belongs to the client; however, the form is sign= ed by the client's daughter Ann-Marie Novotny. We will need a financial o= r durable POA or written acknowledgment that Ann-Marie is an authorized u= ser on the account. If obtaining the POA or proof is not feasible, could = you please request a new PAD Agreement signed directly by the client? We= appreciate your understanding as we work to ensure everything is in orde= r. Please reach out if you have any questions or concerns. Kind Rega= rds,=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_67b5ed3cee418_1d63fcf256fe18420421858 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =E2=80=8BGood morning Joseph, I am reviewing the onboarding documents for our client E= va Novotny and noticed the that the payment method provided on the PAD Ag= reement belongs to the client; however, the form is signed by the client'= s daughter Ann-Marie Novotny. We will need a financial or durable POA or = written acknowledgment that Ann-Marie is an authorized user on the accoun= t. If obtaining the POA or proof is not feasible, could you please reques= t a new PAD Agreement signed directly by the client? We appreciate= your understanding as we work to ensure everything is in order. Please r= each out if you have any questions or concerns. 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 1061049:611100 = ----==_mimepart_67b5ed3cee418_1d63fcf256fe18420421858--

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