Re: 170276 Willis "Bill" Chapman - FIN-WELCOME CALL - [#1169256]

From
Timon Page <timon.page@thekey.com>
To
Ariyan Green <clientservice@thekey.com>
CC
michelle.hudgins@thekey.com, tt@thekey.com
Date
2025-08-21 14:27:58
Folder
INBOX
--00000000000049f88c063ce44066 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan Docs are now uploaded to the clients' profile in CC. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Thu, Aug 21, 2025 at 10:53=E2=80=AFAM Ariyan Green wrote: > Good morning Timon, > > I hope you are doing well. I am reviewing the Wellsky profile for our > client, Willis Chapman, and noticed the Consent Agreement and Payment > Authorization Form are not uploaded. When can we expect these forms to be > completed and uploaded to Wellsky? > > Kind Regards, > *Ariyan Green* > Finance Onboarding Analyst| TheKey > Mobile: 855.205.8007 > > > > > > > 1169256:611100 > --00000000000049f88c063ce44066 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Ariyan Docs are now uploa= ded to the clients&#39; profile in CC. Best regards, =C2=A0Timon Page General Manager, Ontario Please note my email address has changed: timon.page@theke= y.com Mobile: (437) 223-0841 TheKey.com On Thu, Aug 21,= 2025 at 10:53=E2=80=AFAM Ariyan Green &lt; clientservice@thekey.com &gt; wrote: Good morning Timon, I hope you are doing well. I am reviewing the Wellsky prof= ile for our client, Willis Chapman, and noticed the Consent Agreement and P= ayment Authorization Form are not uploaded. When can we expect these forms = to be completed and uploaded to Wellsky? Kind Regards,=C2=A0 Ariyan Green Finance Onboarding Analyst|=C2=A0 TheKey <span styl= e=3D"font-size:10pt;font-family:Verdana,sans-serif;color:rgb(112,112,112);b= ackground-color:transparent;font-w

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