[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” oblique_section=”no” text_align=”left” triangle_shape=”no” css_animation=”” box_shadow_on_row=”no”][vc_column][vc_column_text]If you become a RSM B.V. Client, or debtor, we will process your personal data for the following purposes:
| Process | Debtor Management |
| Goal | Ensuring debtors pay outstanding claims. |
| What this means for you | Whenever an invoice is created (on the basis of an agreement), a debtor is registered that is responsible for its payment. In order to ensure payment or receive guarantees, including potentially from third parties, data is required. |
| |
| Process | Invoicing |
| Goal | Making outstanding claims known to debtors. |
| What this means for you | Data is required in order to create and send out invoices. |
| |
| Process | Ledger Management & Administration |
| Goal | Managing the ledger, balance sheet and overall financial administration of the company. |
| What this means for you | By law, RSM is required to administer any document that results in a (financial) obligation, benefit, or risk. |
Debtor Management
| Goal | Ensuring debtors pay outstanding claims. |
| Personal Data | First name and last name
Gender
Email address
Phone number
Home address
Bank account number
In case of third-party sponsoring:
Third-party name
Third-party contact data
Third-party address
Signature authorised third-party representative
Optional:
Date of birth
Place of birth
Signature
Financial plan
Payment arrangement
Loan confirmation letter, including amount
Scholarship confirmation letter, including amount |
| Source of Data | From the CRM system.
Third-party data or optional data may be requested from a party using a hardcopy form or a system. |
| Legal Ground | Contractual:
On the basis of an agreement between parties, RSM would have a claim against the debtor. |
| 3rd Parties | Accountants
Banking company
CRM system
ERP system
Loan issuing company
EUR:
Email system
Optional:
EUR:
CRM system
Erasmus Trust Fund
ERP system
Payment system |
| Retention | The data is kept for 7 years. |
Invoicing
| Goal | Making outstanding claims known to debtors. |
| Personal Data | Invoices, including:
First name and last name
Gender
Email address
Phone number
Home address |
| Source of Data | From the CRM system. |
| Legal Ground | Contractual:
On the basis of an agreement between parties, RSM would have a claim against the debtor. |
| 3rd Parties | Accountants
CRM system
ERP system
Optional:
Postal company |
| Retention | The data is kept for 7 years. |
Ledger Management & Administration
| Goal | Managing the ledger, balance sheet and overall financial administration of the company. |
| Personal Data | The following documents with personal data included:
Any correspondence regarding financial issues
Agreements
Bank records
Invoices, incoming and outgoing
Payment receipts
Other financial arrangements |
| Source of Data | From the ERP system, or other processes of RSM. |
| Legal Ground | Legal obligation:
Dutch law requires RSM to create and maintain an administration. |
| 3rd Parties | Accountants
Banking company
Cloud storage system
CRM system
ERP system |
| Retention | The data is kept for 7 years. |
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