Business records, including finance documents, generally need keeping for at least six years — and your accountant may advise longer in some circumstances. Keeping your statements in order means you’re never caught out by an audit, an enquiry or a due-diligence request.
A simple archive routine
- Download each statement as a PDF and store it in a dated folder — by financial year, then by month.
- Keep the year-end summary and your Key Information Sheet alongside them.
- Back up the folder — secure cloud storage or your accounting system’s document store both work.
Our copy vs your copy
We keep records of your account too, and you can re-download historic statements from the portal while your account is open. But keeping your own archive means the documents are always to hand — including after a facility closes — without needing to ask. Treat them as the financial records they are: stored securely, shared carefully.
Whenever a change touches money, access or your company’s data, we verify the request is genuinely from an authorised person before we act. We will never ask you to confirm full security details by email or phone to release information or push through a change — if a message pressures you to do that, treat it as suspicious and contact us to check.
See also: How long do you keep my records?, Keeping statements for Companies House and audit, Finding an old statement in your history.