Re: 177188 Marilyn Elliot - FIN-WELCOME CALL - Need POA - [#1324054]

From
Brian Boxall <bboxall@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
dfancy@thekey.com, tthomas@thekey.com, marc.atkinson@thekey.com
Date
Fri, 5 Dec 2025 16:31:08 -0600
Folder
INBOX
--0000000000002e105c06453c014d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable POA Document has been received and will be uploaded shortly. Regards On Thu, Dec 4, 2025 at 8:02=E2=80=AFAM Brian Boxall wr= ote: > Good Morning, > > I will get this corrected today. > > Thank you, > > On Wed, Dec 3, 2025 at 12:17=E2=80=AFPM Laurie Simpson > wrote: > >> Brian, >> After auditing new client Marilyn Elliot, we noticed that the PAF form >> requires a Financial POA for signer. >> >> If obtaining the Financial POA isn=E2=80=99t feasible, could you please = request a >> new PAF form signed directly by Marilyn Elliot We appreciate your >> understanding as we work to ensure everything is in order. >> >> >> Laurie Simpson >> Finance Onboarding | TheKey >> Long Term Care Insurance | TheKey >> Tele (855) 205-8007 >> Fax (813) 693-5625 >> Laurie.Simpson@thekey.com >> >> 1324054:611100 >> > > > -- > Brian Boxall > > Client Success Manager > > Direct 431 887 1785 > > Office 204 489 6000 > > > > > > TheKey.ca > > > [image: TheKey] > > --=20 Brian Boxall Client Success Manager Direct 431 887 1785 Office 204 489 6000 TheKey.ca [image: TheKey] --0000000000002e105c06453c014d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable POA Document has been received=C2=A0and will be uploaded s= hortly. Regards On Thu, Dec 4= , 2025 at 8:02=E2=80=AFAM Brian Boxall &lt; bboxall@thekey.com &gt; wrote: Good Morning, I= will get this corrected=C2=A0today. Thank you, On Wed, Dec 3, 2025 at 12:17=E2=80=AFPM Laurie Simpson &lt; clientservice@thekey.com &gt; wrote: Brian, After auditing new client Marilyn Elliot, we noticed that the PAF = form requires a Financial POA for signer.=C2=A0 If obtaining the Financial POA isn=E2=80=99t feasible, could you please= request a new PAF form signed directly by Marilyn Elliot =C2=A0We apprecia= te your understanding as we work to ensure everything is in order. =C2=A0 =C2=A0 Laurie Simpson

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