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Retention of financial documents Finance Division. Spreadsheets documents and emails that were used to arrive at the final financial conclusions are considered records under SOX data retention.

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Record Retention What to Keep and What to Toss Mize. Policy establishes 1 Definitions of financial records retention schedules archives and document destruction 2 Major categories of financial.

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Sample Document Retention Destruction Policy. Financial institutions are one of the most complex business types when it comes to record-keeping requirements This blog discusses a variety.

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