Investment Confirmations
Arranged By:
Chronological
Application Number:
89-23
Item Number:
180.09
Purpose:
This record series consists of investment confirmations (official notices regarding the purchase or sale of securities, bonds, etc.) received from banking and financial institutions through which the University makes investments. Some of these confirmations come via the Board of Regents, which then maintains the original. This record series is audited annually.
Procedure:
Retain in office for six (6) years after the investment has been liquidated, then dispose of provided all audits have been completed under the supervision of the Auditor General, if necessary, and no litigation is pending or anticipated.
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