Published on Financial Management and Budget (https://fmb.fo.uiowa.edu)

Home > Investment Statements

Investment Statements [1]

Record Description: 

Activity and investment performance reports, compliance documents

Administrative Unit Responsible for Establishing Retention Criteria: 

  • Treasury Operations [2]

Official Files Maintained By: 

  • Treasury Operations [2]

Record Category: 

  • Banking & Investments [3]

UI Retention Guidelines: 

10 years

Confidential: 

Yes

Vital: 

Yes

Year Updated: 

2023

Source URL: https://fmb.fo.uiowa.edu/investment-statements

Links:
[1] https://fmb.fo.uiowa.edu/investment-statements
[2] https://fmb.fo.uiowa.edu/administrative-units/treasury-operations
[3] https://fmb.fo.uiowa.edu/record-categories/banking-investments