The date the retention period starts depends on a few factors, but generally it'll be when all the loose ends binding us to the transaction are tied up. Now, let's say the records are all snugged up tight in the firm's secure files, what sort of accessibility is required for them during the three-year retention period?" 

Answer rating: 100% (QA)

Answer During the retention period the records should be easily accessible to authorized individuals ... View the full answer