Updated: Mar 31
In the midst of the current global pandemic, there has been an increase in fraudulent and criminal activity. Now more than ever, clients may be targeted financially through a variety of schemes. This checklist helps guide the conversation regarding common threats and scams, ensuring that our clients are informed and actively protecting their identity and assets.
This checklist covers:
Ways to minimize cyber threats
Tips to identify common scams
Steps to take if a client suspects unlawful activity