Estates and Trusts: Financial Papers
Record Type
These are
principal or operational records
, that is, material directly related to the mandate or mission of your office.
This rule applies to records in paper and digital formats.
Retention Period
Action 1:
Keep record
active
in your office for
as long as record is current
.
Action 2:
Send record to the University Archives for
permanent
storage.
Additional Comments
The records sent to the Archives will be transferred to the endowment files.
McGill Archives
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