Retention Schedule

Perfect Platters by Julie retention schedule

This retention schedule tells you how long we keep recorded information and how we dispose of it.

1. Data Protection

Customer names, addresses and contact details will be deleted or anonymised when no longer needed

2. Financial

Invoices and reciepts have a retention period of 6 years.

Bank statements have a retention period of 7 years.

3. Client and Event

Booking forms and contracts have a retention period of 7 years after contract end.

Food choices and allergen information has a retention period of 7 years.

Customer complaints have a retention period of 5 years.

4. Operational Records

Food safety / HACCP records have a retention period of 6-10 years.

Accident reports and incident logs have a retention period of 6-10 years.

5. Health and Safety

Risk assesments have a retention period of 7 years.

6. Personnel

Personnel files and contracts have a retention period of 5 years.

What happens when the retention period ends?

When the retention periods ends, documents will be shredded or electronically deleted.

Last updated

This privacy policy was last updated 29/04/2026.

If you wish for all your details to be deleted after your event, please email me at perfectplatters.byjulie@gmail.com