Compliance

Bluem acts as a compliance partner for organizations. The compliance requirements for financial institutions, insurance companies, investment firms, leasing companies, consumer credit parties, etc., in the Netherlands are based on a combination of national and European laws and regulations.

This also applies to other European countries. There are European and national guidelines. Below is an overview of the main laws and the associated requirements regarding customer identification, due diligence, and monitoring (including frequency).

Bluem provides a range of services that enable parties to efficiently and effectively meet their compliance requirements. This includes AML checks (PEP, Sanction, and Criminal Watchlist), Address Validation, iDIN Identification, okID ID Verification, IBAN Name check, UBO check, Exclusion Register checks (CRUKS, CCBR, CIR), and Budget checks.

Compliance

Bluem acts as a compliance partner for organizations. The compliance requirements for financial institutions, insurance companies, investment firms, leasing companies, consumer credit parties, etc., in the Netherlands are based on a combination of national and European laws and regulations.

This also applies to other European countries. There are European and national guidelines. Below is an overview of the main laws and the associated requirements regarding customer identification, due diligence, and monitoring (including frequency).

Bluem provides a range of services that enable parties to efficiently and effectively meet their compliance requirements. This includes AML checks (PEP, Sanction, and Criminal Watchlist), Address Validation, iDIN Identification, okID ID Verification, IBAN Name check, UBO check, Exclusion Register checks (CRUKS, CCBR, CIR), and Budget checks.

Compliance

Bluem acts as a compliance partner for organizations. The compliance requirements for financial institutions, insurance companies, investment firms, leasing companies, consumer credit parties, etc., in the Netherlands are based on a combination of national and European laws and regulations.

This also applies to other European countries. There are European and national guidelines. Below is an overview of the main laws and the associated requirements regarding customer identification, due diligence, and monitoring (including frequency).

Bluem provides a range of services that enable parties to efficiently and effectively meet their compliance requirements. This includes AML checks (PEP, Sanction, and Criminal Watchlist), Address Validation, iDIN Identification, okID ID Verification, IBAN Name check, UBO check, Exclusion Register checks (CRUKS, CCBR, CIR), and Budget checks.

Legal Foundations (Netherlands & EU)

Legal Foundations (Netherlands & EU)

Legal Foundations (Netherlands & EU)

As an example for the Netherlands, what legal grounds apply concerning compliance requirements? See the list below. Each EU member state has its own version of this. Therefore, compliance requirements vary slightly between countries.

As an example for the Netherlands, what legal grounds apply concerning compliance requirements? See the list below. Each EU member state has its own version of this. Therefore, compliance requirements vary slightly between countries.

As an example for the Netherlands, what legal grounds apply concerning compliance requirements? See the list below. Each EU member state has its own version of this. Therefore, compliance requirements vary slightly between countries.
  1. Anti-Money Laundering and Counter-Terrorism Financing Act (AML/CFT)

  • Central law for Anti-Money Laundering (AML) and Countering the Financing of Terrorism (CFT).

  • Applies to: banks, insurers, investment institutions, leasing companies, trust offices, payment service providers, etc.

  • Key obligations:

  • Client Research (Customer Due Diligence, CDD)

  • Mandatory reporting of unusual transactions (via FIU-NL)

  • Ongoing client monitoring

  1. Sanctions Act 1977

  • Prohibits transactions with sanctioned individuals, countries, or entities.

  • Organizations must check (inter)national sanction lists.

  1. Financial Supervision Act (Wft)

  • Regulates behavioral supervision, prudential supervision, and integrity supervision.

  • Contains provisions for controlled and ethical business operations.

  1. GDPR / General Data Protection Regulation

  • Requires that the processing of personal data is necessary, proportional, and lawful.

  • Limit the retention periods of customer data, unless otherwise required by industry regulations.

  1. European Regulations & Directives

  • The 4th, 5th and 6th AMLD (Anti-Money Laundering Directives)

  • EU Sanction Regulations

  • MiFID II (for investment firms)

  • Solvency II (for insurers)

Mandatory information for onboarding (Initial Customer Due Diligence)

Mandatory information for onboarding (Initial Customer Due Diligence)

Mandatory information for onboarding (Initial Customer Due Diligence)

Depending on the type of client (individual or legal entity), institutions must record at least the following during onboarding:

Depending on the type of client (individual or legal entity), institutions must record at least the following during onboarding:

Depending on the type of client (individual or legal entity), institutions must record at least the following during onboarding:

For natural individuals:

For natural individuals:

Data

Mandatory?

