Fwd: 167887 Sam Greenberg - FIN-WELCOME CALL - [#1116984]

From
=?UTF-8?B?RXJlYeKAmXVuYWggVGhvbWFz?= <clientservice@thekey.com>
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ccartwright@thekey.com
CC
mlicoudis@thekey.com, tt@thekey.com, joey.taylor@thekey.com
Date
hu, 19 Jun 2025 13
Folder
INBOX
----==_mimepart_6854175663c4a_20f3fc97f05e7e42000208f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorization form= for client Sam Greenberg a financial Power of Attorney (POA) is required= . If you're are unable to obtain the POA from the signer, a new payment a= uthorization will be needed from the individual who provided their bank i= nformation. Please Note: Before uploading into ClearCare, please revi= ew the CCA and payment authorization to ensure the onboarding forms meet = compliance standards. Friendly reminder: We audit every new client to ve= rify that onboarding documents are in compliance. Our tickets cannot be c= losed unless full compliance is met. Thank you for your assistance! . K= ind Regards, Ereaunah Thomas=C2=A0 Email:=C2=A0ltci@thekey.com PH:= 855-205-8007=C2=A0 Fax: 813-693-5625 ----==_mimepart_6854175663c4a_20f3fc97f05e7e42000208f Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Good Day!=C2=A0 Following an audit of the payment authorizati= on form for client Sam Greenberg a financial Power of Attorney (POA) is r= equired. If you're are unable to obtain the POA from the signer, a new pa= yment authorization will be needed from the individual who provided their= bank information. Please Note: Before uploading into ClearCare, please review the CCA and paymen= t authorization to ensure the onboarding forms meet compliance standards.= Friendly remin= der: We audit every new client to verify that onboarding documen= ts are in compliance. Our tickets cannot be closed unless full compliance= is met. Thank you for your assistance! . Kind Regards, <div style=3D'box-sizing: border-box; word-break: break-word; overflow-wr= ap: break-word; color: rgb(24, 50, 71); font-family: "Helvetica Neue", He= lvetica, Arial, sa

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