Board logo

标题: Hard copy & Electronic form - Ethics [打印本页]

作者: hinsafdar    时间: 2013-3-30 20:36     标题: Hard copy & Electronic form - Ethics

How long are managers supposed to keep supplemental info used in making investment decisions in hard copy and/or electronic form?
作者: Chuckrox8    时间: 2013-3-30 20:36

So lets say that I (manager) get rid of all my hard copy documentation but retain it in electronic form, I won’t violate anything if I keep those for 7 years?




欢迎光临 CFA论坛 (http://forum.theanalystspace.com/) Powered by Discuz! 7.2