BUILDING (RBI AND FIDELITY FUND SCHEMES) REGULATIONS 2012
86Administration records
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86 Administration records The trustees of a scheme must retain the following documents for at least 10 years after the date of the document: (a) minutes of a meeting of the trustees at which any matter relating to the scheme is considered; (b) a record of a decision made by the trustees in relation to any matter affecting the scheme;
Chapter 3 Fidelity fund schemes and approved schemes Part 3.4 Approved schemes – prudential standards Division 4 Records, plans and reports Building (RBI and Fidelity Fund Schemes) Regulations 2012 47 (c) a document evidencing the change of a trustee; (d) a document that deals with the operations of the scheme; (e) the scheme's compliance plan and each variation to the plan; (f) the scheme's contingency plan and each variation to the plan; (g) a copy of each certificate issued; (h) a copy of each document relating to the payment of a claim made under a certificate; (i) any other document the Minister specifies by Gazette notice.