My suggestion: don’t ever give anyone your “highly confidential, sensitive, private, and proprietary financial information”, especially not just so they can measure the size of your dick.
look at your and your common sense
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I’m reminded of when a COPPA compliance service sent me their business plan after I met the principal at a CARU conference. I thought it was sleepy to use CARU’s conference to try to solicit their customers and so I copied CARU on my reply saying so.