Document Retention Policy
Last Updated 2/5/2025
Effective Date: [2/5/25]
The Elliott Group, elliott247.com, and all subsidiaries or affiliated brands (hereinafter referred to as "The Elliott Group," "We," "Us," or "Our") are committed to maintaining compliance with applicable legal and regulatory requirements regarding the preservation and management of business records. This Document Retention Policy outlines our practices for retaining, storing, and securely disposing of records and documents created, received, or maintained in the course of our business operations.
1. Purpose
This policy establishes guidelines for the retention and disposal of records to ensure compliance with legal, regulatory, and operational requirements while promoting efficient management of business information.
2. Scope
This policy applies to all records, whether physical or digital, created, received, or maintained by The Elliott Group, including but not limited to:
Customer agreements and contracts
Payment and financial records
Sales and marketing materials
Customer correspondence and support records
Legal documents and communications
Training and educational materials
Employee and contractor records
3. Retention Periods
Type Of Record
Customer contracts and agreements
Payment and financial records
Marketing and promotional materials
Customer correspondence and support
Employee and contractor records
Legal and regulatory documents
Retention Period
7 years after termination
7 years
3 years
2 years
7 years after termination
As required by law
4. Secure Storage and Access
All records will be stored in a manner that ensures their integrity, confidentiality, and accessibility.
Physical Records: Stored in secure, access-controlled locations. Digital Records: Stored on secure servers with restricted access, encryption, and backup systems to prevent unauthorized access or data loss.
5. Secure Disposal
When retention periods expire or records are no longer needed, records will be securely disposed of to protect sensitive information and ensure compliance with applicable laws.
Physical Records: Shredded or destroyed in a manner that prevents unauthorized access. Digital Records: Permanently deleted from all storage systems, including backups, using secure deletion methods.
6. Legal Holds
If The Elliott Group is involved in litigation, audits, or investigations, all relevant records must be retained until the matter is resolved, even if the standard retention period has expired. Legal or compliance teams will notify affected employees and departments of any legal holds.
7. Employee Responsibilities
All employees and contractors are responsible for adhering to this policy and ensuring that records are maintained or disposed of in accordance with the guidelines set forth. Employees must not delete or destroy any records subject to legal holds or ongoing audits.
8. Policy Review and Updates
This policy will be reviewed periodically to ensure compliance with applicable laws and regulations. The Elliott Group reserves the right to update this policy at any time as required.
9. Questions or Concerns
If you have questions about this Document Retention Policy or require clarification, please contact us at:
The Elliott Group.
11010 N Saguaro Blvd #100, Fountain Hills, Arizona 85268
Telephone: +1 800 414-2504
Email: [email protected]