Why should I use Bambu GO?
Bambu GO is designed for financial advisors wanting to reach and engage prospective clients digitally.
Bambu GO can also help advisors:
- Know more about their client’s financial situation and goals
- Automatically generate financial plans for their clients
- Capture client’s contact details for follow-up
What is the difference between Bambu GO Connect and Transact?
Connect is a robo-advisor that lets you create financial plans for prospective clients and capture leads at scale.
Transact takes Connect to the next level. It can handle investment transactions and is equipped with intelligent features like goal health-check and portfolio rebalancing.
Do I need to be a certified financial planner to use Bambu GO?
Yes, you need to be a certified financial advisor to provide financial advice.
How should I use Bambu GO to get the most optimal result?
Once you configure Bambu GO and generate your own robo-advisor link, you may use it to connect your email, social media and other forms of digital marketing.
Instead of just directing prospective clients to your website, now you can use your own robo-advisor to understand their needs, create a financial plan and capture their contact details.
What country does Bambu GO support?
Bambu GO can be used globally.
Can I display my local currency?
As of now, only the US dollar is supported. We will be rolling out global currency support in the near future.
Which company is behind Bambu GO?
You may have guessed–it’s Bambu! We are a wealth-tech company based in Singapore. We have built solutions for leading financial institutions worldwide, such as Franklin Templeton, HSBC, Standard Chartered, Vestwell, and Principal Asset Management.
For more info about us, visit our company website.
Is there a demo?
You can watch a video demonstration of Bambu GO here.
If you want to try Bambu GO yourself, you may sign up here.
Can I try before I subscribe to Bambu Go?
I'm sold, where do I sign up?
What information / document do I need to prepare before signing up?
We just need some basic information like an email and password as well as your personal and business details. Nothing out of the ordinary!
Can I pay for one account and share it with my colleagues?
Yes, you can! We don’t limit the number of people who can access the same account.
What's the cost to use Bambu GO?
Bambu GO Connect costs US$99 per month. No hidden fees whatsoever.
What payment method do you support?
We only support credit card at the moment, and it is processed by Stripe–the same online payments company that Apple and Amazon use.
Can I get a discount for annual billing?
Sorry, but there is no annual discount available for now.
When do I get billed?
If you subscribe to Bambu GO on the 2nd of the month, you will get billed on the 2nd of the following month.
Payment will be made automatically using the same credit card you used to subscribe the first time.
What happens if I subscribe in the middle of the month?
No worries at all. If you subscribe on the 15th of the month, you’ll always get billed on the 15th of the subsequent month.
Can I cancel my subscription?
How do I access the advisor platform?
Can the link to the advisor platform be customized to match my organisation?
Sorry you can’t do this yet. But we’re working on it!
Is the advisor platform customizable?
The advisor platform itself cannot be customized to match your brand color or display your logo. But on the advisor platform, you can customize the design and features of your the client platform–essentially the robo-advisor that you will use to engage your clients.
What can advisors do on the platform?
On the advisor platform, you can:
- Personalize the logo and design of your robo-advisor to ensure consistency with your brand
- Adjust the display and order of your goals according to your expertise
- Configure the model portfolios to match your offering
- Write your own content such as your profile so clients can get to know you
- Set up leads filtering so you only capture clients that are worth your time
- Upload your own legal documents to comply with the regulations
- Customize the robo-advisor link that you can share with your clients
Can I view the advisor platform from my mobile device?
Customizing your own robo-advisor is a complex task so we recommend doing it on a larger screen like your desktop or laptop computer.
How will my clients access the platform?
Your clients can access your robo-advisor via a link that you can customize before sharing with them.
Can the link to the client platform be customized to match my organisation?
Yes, you can customize the link of your robo-advisor but it will have to follow to the following format: your-robo-advisor-name.go-bambu.co.
Is the client platform customizable?
Absolutely! The design, goals, portfolio and some key contents of your robo-advisor is customizable.
What can my clients do on the platform?
Bambu Go can understand your client’s financial situation and goals. In return, it can generate a financial plan to give your client an idea on how they can achieve their goals.
They may download the generated financial plan to keep as a copy.
And if your clients are interested, they can schedule an appointment with you to discuss the plan further.
Can my clients view the platform from their mobile device?
Yes they can! Tablet and desktop device are supported too.
What are the assumptions for the Projection Screen?
The return projection chart uses simple theoretical probabilistic return projections based on expected returns and standard deviation estimates. It does not use Monte Carlo simulations. We assume that returns are normally distributed around the mean. The chart provides an optimistic and a pessimistic scenario, each of them being half a standard deviation away from the mean. The target probability used to estimate the likely scenario is 57%.
What can and cannot be customized regarding the risk buckets?
Where is Bambu GO hosted?
