Document Retention Policy (General)

This policy establishes an organization’s approach to retaining, archiving, and disposing of business records. It provides a structured framework for determining how long different categories of documents should be kept and how they should be handled at the end of their retention period.

What This Form Supports:

• Consistent record-keeping practices across the organization.

• Documentation of retention periods for operational, legal, and historical records.

• Clear guidance on record disposition, including archiving and destruction.

• Support for compliance, audits, and internal governance.

This policy is typically adopted as an internal governance document and should be reviewed periodically to ensure alignment with applicable legal and regulatory requirements.