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Information Retention and Disposal Policy

Source basis

Ported from policies/Core 12 Security Policy - Information Asset Retention Guidelines.md in the legacy ISMS backup. Use this as the current maintained Markdown version and track operational records in core12-isms-management.

Confidential Information

Type of InformationRetention Period
Employee RecordsTermination of employment + 5 years
Employee Candidate Records5 years
Accounting / Financial Documents7 years
Internal PII (Mailing Lists, Leads, etc.).5 years
Client Data / PII (Distribution Lists, Application Data, etc.)2 years or as agreed upon with Client, no more than 5 years.

Internal Information

Type of InformationRetention Period
Project DocumentationIndefinitely
Project AssetsIndefinitely
Internal Memorandum / CommunicationsIndefinitely
Policies and ProceduresIndefinitely
Email Messages (w/o Confidential Information)Indefinitely

Public Information

Type of InformationRetention Period
Marketing BrochuresIndefinitely
Press ReleasesIndefinitely
Website ContentIndefinitely
Social Media ContentIndefinitely

Information Asset Disposal

All Information assets including paper and digital records must be properly disposed in accordance with the Core 12 Security Policy - Information Management Schedule.

  • Managed devices that are not assigned to an employee must be wiped completely and stored securely until an IT Disposal pickup is scheduled.

  • All IT Disposals must be done by an approved 3rd Party Vendor and a certificate of disposal must be retained.

  • Cloud providers security policies regarding disposal are reviewed regularly.