Records Retention
 
A practical retention framework—aligned to operational needs, contractual obligations, and applicable law.
This Records Retention page explains how Beacon Regulatory Services (BRS) LLC (“BRS LLC,” “we,” “us,” “our”) retains business records and certain website-related information. It is intended to support transparency and governance. For privacy-specific topics, see the Privacy Policy.
Effective date: December 17, 2025  • Retention periods may vary by jurisdiction, contract terms, and evolving legal requirements.

 
 
  • Retention principles
    BRS LLC retains records based on the following governance principles:
    • Purpose limitation: retain what is needed to deliver services, manage the relationship, and meet legal/financial obligations.
    • Data minimization: avoid retaining unnecessary personal or sensitive information.
    • Contract alignment: where retention terms are defined in a service agreement, those terms govern.
    • Legal hold: preserve records when reasonably necessary for disputes, audits, or compliance inquiries.
    • Controlled disposal: retire records via reasonable deletion or secure destruction practices.

  • Record categories we may retain
    Depending on the services requested and how you interact with us, records may include:
    • Client engagement records: statements of work, communications, meeting notes, and deliverables.
    • Operational records: onboarding details, support tickets, and project tracking artifacts.
    • Financial records: invoices, receipts, and payment confirmations (often processed via third-party providers).
    • Website interactions: contact form submissions, basic server logs, and cookie consent status (where enabled).
    We do not request confidential patient data through this website. If your project context could involve sensitive information, we will align secure channels and retention controls as part of engagement scoping.

  • Typical retention schedule (indicative)
    The table below reflects typical retention ranges used for governance planning. Actual retention may differ based on contract terms, applicable law, and legitimate business needs.
    Record typeTypical retentionOperational rationale
    Client engagement agreements & core deliverables Typically 5–7 years after engagement close Continuity, audit trail, and defense of scope decisions
    Client communications (email, meeting notes, action logs) Typically 3–7 years Traceability of decisions and change control
    Financial & accounting records (invoices, receipts) Typically 7 years Tax, accounting, and statutory obligations
    Website contact inquiries (non-client) Typically 12–24 months Customer support and inquiry follow-up
    Consent logs (where enabled by consent tooling) Typically 6–12 months (or per tool settings) Demonstrate consent preferences and governance controls
    Security and access logs (where available) Typically 12–24 months Monitoring, troubleshooting, and incident investigation support
    Contract-first rule
    If your service agreement specifies retention, return/destruction, or confidentiality requirements, those terms take precedence.

  • Disposal, deletion, and legal holds
    When records are no longer required, we take reasonable steps to delete or securely dispose of them in a manner appropriate to the storage medium and applicable obligations. We may retain certain information longer if:
    • required by law, regulation, or order;
    • needed to establish, exercise, or defend legal claims;
    • subject to audit or compliance inquiry; or
    • needed to maintain accurate business and financial records.

  • Questions or requests
    If you have a retention-related question or need to align engagement-specific records handling, contact:
    Beacon Regulatory Services (BRS) LLC
    9105 E 56th St, Ste J #2057, Indianapolis, IN 46216, United States
    Phone: +1 (317) 662-0910
    Email: This email address is being protected from spambots. You need JavaScript enabled to view it.  or  use the contact form
    For consolidated governance navigation, see Legal & Privacy.
 
 
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