record retention - Ethics question, record, member

whew1110

Record retention mentions that member should
1. Require 7 years of records
2. Recommends 7 years of records
CFAI book says “Recommends”
CFAI mock question says - “Requires”

tobeornottobe

7 years, do it.
You can destroy after 5 and keep digital copies according to a question I got correct.

luda002

well they are both 7 years so no matter what you cant go wrong