Pay Authorization Forms [Privileged]

From
Nina Kani <nkani@thekey.com>
To
Timothy Thomas <tt@thekey.com>, Michele Boehmer <mboehmer@thekey.com>
CC
Emily Russell <emily.russell@thekey.com>
Date
Mon, 3 Feb 2025 15:43:33 -0800
Folder
INBOX
--0000000000000abb07062d45782d Content-Type: text/plain; charset="UTF-8" Tim - With regard to the clients receving notice, it will be critical for us to have their payment information so that we can bill them direclty. We do not want them to pay the franchisee, either inteintonally or inadvertantly, due to auto pay or direct deposist, etc., particulalry because the accounts are frozen and we may never get those funds. The biggest financial risk will be us providing service and the funds going to the former owner. Therefore, we should only service clients who provide us with a CCA + payment authorization by tomorrow. Nina -- Nina Kani General Counsel and Chief Compliance Officer * Please note my email has changed: * nkani@thekey.com 650-416-1496 TheKey.com [image: TheKey] --0000000000000abb07062d45782d Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Tim -=C2=A0 With regard to t= he clients receving notice, it will be critical for us to have their paymen= t information so that we can bill them direclty. We do not want them to pay= the franchisee, either inteintonally or inadvertantly, due to auto pay or = direct deposist, etc., particulalry because the accounts are frozen and we = may never get those funds. The biggest financial risk will be us providing = service and the funds going to the former owner. Therefore, we should only = service clients who provide us with a CCA=C2=A0+ payment authorization by t= omorrow.=C2=A0 Nina -- Nina Kani General Counsel and Chief Compliance Officer Please note my email has changed: nkani@thekey.com 650-416-1496 TheKey.com <input name=3D"virtru-metadata" type=3D"hidden" value=3D"{&quot= ;email-policy&quot;:{&quot;disableCopyPaste&quot;:false,&quot;disablePrint&= quot;:false,&quot;disableForwarding&quot;:false,&quot;enableNoauth&quot;:fa= lse,&quot;expandedWatermarking&quot;:false,&quot;expires&quot;:false,&quot;= sms&quot;:false,&quot;expirationNum&quot;:1,&quot;expirationUnit&quot;:&quo= t;days&quot;,&quot;isManaged&quot;:false,&quot;persistentProtection&quot;:f= alse},&quot;

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