Records Classification, Retention and Disposal
Records Management | To manage Wotton + Kearney's compliance with legal professional, corporate, privacy and other obligations, we have established this policy govern our approach to records management. |
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Policy | This policy applies to all records received, created or otherwise held by Wotton + Kearney. Our policy is to:
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What is a record? | This policy uses the term ‘record’ to describe all types of data and information stored in any medium (such as digitally or in hard copy). |
Exceptions | Where Wotton + Kearney may be required to preserve certain records (e.g. records which may be relevant to actual or reasonably anticipated litigation), such records must be preserved until they are no longer required for those purposes. |
Disposal Procedure | Wotton + Kearney will periodically review records to determine whether retention periods have expired or records may otherwise be disposed of. The results of the review will be presented to the Executive Team with recommendations. The Record Owner must be notified of the intention to destroy the records and must be given a reasonable time to respond if they require any records to be preserved. The Executive Team may then authorise the disposal of the records. |
Security of Disposal | Records must be disposed of using secure methods. Data must be securely erased using IT Department-approved methods. IT assets and media must be disposed of in accordance with the Asset Management Policy. Physical records must be disposed of by using approved commercial document destruction services or by placing them in shredding bins or secure waste bins. |
Breach | Where a breach of this policy occurs:
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Our Record Classifications | Refer to Record Classification Schedule. |
