DOCUMENT RETENTION & ARCHIVING POLICY

Mototolo Platinum Mine – MPLATS ENTERPRISE (PTY) LTD
Effective Date: 02 June 2025
Review Cycle: Annually


1. PURPOSE

To ensure the systematic control, safekeeping, and eventual disposal of business records to support operational efficiency, regulatory compliance, historical preservation, and legal protection.


2. SCOPE

This policy applies to all departments and employees handling electronic and physical documents created, received, or maintained in the course of business operations.


3. CATEGORIES OF DOCUMENTS & RETENTION PERIODS

Document Type Retention Period Notes
Financial Records (Invoices, Statements) 5 Years As per SARS requirements
Tax Records 7 Years In accordance with Income Tax Act
HR & Payroll Records 5 Years Includes contracts, leave records, etc.
Employee Files (Post-Termination) 3 Years From date of exit
Procurement & Contracts 10 Years Includes POs, RFQs, supplier contracts
Legal & Compliance Documents Permanently or 10 Years min. Includes licenses, permits, litigation files
Safety, Health & Environmental Records 7 Years Includes incidents, audits, training logs
Maintenance & Inspection Logs 5 Years Plant, vehicle, and equipment maintenance
Internal Audit Reports 5 Years Unless otherwise specified
Board & Management Meeting Minutes Permanently Corporate governance
Operational Reports 3–5 Years As determined by department head
Email Correspondence 1–3 Years If related to legal or project matters

4. RESPONSIBILITIES

  • Document Owner/Creator: Responsible for accurate filing and secure storage of records.

  • Records Officer / Departmental Custodian: Ensures compliance with retention schedules and facilitates archiving.

  • IT Department: Maintains secure backup systems for electronic records and ensures data integrity.

  • Compliance Manager: Conducts periodic reviews and ensures regulatory alignment.


5. STORAGE & ARCHIVING

  • Physical Records: Must be stored in secured, access-controlled archive rooms with environmental protection.

  • Digital Records: Archived on secure servers with encryption, access control, and regular backups.

  • Cloud Storage (if applicable): Must comply with POPIA and international data security standards.


6. ACCESS & SECURITY

  • Access to records is role-based and granted only to authorized personnel.

  • Confidential and sensitive documents must be clearly marked and stored accordingly.

  • Document access logs may be maintained for audit purposes.


7. DESTRUCTION & DISPOSAL

  • Documents that have surpassed their retention period and are no longer required must be destroyed securely.

  • Physical Documents: Shredded or incinerated by approved personnel.

  • Electronic Files: Permanently deleted using data-wiping software.

A Certificate of Destruction may be required for highly sensitive materials.


8. NON-COMPLIANCE

Failure to comply with this policy may result in disciplinary action and may expose the company to legal risk or financial penalties.


9. POLICY REVIEW

This policy will be reviewed annually or sooner if changes in legislation or business processes require.


Document Control Contact:
Records & Compliance Officer
Email: compliance@mplats.co.za
Tel: 013 516 0549

Did you find this article useful?