1. sorting and classification: sorting and classifying all original investment-related documents by date and type to ensure that the documents are clear and orderly.
2. Archive and backup: archive and backup all original documents, and you can choose electronic archive or entity archive. Choose electronic archiving and use secure storage devices or cloud storage services to ensure the security and accessibility of files. If you choose physical archiving, you can use labels and folders for classified archiving and ensure that it is stored in a safe, dry and fireproof place.
3. Retention period: According to legal and financial requirements, different types of original documents have different retention periods. Original documents related to investment shall be kept for at least 3-5 years. Consult an accountant or legal expert to find out the specific retention period. Company investment refers to the behavior that a company invests funds or other resources into specific projects, enterprises or assets in order to obtain returns or profits. Investment activities have an important impact on the company's growth, innovation and competitiveness, so it needs careful consideration and management.