Fwd: 170647 Atulesh Nandi - FIN-WELCOME CALL - Need PAF and CCA - [#1187496]

From
Laurie Simpson <clientservice@thekey.com>
To
kristal.parris@thekey.com
CC
michelle.hudgins@thekey.com, timon.page@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com
Date
Wed, 10 Sep 2025 20:16:14 +0000
Folder
INBOX
----==_mimepart_68c1dc8ee04a0_1ef3fdb5c82fc9060872c9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Kristal, Please upload new CCA and Payment form for Atulesh Nandi.= =C2=A0The current agreement uploaded is missing client name. Payment fo= rm signatures do not match. =C2=A0Please obtain new payment form where th= e signer is also the bank account owner. Thank you, Laurie Simpson = Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.com 855.205.800= 7 Thank you and I appreciate you completing this. Laurie Simpso= n On Wed, 3 Sep at 4:04 PM , Laurie Simpson wrote:=C2=A0 Hi Kristal, Please obtain new payment form for= Atulesh Nandi. =C2=A0The current payment information is not able to be a= dded to VersaPay due to incorrect transit number. Thank you, Laur= ie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.com = 855.205.8007 On Fri, 29 Aug at 8:56 AM , Laurie Simpson wrote:=C2=A0 Hi Kristal, For new client Atulesh Nan= di, the Agreement is in good order, but I was unable to add the payment i= nformation due to an incorrect transit number. =C2=A0Would you please rea= ch out to the client and confirm the transit number and account number an= d then TheKey can attempt to add payment information again. Thank you= and I appreciate you making sure everything is in good order. Laur= ie Simpson Finance Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.com = 855.205.8007 ----==_mimepart_68c1dc8ee04a0_1ef3fdb5c82fc9060872c9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Kristal, Please upload new CCA and Payment form for Atulesh Nandi= . =C2=A0The current agreement uploaded is missing client name. Payment form signatures do not match. =C2=A0Please obtai= n new payment form where the signer is also the bank account owner. = Thank you, Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 Thank you and I appreciate you completing this. Laurie Simpson On W= ed, 3 Sep at 4:04 PM <s

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