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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.




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