Code: 1.4.2 · Adults
Aware of the importance of keeping certain documents in a place where they can be referred to if necessary
In the case of documents in electronic format, is aware of the existence of cloud storage and of the implications of storing documents on cloud storage facilities (e.g. security and cost implications)
Can retrieve documents when necessary, including if they are stored on cloud storage facilities
Queries uncertainties relating to financial records and contracts and asks for any errors to be corrected
Asks for financial records and written contracts when not provided
Keeps multiple backups of financial records, including in electronic format