Agent record · 9 pages · Tue, Jul 14, 2026
Residency finding
This file predates the current route for its class. The jurisdiction is still correct, so it is a migration rather than a compliance failure.
Your own business record. Canadian storage, six-year clock from the record date. The retention clock runs from the record date, which is the business date on the document and not the day it was filed.
Earthquake deductible
high10% of the insured replacement value, subject to a $250,000 minimum.
Water damage deductible
high$50,000
Contingency reserve fund balance
info$412,880
1 fact waiting on you in Review. Confirming happens there and nowhere else — there is one confirmation surface in this product.
Where this class routes today
CRA books-and-records retention, six years from the end of the last tax year.
Retention is generated from the record date, so back-dating a historical import moves the whole clock with it. Nothing on this screen destroys a file — DELETE is blocked by policy on every table.
One file can be attached to a deal, a strata plan and a person at once — the same strata minutes serve every unit in the plan without being filed twice.