标题: record retention - Ethics [打印本页] 作者: whew1110 时间: 2013-3-30 20:44 标题: record retention - Ethics
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”作者: luda002 时间: 2013-3-30 20:44
well they are both 7 years so no matter what you cant go wrong作者: tobeornottobe 时间: 2013-3-30 20:44
7 years, do it.
You can destroy after 5 and keep digital copies according to a question I got correct.