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03 – FINANCIAL RESOURCES /
BANKING, LOANS, INVESTMENTS AND GUARANTEES

03.19

Loans, investments and guarantees  

Records relating to the management of loans, investments and guarantees, including lines of credit, term loan contracts, mortgages, forward exchange contracts, swap contracts, issues of bonds or debentures, share certificates, term deposits, investment or deposit certificates.

Copy

Unit

Active

Semi-active

Inactive

primary [ a ]

unit responsible

X1

5 years

D

secondary [ a ]

other units concerned

X1

 

D
N o t e s :                                                                              ( D = Destruction R = Retention )

1 Retention: 2 years following expiry of loan or investment certified by the record.

[   ] = medium --->a = paper b = microfilm c = electronic  d = audio-visual e = other

PREVIOUS SCHEDULE | NEXT SCHEDULE

Updated: 14/3/02

01- Administration | 02- Human Resources | 03- Financial Resources |
04- Real and Movable Property | 05- Students Affairs | 06- Community Services |
07- Teaching | 08- Research and Development | 09- Information and Communications

Records Retention Schedules for
Quebec Academic Institutions