Re: 162236 Jeannette Hartwig - FIN-WELCOME CALL - [#976664]

Hi Jeannine,

We have to get a wet signature as the client cannot do pandadoc. Malin will
go out this week and it should be uploaded before Monday.

Thank you,
Diane

On Tue, Dec 17, 2024 at 4:35 PM Jeannie Ortiz <ltci@thekey.com> wrote:

> Hi Team,
>
> Ariyan or I haven't received a response. How are we proceeding with this
> request?
>
>
> Thank You,
> Jeannie Ortiz
> Finance Onboarding & Experience Manager
> jeannie.ortiz@thekey.com
> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com
>
>
> On Fri, 13 Dec at 4:16 PM , Ariyan Green <ltci@thekey.com> wrote:
> Hi Diane,
>
> I am following up per Jeannie's email to confirm if the Consent Agreement
> has been completed. Currently, the last page of the form with the
> "Statement of Confidentiality" is not signed. My initial request to you was
> on November 13th and I have not received an update. I would appreciate if
> you can provide any updates at this time. Thank you.
>
> Kind Regards,
> Ariyan Green
> Finance Onboarding Analyst
> Email: ltci@thekey.com
> Ph: 855-205-8007
> Fax: 813-693-5625
>
>
>
> On Wed, 20 Nov at 11:17 AM , Jeannie Ortiz <ltci@thekey.com> wrote:
> Good Day,
>
> I am following up on Ariyan's question above. If the client's bill of
> rights is not signed, is this an issue? Should this be signed?
>
> Thank You,
> Jeannie Ortiz
> Finance Onboarding & Experience Manager
> jeannie.ortiz@thekey.com
> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com
>
>
> On Wed, 13 Nov at 10:02 AM , Ariyan Green <ltci@thekey.com> wrote:
> Good morning Diane,
>
> I am reviewing this client as part of my welcome call audit and I noticed
> that the Client Bill of Rights is not signed by the client. Does this
> section require a signature? If so, please assist the client to sign the
> Bill of Rights where indicated so that the CCA is accurate. Thank you for
> your attention to this matter.
>
>
> Kind Regards,
> Ariyan Green
> Finance Onboarding Analyst
> Email: ltci@thekey.com
> Ph: 855-205-8007
> Fax: 813-693-5625
>
>
> 976664:611100
>