Re: Audit Tracker-Winnipeg

From
Alejandro Aponte <aaponte@thekey.com>
To
Dennis Fancy <dfancy@thekey.com>
CC
Timothy Thomas <tt@thekey.com>
Date
Wed, 8 Jan 2025 15:51:45 -0500
Folder
INBOX
--000000000000339c28062b380822 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Dennis, Thank you for bringing this to my attention. I have removed this client from the audit and will set aside additional training for the team to avoid this error in the future. Regards, *Alejandro Aponte* Finance Onboarding Analyst III (408) 479-8654 TheKey.com [image: TheKey] On Wed, Jan 8, 2025 at 11:37=E2=80=AFAM Dennis Fancy wr= ote: > Hi Alejandro, > > Can you please remove Winnipeg client Barry Tenzen from the audit tracker= ? > It is saying that POA documents are required, but his spouse has signed t= he > forms. We are withdrawing funds from a joint banking account. > > Thank you, > > Dennis Fancy, BSP > General Manager > (204) 489-6000 > > TheKey.ca > > [image: TheKey] > --000000000000339c28062b380822 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Dennis, Thank you for = bringing this to my attention. I have removed this client from the audit an= d will set aside additional=C2=A0training=C2=A0for the team to avoid this e= rror in=C2=A0the future.=C2=A0 Regards, Aleja= ndro Aponte Finance Onboarding Analyst III (408) 479-8654 = TheKe= y.com On Wed, Jan 8, 2025 at 11:37=E2= =80=AFAM Dennis Fancy &lt; dfancy@theke= y.com &gt; wrote: Hi Alejandro, Can you p= lease remove Winnipeg client Barry Tenzen from the audit tracker? It is say= ing that POA documents are required, but his=C2=A0spouse has signed the for= ms. We are withdrawing funds from a joint banking account. Thank you, Dennis Fancy, BSP Ge= neral Manager (204) 489-6000 <span style= =3D"font-size:12pt;font-family:Arial;background-color:transparent;font-weig= ht:700;vertical-align:baseline;

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