17th Aug 2018 at 10:25 am #67535
Question from Karen Deller
Hi, we are an accredited provider with SSETA and have always been told by their external moderators that we have to keep portfolios for at least five years. i am trying to get confirmation of this rulings as I have a client challenging our decision. SSETA is not committing either way. Has anyone else heard this? And, hopefully, do you have it in writing? (Or course I am delighted as it means I can free up three big storage rooms – but I dont want to get onto trouble later again).
- This topic was modified 1 year ago by sylvia hammond.
17th Aug 2018 at 12:47 pm #67538
This is one of those indeterminate issues where everybody has their own interpretation of retention periods. While 5 years appears to be a generally accepted practice, perhaps we should establish from QCTO what they consider acceptable retention periods for various records?
17th Aug 2018 at 8:24 pm #67541
20th Aug 2018 at 9:45 am #67545
20th Aug 2018 at 10:38 am #67546
Thank you to all who responded.
I emailed the QCTO CEO Vijayen Naidoo and he responded very quickly and asked for further details. He is now in communication with Karen Deller who raised the issue.
Vijayen has promised to investigate, and so we will publish when we have the guidance in writing.
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