Explanation

Data

According to the identity document

Date and Place of Birth

Nationality

Address

Type, number, and validity of Identification document

Verification of authenticity and validity

BSN (if applicable)

Only if required by law

Purpose and nature of the relationship

For example, saving, investing, insuring

Source of funds

In case of increased risk

Politically Exposed Person (PEP) status

With additional safeguards in case of a positive result

UBO-check (if through an intermediary)

Sanctions list check

Initial and periodic

For legal entities (like LLCs, corporations, foundations, etc.):

For legal entities (like LLCs, corporations, foundations, etc.):

Data

Mandatory?

Explanation

Registered name, Chamber of Commerce number

Commercial register extract required

Legal form & country of establishment

Identity of representatives

Identify & verify drivers

Identify & verify UBOs

Ultimate Beneficial Eigenaren

Ownership structure

Especially in complex structures

Purpose & nature of the relationship

Source of funds

Sanctions list check

About entity and UBOs

Periodic Monitoring and Update

Periodic Monitoring and Update

Periodic Monitoring and Update

Ongoing Due Diligence (ODD)

Organizations must keep customer information up-to-date by:

  • Periodic reassessment (review)

  • Continuous monitoring of transactions

  • Screening of sanction lists and PEP lists

  • Periodic recheck of inclusion on an exclusion register

  • Checking for validity during changes (KYC data, address, IBAN number, telephone number, income details, etc.)

The frequency of this is based on risk (Risk-Based Approach, RBA):

Risk category

Frequency review (indicative)

Examples

Low risk

Once every 3-5 years

Regular consumer without cash transactions

Moderate risk

Once every 1-3 years

Freelancer, small business

High risk

Once every 6-12 months

PEP, foreign structure, trust arrangement

Note: There is no fixed legal frequency, but regulators (such as DNB or AFM) expect institutions to have a structured policy for this, and that reviews are documented.

Note: There is no fixed legal frequency, but regulators (such as DNB or AFM) expect institutions to have a structured policy for this, and that reviews are documented.

Transaction monitoring:

  • Continuous (real-time or near real-time).

  • Analysis of transaction patterns, geographical risks, sector risks, etc.

  • Strange or unusual transactions must be reported to FIU-Netherlands.

Other compliance obligations

Other compliance obligations

Other compliance obligations

For compliance, it's important to keep your administration in order. Bluem assists organizations with this through our compliance checks and Control Dashboard. Inquire about all the compliance tools Bluem offers.

For compliance, it's important to keep your administration in order. Bluem assists organizations with this through our compliance checks and Control Dashboard. Inquire about all the compliance tools Bluem offers.

For compliance, it's important to keep your administration in order. Bluem assists organizations with this through our compliance checks and Control Dashboard. Inquire about all the compliance tools Bluem offers.

Data Retention Obligation

5 years after ending customer relationship (Wwft)

Staff training

Annually (for institutions subject to Wwft).

Policy Documentation

Organizations should document and keep updated AML/CFT policies, risk assessments, and procedures.

Audits and internal controls

Regularly, depending on the risk profile.

Finally: Role of Supervisors

Finally: Role of Supervisors

Finally: Role of Supervisors

National regulators ensure that parties comply with European and national compliance requirements.
In the Netherlands, important supervisory institutions are:

National regulators ensure that parties comply with European and national compliance requirements.
In the Netherlands, important supervisory institutions are:

The Dutch Central Bank (DNB)

Banks, insurers, payment institutions

Authority for the Financial Markets (AFM)

Investment institutions, financial advisors

FIU-Netherlands

Report Center for Unusual Transactions

Tax and Customs Administration/WWFT Supervision Office

(for certain non-financial institutions)

Do you want to sell smarter, digitize processes, and increase your profitability?

Do you want to sell smarter, digitize processes, and increase your profitability?

Do you want to sell smarter, digitize processes, and increase your profitability?

Contact us and discover how Bluem can help your organization comply with all regulations.

Contact us and discover how Bluem can help your organization comply with all regulations.

Contact us and discover how Bluem can help your organization comply with all regulations.