“The Cyber Risk Management Checklist… covers all the key risk areas, including your payment processes, email fraud, and your data storage.”
SB
Sharon Blake
Risk on Air ·
“The Cyber Fraud Prevention Flyer, a one-page document that you hand to your clients when you're onboarding them, to reduce the risk of cyber fraud.”
Sharon Blake · Risk on Air · Trust No One
Play from 22:25
22:25
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What was described
Give new clients a one-page Cyber Fraud Prevention Flyer that includes the firm’s trust account details
Said nearby on the same subject
“We paused new client onboarding for nine months to get a better handle on our firm’s key performance metrics.”
AD
Ashley DeSteiger
Financial Advisor Success ·
“Empowering the ATO to prevent rollovers into newly established SMSFs where there are concerns about fraud, financial abuse, misconduct or consumer harm.”
♫
Said on Australian Parliament: House of Representatives
“In the event of a breach, the first number to always call is the 1-800-BREACH… then the next thing is if there's money involved, to ring your bank's fraud team… then the third place would be to call us in the trust accounts department.”
SB
Sharon Blake
Risk on Air ·
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