File Retention and Destruction. After this Agreement terminates or expires, GMA will close all files relating to the Retainer in accordance with its File Retention and Destruction policy. The file will be stored off-site for a period of 2 years and then destroyed. In the event that the Client and GMA agree to extract the file from off-site storage and reopen it, the Client will be required to pay an administrative fee over and above any legal fees in connection with the Retainer. This clause will survive the termination of this Agreement indefinitely.
File Retention and Destruction. You will ultimately receive a copy of all scanned documents submitted in your case. Our office policy is to return all original documents and retain copies only. An office file may be kept for a period of time, however Xxxxx Xxxxxx, LLC is not obligated to do so. 3 (2023-03) Client Client SIGNATURE(s) REQUIRED: I/We have read the Fee and Retainer Agreement and acknowledge understanding of the terms and provisions of the Agreement without reservation. This Agreement, its terms and provisions as well as the rights and duties of Client(s) hereto, shall be governed and construed according to the laws of the State of California. I/We have initialed each page to indicate my/our understanding and agreement. Dated name X Dated name XXXXX XXXXXX, LLC A Limited Liability Company X Dated By: Xxxxx Xxxxxx, CFP®, CDFA® Manager 4 (2023-03) Client Client CFP Board of Standards Disclosure (a professional responsibility form) This Financial Planning Disclosure is made between: and CFP® Certificant: Xxxxx X. Xxxxxx, CFP®, CDFA® (Xxxxx Xxxxxx, LLC). CFP® Certificant’s: Obligations and Limited-Scope Responsibilities: When acting in a Financial Planning capacity, duties and responsibilities of the planner and the client are discussed and outlined in the Xxxxx Xxxxxx, LLC “Fee and Retainer Agreement” before divorce planning services are agreed upon and rendered to the client. Xxxxx X. Xxxxxx, CFP®, CDFA® (Xxxxx Xxxxxx, LLC) does not act in the capacitiy of Investment Advisory Representative, Registered Representative, and/or Insurance Agent. Responsibilities of other professionals CFP may work with to provide necessary services: In the course of acting in the financial divorce planning process, additional services not rendered by Xxxxx Xxxxxx, LLC may be provided by other professionals. Such professionals may include, but are not limited to attorneys, accountants, investment advisory representatives, registered representatives, insurance agents, mental health care practitioners, real estate professionals, and/or pension consultants. Clients wishing such services may engage individuals for separate and typical compensation. Clients are not obligated to hire or engage any particular professional; however, they are encouraged to create a relationship with outside services that will help to provide the best information available to meet their situation or circumstance. Professional qualifications and areas of expertise: - Certified Financial Planner - CFP® - Certified Divorce Finan...
File Retention and Destruction. You will have access to the secure portal and/or receive a copy of all scanned documents submitted in your case. Our office policy is to return all original documents. Xxxxx Xxxxxx, LLC is not obligated to keep file copies.
File Retention and Destruction. Generally, at the conclusion of each matter, V Credit Pro will retain your file of work for a period of five years. At the expiration of the five year period, your file will be destroyed unless notified by you.
File Retention and Destruction. The Attorney will retain a client file for a period of seven (7) years after the conclusion of the Scope of Services. The Attorney may store some or all client file materials in a digital format. In the process of digitizing such documents, any original paper documents provided by the City will be returned to the City. Any copies of paper documents provided by the City will not be returned to the City unless the requests the return of such copies in writing. After any or all paper documents are digitized, the Attorney will destroy all paper documents in the client file, subject to the exceptions noted above. At the expiration of the seven (7) year period, the Attorney will destroy all client file materials unless the City notifies the Attorney writing that the City wishes to take possession of them. The City reserves the right to request a digital copy of all client file materials and the Attorney, agrees, subject to reasonable exceptions agreed to by the City and the Attorney, to provide all such materials to the City upon such request.
File Retention and Destruction. The Firm's policy is to deliver to clients during or promptly following the completion of a particular matter all original documents and materials the client has provided to us, and all materials prepared as a part of the representation that are necessary for the client to have. We may charge a reasonable cost for photocopying file documents.
File Retention and Destruction. You will receive copies of every important document in your case as the case proceeds. Our office policy is to keep copies of your documents, not originals. Once your case is closed, we will retain your file for 5 years. If you would like your file returned to you after 5 years, please keep us informed of your current address so we can send it to you. If you do not request the return of your file we will destroy your file after 5 years. If you are filing court papers, the court [generally] keeps your court papers indefinitely. A copy, or certified copy, can be obtained by requesting it from the court. For Los Angeles County, you can request these copies online at xxx.xxxxxxxxxxxxxxx.xxx or at 000 X. Xxxx Street, Room 112, Los Angeles, CA 90012. Party #1
File Retention and Destruction. You will ultimately receive a copy of all scanned documents submitted in your case. Our office policy is to return all original documents and retain copies only. An office file may be kept for a period of time, however Xxxxx Xxxxxx, LLC is not obligated to do so.
File Retention and Destruction. Upon terminating a matter, the Firm will, upon request, deliver to you all original documents and electronic copies of all court filings and external correspondence. The Firm will not, however, deliver its internal files pertain- ing to the matter. Those internal files (e.g., administrative records and attorney work prod- uct, including drafts, notes, internal memoranda, and research, prepared for the Firm’s in- ternal use) are the Firm’s property. For various reasons, such as minimizing unnecessary storage expenses, or for no reason, the Firm may destroy or dispose of the Firm’s files with- in a reasonable time after concluding the matter.
File Retention and Destruction. Law Firm will retain files received from and developed in handling the Client’s matter for seven (7) years following the conclusion of the matter. It is the Law Firm’s policy to destroy all files including all documents and materials therein seven (7) years after we send such files to remote storage upon completion of the matter. However, if some legal restriction on destruction is imposed or some development occurs, the retention may be modified. The Law Firm’s file retention and destruction process is automatic and the Client will not receive further notice in advance of destruction of these files. Accordingly, if the Client wishes to maintain a record of any matter beyond our retention period, the Client should consider maintaining its own files relating to the matters the Law Firm is handling. [Signature Page Follows]