Bambu GO is hosted in the cloud by Microsoft Azure–the same cloud hosting company that is used by leading financial institutions like AXA, Manulife, Franklin Templeton and HSBC.
Where is it built?
Bambu Go is built by Bambu in Singapore. Everyhing is designed and built in-house with no parts outsourced.
What security practices do you follow?
Our control measures evolve around the NIST cybersecurity framework that focus on the 5 main factors, Identify, Protect, Detect, Respond and Recover.
We continuously ensure that our platform complies with industry standards for cyber security, such as ISO/IEC 27001.
Our platform is able to offer authentication via LDAP together with a 2 step verification process, such as OTP.
What is the system requirements for Bambu GO?
Bambu Go is compatible with the latest versions of popular web browsers such as Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari.
It can be accessed on desktop and laptop computers running Windows, macOS, and Linux operating systems, as well as on mobile devices including smartphones and tablets running iOS and Android.
For the best experience, we recommend using the latest version of your preferred browser and ensuring that your device operating system is up-to-date.
Does Bambu collect any data from Bambu GO?
Bambu GO collects and stores data but never personally identifiable data. And we never sell your data to anyone else.
Is Bambu GO compliant with data privacy laws such as GDPR in the EU?
Yes, it is compliant with GDPR (EU), VCDPA (Virginia), CCPA (California), and LGPD (Brazil).
Bambu GO does not store any personally identifiable information (PII) and it requires user consent before it runs any kind of cookie for marketing & analytics tracking purpose.
How does Bambu GO handle investments?
This feature is coming soon in Bambu GO Transact. For now, you can use Connect to engage your leads and generate investment plans at scale.
Sign up here and you’ll be the first to know when Transact is ready!
Is there a human that I can talk to in case I need help with Bambu GO?
We are happy to help! Please get in touch with us.
I need a much more customized solution, can you help me?
Absolutely. Bambu can design and build custom wealth-tech solutions and we have been doing that for the past five years for companies like Franklin Templeton, HSBC and Standard Chartered.
Our sales team is happy to hear more about your requirements. Get in touch with them here.
Terms of Service
General Terms and Conditions
SECTION A
This General Terms and Conditions (GTC) Agreement (“Agreement”) is a legal agreement between you (“Client”) and Mangosteen BCC Pte. Ltd. (Bambu) governing your access and use of the company’s Bambu GO product (“Product”).
By accessing or using the Product, you agree to be bound by the terms and conditions of this Agreement. If the Individual accepting this Agreement is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity and its affiliates to these terms and conditions, in which case the term “Client” shall refer to such entity and its affiliates. If the individual accepting this agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this Agreement and may not use the Product.
The Product may not be accessed for the purpose of monitoring its availability, performance or functionality or for any other benchmarking or competitive purposes.
Bambu’s direct competitors are prohibited from accessing the Product except with Bambu’s prior written consent.
This Agreement was last updated on April 28, 2023. It is effective between the Client and Bambu as of the date of Client’s accepting this Agreement (the “Effective Date”).
- Definitions
- “Affiliate” means any entity, directly or indirectly controlled by, controlling, or under common- control with a party to the Agreement. If an entity ceases to meet these criteria, it shall cease to be an Affiliate under these GTC.
- “Agreement” means this General Terms and Conditions Agreement.
- “Applicable Taxes” means the sales, use, consumption, goods and services, and value-added taxes applicable to the Services, except taxes imposed on Bambu’s income.
- “Authorized User” means any employee or contractor of Client or other individual or entity who is authorized by Client to access and use the Services or who uses the Services under Client’s account. Authorized Users must be identified by Client to Bambu.
- “Confidential Information” means any information disclosed by one party (the “Disclosing Party”) to the other party (the “Receiving Party”) which: (i) is marked as proprietary by the Disclosing Party; or (ii) the Receiving Party should reasonably understand to be confidential. Confidential Information does not include information that: (a) is independently developed by the Receiving Party, without reference to the Disclosing Party’s Confidential Information; (b) is already in the Receiving Party’s possession prior to receipt from the Disclosing Party; (c) is Content; or (d) is or becomes publicly available other than through violation of the Agreement.
- “Covered Country” means each contracting party to The Patent Cooperation Treaty (currently published at http://www.wipo.int/pct/en/).
- “Client Content” means Client’s data uploaded, generated, stored, or transmitted by Client to Bambu, as a part of Client’s use of the Services.
- “Documentation” means all written, electronic, online, and other documentation provided or made available by Bambu to Client under this Agreement relating to the Services.
- “End Users” means customers receiving services from Client via the Client Application.
- “Fees” means the fees payable by Client pursuant to this Agreement.
- “Infringement Claim” means claims, suits, actions, or proceedings brought against the Client in a court of competent jurisdiction in a Covered Country by a third party which alleges an infringement by the Services of a third party’s patent, copyright, or trade secret.
