Records for reciprocal referrals must be kept for five years: which item correctly describes the requirement?

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Keeping records of reciprocal referrals tests how you document and retain information about referral arrangements. When two professionals agree to refer clients to one another, ethics rules require you to preserve documentation of those referrals for five years. This long retention helps show the existence and terms of the arrangement and provides a traceable record in case of audits or ethical reviews, ensuring the referrals aren’t tied to impermissible compensation or improper influence. The item described—records of reciprocal referrals—directly reflects what must be kept for the five-year period, making it the correct description. Tax records, marketing brochures, and client intake forms serve other purposes and do not specify the five-year retention requirement for reciprocal referrals.