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Records Management

Efficient management of an organisation’s records and information is necessary to support its core functions, to comply with its legal and regulatory obligations, and to contribute to the effective management of its activities.

As a wholly-owned subsidiary of the University of Cambridge, Cambridge Enterprise follows the University’s records management practice and retention schedule.

Additionally, the appendix below lists further recommended retention periods specific to Cambridge Enterprise.

Appendix - recommended retention periods specific to Cambridge Enterprise

SubjectRetention PolicyAction at end of retention period
1.1 Commercialisation case files including: Patent applications, Design registrations, Trademark certifications and Contracts & Commercialisation agreements12 years from signed closing form - both digital and physicalDestroy
2.1 Investments related to research commercialisation activity refer to 1.1
2.2 All other Seed Funds activity including: business plans, portfolio company information, valuations, investment agreements, share sale agreements.
12 years from signed closing form - both digital and physicalDestroy
3.1 Cambridge Enterprise Annual ReviewFinal digital version to be filed on Marketing SharePointRetain digital copy on Cambridge Enterprise SharePoint and send to Periodicals Department, University Library.
Deletion of hard copies 2 years from release date
4.1 Digital and physical collateralUntil supersededKeep digital copy for 2 years from end of use
4.2 External company logosIn line with individual company consentDeletion to be kept in line with individual company consent

Any questions?

If you have a query on any aspect of records management that is not answered above, please contact us.