- “Intellectual Property Rights” includes copyright, and all worldwide rights conferred under statute, common law or equity in relation to inventions (including patents), registered and unregistered trademarks and designs, circuit layouts, data and databases, confidential information, know-how, and all other rights resulting from intellectual activity. “Intellectual Property” has a consistent meaning, and includes any enhancement, modification or derivative work of the Intellectual Property.
- “Services” means the Software Services and the Support Services provided by Bambu to Client pursuant to this Agreement.
- “Software Services” means the proprietary software programs provided on a software-as-a-service basis comprising the BambuGo platform, including the front-end customer interface and journey, applicable APIs (required to deliver the relevant functionality), the administrator dashboard, engine algorithms and databases, and includes an Update to such software programs.
- “Update” means a new version of the Software Services released by Bambu intended to provide bug fixes and resolve other technical issues without providing new features or additional functionality.
- “Affiliate” means any entity, directly or indirectly controlled by, controlling, or under common- control with a party to the Agreement. If an entity ceases to meet these criteria, it shall cease to be an Affiliate under these GTC.
- Term of this Agreement
- This Agreement will be effective on the Effective Date and will continue in effect, unless terminated in accordance with this Agreement, Section 8 (Termination).
- This Agreement will be effective on the Effective Date and will continue in effect, unless terminated in accordance with this Agreement, Section 8 (Termination).
- Services
- Bambu will provide the Services to Client pursuant to the terms of this Agreement (including these GTC).
- As reasonably necessary to reflect changes in its business, technology and service offerings, Bambu may change its rules of operation, policies, access procedures, software, the Services or the Documentation. Bambu will provide notice of changes by posting information concerning the changes via email or by notification directly through the Services (e.g. via the Client administrator dashboard). If a change has a material adverse effect on Client’s use of the affected Services, Bambu will: (i) give reasonable advance written notice identifying the reason for the change and the expected impact prior to implementing such change; and (ii) consult with Client to identify ways to mitigate the impact of any such change.
- Client acknowledges that access to and use of any third party vendor’s software as part of the Services may be subject to Client agreeing to third party terms applicable to such software.
- Bambu may employ its Affiliates and third parties worldwide in the performance of the Services, provided that Bambu shall remain primarily responsible to Client.
- Bambu will provide the Services to Client pursuant to the terms of this Agreement (including these GTC).
- Client Responsibilities
- Client is responsible for: (i) obtaining, installing, and maintaining the equipment, communication lines and support services necessary to access the Services; and (ii) ensuring that its Internet or telecommunications connections (if applicable), hardware, devices and software are secure and compatible with the Services.
- Use of the Services may require Client to create an administrator account for a Client administrator. The Services may enable the Client administrator to provision and register Client’s Authorized Users to access and use the Services. Client is responsible for keeping Authorized User registration information accurate, complete and up to date.
- Client shall be responsible for: (i) acts or omissions by its Authorized Users; (ii) maintaining the confidentiality of access credentials (including usernames, passwords, and keys) used by Client or its Authorized Users; (iii) ensuring compliance with this Agreement by each Authorized User; (iv) ensuring compliance with any agreements between Customer and End Users (for clarity, including any privacy policy or statement); and (v) ensuring compliance with applicable local, state and national laws and regulations in connection with the use of the Services or End User data, including those related to financial and investment advice, export compliance, data privacy, international communications and the transmission of data.
- Bambu may suspend the Services without liability to Bambu in order to comply with applicable law, or to prevent damage to Bambu or its other Clients and End Users. Upon written notice to Client, Bambu may require Client’s assistance in verifying usage of the Services in compliance with the terms of the Agreement.
- Client shall be responsible for obtaining appropriate licences to provide financial advisory services.
- The Customer shall not access, store, distribute or transmit any Viruses, or any material during the course of its use of the Services that:
- are unlawful, harmful, threatening, defamatory, obscene, infringing, harassing or racially or ethnically offensive;
- facilitate illegal activity;
- depict sexually explicit images;
- promote unlawful violence;
- are discriminatory based on race, gender, colour, religious belief, sexual orientation, disability, or any other illegal activity; or
- cause damage or injury to any person or property; and Bambu reserves the right, without liability to the Customer, to disable the Customer’s access to any material that breaches the provisions of this clause.
- are unlawful, harmful, threatening, defamatory, obscene, infringing, harassing or racially or ethnically offensive;
- Client is responsible for: (i) obtaining, installing, and maintaining the equipment, communication lines and support services necessary to access the Services; and (ii) ensuring that its Internet or telecommunications connections (if applicable), hardware, devices and software are secure and compatible with the Services.
