Bartholdi Labs
Internal, Bartholdi only
Screen 10 of 10Compliance and Documents
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Internal section, confidentialThe fields below are visible to Bartholdi only. They never appear in client materials.
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Compliance and Documents

The signed paperwork that lets us work together: NDA, mentor agreement, insurance, identification, GDPR consents. Banking proof is collected separately by secure link after submission.

Compliance documents

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Upload your countersigned NDA. The current Bartholdi NDA template is available for download from the Help icon.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

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Upload your countersigned mentor agreement. The current template is available from the Help icon.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

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Upload your current professional liability insurance certificate. The system will alert you 60 and 30 days before expiry.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

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Upload your signed conflict of interest declaration. Re declared annually.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

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Required for KYC. Document is encrypted at rest and accessible only to compliance staff.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

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Banking details are handled separately.

After you submit this form, we will email you a secure link to upload your RIB or equivalent. The file goes to a private folder accessible only to Bartholdi finance, never to client materials, never to AI processing.

Career proof

Bartholdi only

An up to date CV. Used as a reference document for your internal owner and as a fallback source for AI generated bio drafts when needed.

Files live in this tab only until you submit. Closing the tab requires you to upload again.

GDPR consents

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