GDPR and Data Retention

arongunningham

arongunningham Member

November 2018 in Technical stuff

Since GDPR, what is your firm's policy for retaining data on leads and other unengaged clients?

Comments

benjaminfabi Moderator

November 2018

I hold data from my 'dead' enquiries until end of the tax year following the tax year of the enquiry.

Benjamin Fabi
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arongunningham Member

November 2018

Thank you @benjaminfabi

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Suse1969 Member

November 2018

I'm reviewing every 6 months - updating them right now.

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