Thanks to everyone for the comments and help.

I do work in the banking arena.  As for the types of policies, we have both
types (internal and external).  A lot of the comments I have been receiving
are giving guidance to permanent retention.

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Tod Chernikoff
Sent: Thursday, January 03, 2008 4:29 PM
To: [log in to unmask]
Subject: Re: Retention for Policies

Ben:

A couple of questions.

Note:    It appears from your e-mail address that you work in the banking 
arena.

My first question is when you refer to policy, are you speaking to a broad 
edict from upper management, and not department-level procedures.  These are 
sometimes confused.

My second question is, are these policies internal (not directed at 
customers) or external (directed at customers).  In the federal government, 
where I did consulting for a number of agencies) one was referred to as 
policy, while the other was directives.

These will lead to better answers to your question(s).

Tod Chernikoff, CRM

----- Original Message ----- 
From: "Greene, Ben" <[log in to unmask]>
To: <[log in to unmask]>
Sent: Thursday, January 03, 2008 16:47
Subject: [RM] Retention for Policies


Although I do not believe there are any regulations or legal retention
requirements, does anyone have any thoughts on the retention period for
past/superseded policies?  I am struggling with two ideas....one where you
keep versions of old policies indefinitely (in case of litigation where
counsel wants to see policy at the time in question); and finally the idea 
of
keeping only the current version of the policy.  Any thoughts are welcome.
Thank you.



Ben Greene

Minneapolis, MN


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