March 11, 2025 — Equity has revised our Document Retention Schedule. The updated schedule reflects Equity’s decision to be more prudent in determining how long a document must be kept, while still fulfilling our fiduciary responsibilities and legal obligations.
As per the revised schedule, Equity will only retain copies of engagement contracts for seven (7) years. While our membership database will always have information regarding your engagements and related earnings, the physical and digital copies of the contract will be destroyed after seven years.
If you wish to retrieve an engagement contract dated from January 1, 1994 to December 31, 2017, please contact info@caea.com with your request no later than March 31, 2025.
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