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D-9.2, r. 19 - Regulation respecting the keeping and preservation of books and registers

Section 15
Disposition versions

Full text
15. All firms, independent representatives or independent partnerships shall preserve client records for a period of at least 5 years from the last of the following events:
(1)  the final closing of the client record;
(2)  the date the last service was rendered to the client;
(3)  the expiration without renewal or the replacement of the last product sold to the client, as the case may be.
Decision 99.05.76, s. 15.
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