OAR 411-058-0050: Client Records

Edition: Current OARD snapshotEffective: 2022-09-15Last verified: 2026-09-07

A referral agent shall maintain client records sufficient to document compliance with ORS 443.370 to 443.376 for a period of three years from the date of any disclosure statement given to a client.

Official history and status

Statutory/Other Authority: ORS 409.050, 410.070 & 443.373

Statutes/Other Implemented: ORS 409.050 & 410.070

History: APD 44-2022, amend filed 09/06/2022, effective 09/15/2022 APD 18-2018, adopt filed 06/29/2018, effective 07/01/2018

This rule cites

ORS 443.370 — resolved
443.376 — resolved

Cited by

OAR 411-058-0090: Administrative Sanctions and Civil Penalties

Official source: https://secure.sos.state.or.us/oard/