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WalsonParker / Institutional perspective

Records retention

The purpose, duration and continuing relevance of retained information.

Retention has a purpose

Keeping information requires a reason that remains relevant over time. Operational needs, the context of a relationship and applicable obligations can affect whether a record should continue to be held.

A considered lifecycle

Retention decisions involve both keeping and disposing of information appropriately. Different categories of records may require different treatment; a general principle does not establish a single retention period for every situation.

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