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How to protect financial information

PURPOSE Financial information can expose the organization to fraud, privacy issues, and business risk. EXAMPLES Bank details, invoices, payment instructions, payroll data, budgets, tax documents, card numbers, and financial reports may be sensitive. GOOD HABITS Verify recipients, use approved systems, limit exports, and double-check payment-related requests. WATCH FOR FRAUD Be cautious with urgent payment requests, changed bank details, and unusual invoice instructions. BEST PRACTICE Verify financial changes through a trusted separate channel.

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