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Record Retention: Six years after the closing of the account or the date on which the information was replaced or updated, whichever is earlier. Note: A firm may choose to exclude the customer's tax identification number and date of birth from the information provided to the customer.
The length of time your broker must keep records depends on the type of record. For example, firms must retain blotters containing all purchases and sales of securities for at least six years. But they must keep copies of confirmations for only three years.
If the books and records pertain to an account, the reten- tion period is for six years after the date the account is closed; otherwise, the retention period is for six years after the books and records are made. FINRA Rule 4513 requires firms to keep and preserve files of all written customer complaints in each OSI.
For instance, trade tickets for brokerage orders are required to be preserved for at least three years, while originals of all business-related communications received, and copies of all communications sent by broker-dealer should be retained for at least three years.
As outlined above, in order for broker-dealers to comply with SEC regulations under Rule 17a-4, they must retain electronic communications with customers, as well as all other communications germane to their business, for at least six years on non-rewriteable and non-erasable storage.
Any civil litigation settled for more than $15,000 and any civil judgment must be disclosed, as well as any types of liens and judgments or regulatory actions regarding other professional licenses (e.g., being suspended from the practice of law), also must be set forth in Section 14 of the U4.
In Items 14A and 14B of the U4, applicants must disclose information about certain criminal charges and convictions, including disclosure of all felony convictions and certain misdemeanor convictions. An arrest may or may not be a charge for purposes of the Form U4.
The Form U4 is the Uniform Application for Securities Industry Registration or Transfer. Individuals seeking to register as an investment adviser representative (CAR) of a registered investment adviser firm typically must use this form to become registered with a state securities' regulator.
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