Document Retention

The following 115 items are listed by Content Data.

Newsletters

Compliance Insights: May 2017

The May 2017 Compliance Insights newsletter includes: (1) A Call to Streamline State Supervision of MSBs
Subscriber Content
Mon, May 29, 2017
Risk & Control Matrices - RCMs

Manage Service Contracts RCM

This document outlines risks and controls common to the “manage service contracts” process in a risk control matrix (RCM...
Subscriber Content
Mon, May 15, 2017
Risk & Control Matrices - RCMs

Manage and Administer Benefits: COBRA RCM

This document outlines risks and controls common to the manage and administer benefits process when administering COBRA ...
Subscriber Content
Mon, May 1, 2017
Memos

Minimum Testing Standards for Systems and Data Memo

This memo outlines minimum IT controls around user access, change control, backup, privacy, licenses and document retent...
Subscriber Content
Mon, Oct 3, 2016
Memos

Data Breach Notification Memo

This memo's purpose is to notify an individual regarding the possibility of a personal information breach and explain th...
Subscriber Content
Mon, May 2, 2016
Newsletters

Is Your Compliance Management Making a Difference? (Board Perspectives, Risk Oversight Issue 35)

This issue of Board Perspectives: Risk Oversight describes several key elements of an effective compliance program for b...
Subscriber Content
Mon, Sep 10, 2012
Newsletters

Markets in Financial Instruments Directive

In this issue of The Bulletin, we offer our interpretation of MiFID and broach the most important changes impacting the ...
Subscriber Content
Mon, Jul 9, 2007