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#1645080 - 12/30/11 09:55 PM Record Retention - Monthly Branch Audits
pweiss Offline
100 Club
Joined: Mar 2011
Posts: 103
CA
Hello,

I wanted to get a sample of how long others are keeping their monthly branch audits?

Thanks,
_________________________
Phil Weiss, CAMS

My opinions are my own and not that of my employer.

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General Discussion
#1645223 - 01/03/12 03:12 PM Re: Record Retention - Monthly Branch Audits pweiss
BFrame Offline
Gold Star
BFrame
Joined: Nov 2011
Posts: 402
USA
We keep ours for 6 years. Fortunately, we have scanning capabilities so after each month, I scan them & can shred the paperwork.
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