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Records Retention Schedule – Business  Development 
Records Management 
  14.07.2009    Mario Rieger   

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Records Retention Schedule Business Development

Record Code

Department

Office of Record

Record Title

Record Description

Retention Time

BD‐001

Business  Development

Business Development or Agreements ‐  Legal (if required Copies by agreement)

Copies of agreements related to licensing and acquisitions, business endeavors and opportunities.

ACT

BD‐002

Business  Development

Business  Development

Agreements ‐  Drafts

Draft copies of contracts related to licensing and acquisitions, business endeavors and opportunities.

BD‐003

Business  Development

F

Records including correspondence, presentations, and other information obtained with confidentiality agreements Business Confidential 3rd  in place with 3rd parties, related Development or Party Records ‐  to licensing and acquisitions, Legal (if required business endeavors and Copies by agreement) opportunities. Included are internal documents produced as part of early assessment and due diligence activities.

r o

iv r p

u te a

e s
ACT
ACT

! ly n o
TAX, SOX, VIT

Record Classification

Comments

Legal retains the original versions of contracts from Business Development for the longer of T+7 or FTA. Copies should not be retained longer than the originals.

ACT=Until agreement is  finalized or project/deal is  terminated.

ACT=Retention defined in confidentiality agreement with 3rd party.

Mario Rieger

Digitally signed by Mario Rieger DN: cn=Mario Rieger, o, ou, email=mario_rieger@web. de, c=US Reason: I am the author of this document Date: 2009.07.24 15:14:30 +02'00'

Records Retention Schedule Business Development

Record Code

Department

Office of Record

Record Title

Record Description

Retention Time

BD‐004

Business  Development

Business  Development

Deal  Spreadsheets and Analytics/Evalua presentations, including all financials. tions

BD‐005 BD 005

Business  Development

Business  Development

Files Related to  parties and due diligence records related t li d l t d to licensing and i d Finalized  Fi li d acquisitions, business Agreements
endeavors and opportunities.

BD‐006

Business  Development

F

Business  Development

r o

Files Related to  parties and due diligence Projects/Deals  records related to licensing and
Not Executed acquisitions, business endeavors and opportunities.

iv r p

Correspondence with 3rd

u te a

e s
ACT T+2 T 2 ACT

! ly n o
T Termination of the  T=Termination of the  agreement.

Record Classification

Comments

Correspondence with 3rd

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