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Formulating Retention Policies for Corporations & Financial Services

Corporations and organizations in the financial services sector need to define formalized retention policies for electronic records and email documents. In many cases, there may already be records retention policies in place that should be modified to include electronic records. When defining an email retention policy, a corporation or financial organization should be aware of various driving factors.

This brief covers the following:

  • Regulatory Compliance
  • Legal Discovery
  • Internal Auditing
  • Destruction Policies

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