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