Ordinarily I hate to ask these kinds of questions, but I've already done research on my end and I've come up empty.  Is there anybody in the private sector that has set a retention period for a record series described as "Client Registers and Lists?"  Such a record series would include serial lists or registers of clients used for distribution purposes, e.g., a list of client contacts produced from a database and used to facilitate a mass mailing to clients.  Does anyone - especially those working in financial institutions -- know whether there is a legal requirement to keep such client lists beyond their period of immediate use?  If not, perhaps someone out there in the financial sector has set a retention period for this type of record based on operational/administrative value.  If you can share, I'd greatly appreciate it.  Thanks.

--Lee

[cid:image001.jpg@01C9DA38.6AB21810]
Lee R. Nemchek, MLS, CRM
Vice President, Records Management
Oaktree Capital Management, L.P.
333 South Grand Avenue, 28th Floor
Los Angeles, CA  90071

p +1 213 830-6252   f +1 213 830-8504
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www.oaktreecapital.com


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