KEAN JARMAN LTD
EXTERNAL DATA RETENTION AND DESTRUCTION POLICY
COMPANY BOOK & RECORDS – PAPER RECORDS
These records will be held securely in the offices of Kean Jarman Ltd.
The company records will then destroyed after 6 years.
A register of company books and records held by KJ in the office is maintained and updated accordingly.
The register will be reviewed annually.
COMPANY BOOKS & RECORDS – COMPUTERISED RECORDS
These records held will typically include accounting software packages, ie: SAGE back up / Quickbooks back up / SAGE payroll.
These records are stored electronically on the firm’s network and are password protected.
The company records will then be destroyed if the client leaves (or transferred to the new agent, then deleted).
AML DOCUMENTATION
These records will be destroyed 5 years after the business relationship/transaction has ended.
