Friday 22nd September 2017
 

Financial

Financial Regulatory requirements are ever growing for financial services companies - placing increasing pressure on their day-to-day operations. As your off-site document storage partner DSM can offer support and assistance to relieve and share this burden.

Maintaining comprehensive records whether for tax, audit, business planning, pensions and investments is essential. In order to meet obligations under legislation, accountants and financial planners are required to retain records safely and securely for extended time frames.

DSM can assist in satisfying these obligations by providing a secure storage facility coupled with a fast retrieval service. Every archive box and its files can be bar-coded and traceable and each customer has 24/7 on-line access to DSM's  database. Our state of the art technology solutions include the electronic dispatch of your documents to you. Customers have on-line access to the inventories of all your off-site records and can track and trace these through DSM's web-site on retrieval.

Some of the confidential financial information that we can manage securely on behalf of customers include the following: 

  • Personal Tax Files
  • Company Audit Files
  • Bank statements
  • Personal customer information
  • Confidential Correspondence
  • Confidential information relating to company formation or dissolution 

We provide a scanning service to facilitate the storage of your files in digital format. 

In addition to storing client data securely your organisation is responsible for the timely destruction of documents once the retention period has expired. At DSM we can safely and securely dispose of any financial documents and certify this to you thereby protecting both you and your clients. 

 
 
 

Our Team 

 

Contact Us
Name
Email
Company
Phone
Query
 
CONTACT US

Unit 2
Annacotty Industrial Park
Annacotty
Co. Limerick
Phone: 061-332206
Email: info@dsm.ie

 
OTHER LINKS
 
FAQ
Terms and Conditions
Privacy Policy
Contact Us
 
STANDARDS
 
  
    
 
DIRECTIONS
 
 Copyright © 2015 Data Storage and Management Ltd trading as DSM