Policy
Records management
What records we keep and for how long.
Draft for board adoption. This policy will be reviewed and adopted by the board at its first meeting, then reviewed every year. Questions? Use our contact form.
What we keep
Constitution and registers of members, directors and interests. Board minutes and resolutions. Financial records, bank statements and receipts. Grant applications, agreements, reports and acquittals. Gift and receipt records. Participant consent and programme records. Complaints and incident registers.
How long
At least seven years after the record is created or the activity ends, unless a law or funder requires longer. Health information follows our privacy policy.
How
Records are stored in secure systems with access limited to people who need them, backed up, and destroyed securely when no longer required.