Retention guide

Did you know that you need to retain documentation relating to share dealing transactions for 12 years? And capital invoices for 10 years after audit? And banking returns for 6 years?

As the regulatory environment becomes ever more onerous, it’s essential that every organisation gets to grips with its archiving obligations under law. But being a best practice archivist is easier with our support.

We can help you keep track of your legal responsibilities by conducting an archiving audit and creating a schedule of materials for collection, storage and destruction.