Research record retention

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Research records that support the reasons for the analyst’s conclusions and any investment actions taken are recommended to maintain for 7 years.

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Mnemonic[edit]

Ryan Reynolds 7 years itch

RR Research Record retention
7 years itch 7 years retention period

Imagine Ryan Reynolds is in his 7th year marriage (7 years itch). His wife suspects her husband is in an affair. She bugs him and hires a detective to record him.

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