Fwd: 169434 Patricia (Pat) Anne Lawlor Michel Domville - FIN-WELCOME CALL-NEED CCA - [#1160293]

From
Jeannie Ortiz <clientservice@thekey.com>
To
joey.taylor@thekey.com, mlicoudis@thekey.com
CC
jeannie.ortiz@thekey.com, tt@thekey.com
Date
Tue, 23 Sep 2025 16:36:58 +0000
Folder
INBOX
----==_mimepart_68d2ccaab09b7_1f43fe720af69f4470396f8 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day, I am writing to follow up on the status of this account. Th= e associated ticket has been open since August and remains unresolved, wh= ich is a cause for concern. Attached, you will find a screenshot that ill= ustrates the situation. It is important to note that the responsible part= y signed the correspondence with an email signature that, unfortunately, = does not meet compliance standards.=C2=A0 Moreover, should they choose t= o dispute the invoices or refuse payment, we find ourselves without a rob= ust consent agreement to support our position. This lack of a sound agree= ment may complicate our efforts to secure the owed payments. I would appr= eciate your assistance in addressing this matter promptly so that we may = reach an appropriate resolution. =C2=A0Thank you for your attention to th= is urgent issue. Thank You,=C2=A0 Jeannie Ortiz Finance Onboardin= g & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-17= 02|Fax: 813-693-5625 |Email:=C2=A0ltci@thekey.com=C2=A0 =0D =0D On=0D Mon, 22 Sep at 9:40 AM=0D , Cynthia Valdez = wrote:=0D =0D =0D Hi Joey/Maria, =0D Can you please offer an update on when we could expect updated CCA? =C2=A0= =0D =0D If there are any questions or clarification on request, please let us kn= ow.=C2=A0 =0D =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D Phone: 855-205-8007 =0D =0D =C2=A0 =0D =0D =0D =0D On=0D Thu, 18 Sep at 9:24 AM=0D , Cynthia Valdez = wrote:=0D =0D =0D Good Morning,=C2=A0 =0D =0D Checking back for an update on needed docs. Please advise.=C2=A0 =0D =C2=A0 =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D Phone: 855-205-8007 =0D =0D =C2=A0 =0D =0D =0D =0D On=0D Tue, 16 Sep at 3:44 PM=0D , Cynthia Valdez = wrote:=0D =0D =0D Hi Maria/ Joey,=C2=A0 =0D =0D Can you please offer an update regarding needed CCA for Client 169434 Pa= tricia (Pat) Anne Lawlor Michel Domville? Client has been on services sin= ce 8/6 and it is critical we have the required agreement, signed accordin= gly and uploaded to Client CC profile.=C2=A0 =0D =0D Re: CCA/ Payment Forms- =0D As a reminder, the signature provided must be legible. If a Client or Re= presentative from TheKey is signing the document, they must ensure that t= he signature is valid. Using a cursive email as a valid signature is not = permitted. =0D =0D =0D =C2=A0Please let us know if there are any questions.=C2=A0 =0D =0D Thank you, =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D Phone: 855-205-8007 =0D =0D =C2=A0 =0D =0D =0D =0D On=0D Fri, 12 Sep at 1:00 PM=0D , Ariyan Green w= rote:=0D =0D =0D Hello Joey, =0D =0D I hope you are doing well. Are there any updates that can be provided on= the CCA for our client?=C2=A0 =0D =0D Kind Regards,=C2=A0 =0D Ariyan Green =0D =0D Finance Onboarding Analy