Finance FN35 - Investment Management - Agreements

Accessed:	2026-07-17
Purpose of series:	Records series documenting the Investment Management Agreements (IMA). This includes pension and endowment investments.
Scope and contents:	Includes (but not limited to ) agreements, banking agreements, certificates, correspondence, and related documentation.
Cross reference:
Exceptions:

Primary offices:	Financial Services
Primary office retention trigger:	Superseded / Obsolete
Primary office disposition:	Secure Destruction
Primary office retention period:	7 years
Primary office retention instructions:	S/O= Agreement revised, surrendered, or terminated, and all obligations met. Record maintained in unit until agreement revised, surrendered, or terminated, and all obligations met. Retained for 7 additional years, then securely destroyed.

Secondary offices:	N/A
Secondary office retention trigger:
Secondary office disposition:
Secondary office retention period:
Secondary office retention instructions:

Retention rationale:

Expected operational use

Vital records	Electronic systems	Personal information	Official media
Yes	NAS, Banner	No	Paper, Electronic

Approval date:	Last updated:	Edited by:	Security classification:
2021-05-31	2021-08-30 10:31:50		Sensitive

Notes: