--0000000000006e96c1061c7ece50 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All, Thank you, Monica, for adding these. @Timothy Thomas I'll wait for your direction as to the fee. Here are the links to the newly revised Montreal Care Agreement with the changes you suggested. Let me know what you think. Redline version - https://docs.google.com/document/d/1YPQaCNMXHlbGgMCXbmDW5eLaIeohoSzU/edit?u= sp=3Ddrive_link&ouid=3D109966378199994490144&rtpof=3Dtrue&sd=3Dtrue Changes Accepted - https://docs.google.com/document/d/1VmqmU1b1yG0kjoTJH4BGiPswHqrs7o_L/edit?u= sp=3Ddrive_link&ouid=3D109966378199994490144&rtpof=3Dtrue&sd=3Dtrue Thank you, *Sincerely,* *Tammi Franzese* Senior Corporate Paralegal | *TheKey*813.521.5269 [image: TheKey] On Wed, Jul 3, 2024 at 6:21=E2=80=AFPM Monica Schmidt wrote: > Team, > I also wanted to call your attention to an outstanding request to add a > fee to the Credit Card Authorization forms in Canada. I have attached the= 5 > forms that would be impacted so you can agree on the changes and Tammi ca= n > provide the final updates along with the others you are discussing. > > > > On Wed, Jul 3, 2024 at 12:50=E2=80=AFPM Timothy Thomas wr= ote: > >> Sounds good, thanks! >> >> On Wed, Jul 3, 2024 at 12:47=E2=80=AFPM Tammi Franzese >> wrote: >> >>> Hi Tim, >>> >>> I'll make your suggested changes and circulate the new version. >>> >>> I just granted access to Joey as well. >>> >>> *Sincerely,* >>> >>> *Tammi Franzese* >>> Senior Corporate Paralegal | >>> *TheKey*813.521.5269 >>> [image: TheKey] >>> >>> >>> On Wed, Jul 3, 2024 at 12:27=E2=80=AFPM Timothy Thomas = wrote: >>> >>>> Hi Tammi, >>>> >>>> I'm ok with the majority of the changes. >>>> >>>> 1. Please remove the deposit section. >>>> 2. Can we increase the placement fee to $20,000? >>>> 3. Is it possible to soften the indemnification section? Canada is far >>>> less litigious that the US and I feel this could potentially scare off >>>> certain clients. >>>> >>>> Thanks, >>>> Tim >>>> >>>> >>>> On Mon, Jul 1, 2024 at 12:02=E2=80=AFPM Tammi Franzese >>> tammi.franzese@thekey.com> wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> We wanted to send over these suggested revisions for the >>>>> Montreal agreement for your review and feedback. We want to get Montr= eal >>>>> finalized asap since it has to be translated into French. Monica thin= ks the >>>>> Canadian agreements can be rolled out in about a week after she gets = the >>>>> final revisions. >>>>> >>>>> As you know, one of the main goals of the CCA revisions is to make th= e >>>>> agreements more reader-friendly and personal by using personal pronou= ns for >>>>> Client and Company where it makes sense. Most of the suggested edits = are >>>>> stylistic. There are a few substantive changes noted with comments, a= sking >>>>> for your feedback. Below is a brief overview of suggested changes: >>>>> >>>>> - Replace Client and Company with personal pronouns >>>>> - Change Client Consent Agreemen