These may already be in the financial accounts and may be captured in other records/reports End of Review and consider Finance Benefactions 8 years or committee papers. Where benefactions financial year transfer to Place of Deposit endowment trust fund/legacies - permanent retention. of Review and if no longer Finance Debtor records cleared 2 years financial year needed destroy Close of Review and if no longer Finance Debtor records not cleared 6 years financial year needed destroy of Review and if no longer Finance Donations 6 years financial year needed destroy of Review and if no longer Finance Expenses 6 financial year needed destroy Transfer to place of deposit Final annual accounts Before 20 Should be transferred to a of deposit as Finance Creation if not transferred with the report years soon as practically possible board papers Financial records of End of Review and if no longer Finance 6 Years transactions financial year needed destroy
Finance Benefactions End of financial year 8 years Review and consider transfer to Place of Deposit These may already be in the financial accounts and may be captured in other records/reports or committee papers. Where benefactions endowment trust fund/legacies - permanent retention. Finance Debtor records cleared of financial year 2 years Review and if no longer needed destroy Finance Debtor records not cleared Close of financial year 6 years Review and if no longer needed destroy Finance Donations of financial year 6 years Review and if no longer needed destroy Finance Expenses of financial year 6 Review and if no longer needed destroy Finance Final annual accounts report Creation Before 20 years Transfer to place of deposit if not transferred with the board papers Should be transferred to a of deposit as soon as practically possible Finance Financial records of transactions End of financial year 6 Years Review and if no longer needed destroy
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