How should client files be organized for easy retrieval during audits?

• A. Separate ROA, SOA, FSG, product disclosures, communications, and evidence of needs and suitability; maintain version control and secure storage.
• B. Keep all client documents in a single secure folder, with no version history.
• C. File documents by appointment date without separation by document type.
• D. Store only final versions and discard earlier drafts after closing a file.

Answer: (A)