BondGuru
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For advisers and financial institutions

You have received a BondGuru Adviser Brief.

A BondGuru learner chose to send you a summary of their own learning record. This page explains what the Adviser Brief is, how it reached you, and what it is not.

What it is

An Adviser Brief is a summary of the learner’s contact details and Learning Record that the learner chose to send to an adviser or financial institution they selected. The learner decides the contents from a fixed menu; nothing is included unless they select it, and it never includes calculator inputs or any derived score. The learner saw the complete Adviser Brief and gave a separate, specific consent before it was sent, and BondGuru keeps a timestamped record of that consent. Terms of Use, clause 5.2

How it reached you

  • The learner entered your details themselves. BondGuru does not list, suggest, rank, select, recommend or verify any adviser or firm.
  • BondGuru delivered the Adviser Brief as the learner instructed, in the same way an email service delivers a message. It does not act for you, has no agreement with you, and receives no payment or other benefit from you for the share.
  • Once sent, an Adviser Brief cannot be recalled through the app. You are a separate organisation under the Personal Data Protection Act 2012 and handle it under your own obligations.

Terms of Use, clause 5.3

What it is not

BondGuru teaches and keeps the learner’s record. It does not advise, assess suitability, recommend products, rank or match anyone, hold money, place orders or arrange transactions. BondGuru does not derive any score, rating, risk profile or suitability conclusion from the Learning Record. Its lessons, checks and records are not a Customer Knowledge Assessment, Customer Account Review, recognised learning module or pre-transaction alert, and are not evidence that any product is suitable for a client. Everything that follows is between the learner and you.

Terms of Use, clause 5.1 and clause 2

If your firm is named in the app as a Partner Institution

Clause 5.4 of the Terms of Use applies instead of the points under “How it reached you”. Terms of Use, clause 5.4

Working with BondGuru

If your firm would like its clients to arrive prepared in this way, see BondGuru for institutions. Questions about this page: customer_service@bondguru.app. Personal-data questions: dpo@bondguru.app.