- Restrictions on Use
- Notwithstanding anything to the contrary, Client will only use the Services for Client’s internal business purposes as part of the Client Application. Only Client’s Authorized Users may access and use the Services.
- Client shall not: (i) resell the Services to third parties without Bambu’s prior express written agreement; (ii) create multiple free accounts under different or fake identities or otherwise that enables Client to exceed any usage limits associated with the Service; (iii) disclose to any third party the results of any benchmarking testing or comparative or competitive analyses of the Services done by or on behalf of Client; or (iv) modify, reverse engineer, decompile, create derivative works based on, or otherwise attempt to discover the source code, object code, or underlying structure, ideas, or algorithms of the Software Services or any third party vendor’s software that are included in the Services.
- Client acknowledges that: (i) it does not have any rights to Software Services (or Documentation) or to any third party vendors’ software that are included in the Services, other than the use and access thereof as part of receiving the Services; and (ii) it does not receive any title, license, rights or ownership in or to any of the foregoing.
- Bambu’s acceptance and onboarding of Client should not be interpreted as an advice or opinion of Bambu as to the legality of the Client Application (or other Client products and services) and of Client’s intended use of the Services. Client is and remains solely responsible to ensure the Client Application (and other Client products and services) offered and/or sold are compliant with the applicable laws in its country of origin and the countries its customers are based in. Client warrants by signing this Agreement that it has made inquiries into the rules applying to the Client Application (and other Client products and services) and the relevant applicable laws in advance of providing the Client Application (and other Client products and services).
- If Bambu in its reasonable discretion determines that there is a significant risk that the Client Application (and other Client products and services) are not, or are no longer, compliant with applicable laws, Bambu has the right to terminate the Services and this Agreement.
- Notwithstanding anything to the contrary, Client will only use the Services for Client’s internal business purposes as part of the Client Application. Only Client’s Authorized Users may access and use the Services.
- Intellectual Property; Client Content
- Bambu alone owns all right, title and interest, including all related Intellectual Property Rights, in and to (i) the Bambu Go platform, (ii) the Services, (iii) the Documentation, and (iv) any suggestions, ideas, requests, feedback, recommendations or other information provided by Client or any other party relating to the foregoing (“Feedback”), and Bambu reserves all rights to use, modify and allow others to use such materials. Client hereby makes all assignments necessary to achieve such ownership of any Feedback. Client may not remove Bambu’s copyright or other proprietary notices from the Documentation or any part of the Services.
- As between Client and Bambu, Client Content belongs to Client, and Bambu makes no claim to any right of ownership in the Client Content. Client represents and warrants to Bambu that Client is the owner of all rights to the Client Content, or that Client has the right to reproduce, distribute and transfer the Client Content for the purposes of this Agreement.
- Bambu will store and safeguard Client Content in accordance with the administrative, technical, and physical security controls and procedures as defined in this Agreement. Client remains solely responsible for the Client Content and for ensuring that the Client Content complies with this Agreement and with all legal and regulatory obligations applicable to the Client Content. Only to the extent necessary for Bambu to perform its obligations under this Agreement, Clients grants Bambu the right to use, copy, process, rename, publish or display Client Content. Notwithstanding the foregoing, if any portion of the Client Content contains material that is harmful to Bambu’s systems or the Client Content (for example a virus), Bambu reserves the right to act without Client’s consent to protect Bambu’s systems and the Client Content.
- With respect to Client Content, any applicable data retention period and/or any data return service provided with the Services, as well as any fees payable by Client therefore, will be specified in this Agreement. Bambu shall have no obligation to retain or delete Client Content or to return Client Content to Client except as provided in this Agreement.
- Bambu alone owns all right, title and interest, including all related Intellectual Property Rights, in and to (i) the Bambu Go platform, (ii) the Services, (iii) the Documentation, and (iv) any suggestions, ideas, requests, feedback, recommendations or other information provided by Client or any other party relating to the foregoing (“Feedback”), and Bambu reserves all rights to use, modify and allow others to use such materials. Client hereby makes all assignments necessary to achieve such ownership of any Feedback. Client may not remove Bambu’s copyright or other proprietary notices from the Documentation or any part of the Services.
- Data Protection
- Bambu will provide the Services in accordance with privacy and data protection laws, to the extent applicable to Bambu. Bambu’s Privacy Policy is located at http://www.bambu.co/. Before any End User engages with the Client Application in a manner that uses the Services, Client warrants and will ensure that it provides all notices and obtains all consents required under applicable law to enable Bambu to process End User data in accordance with Bambu’s privacy policy.
- To the extent that Bambu processes personal data on behalf of Client in performing the Services: (i) Bambu shall implement reasonable and appropriate technical and organizational measures designed to protect personal data against unauthorized or unlawful processing; and (ii) Bambu shall not collect, sell or use such personal data except as necessary to perform the Services, or as otherwise permitted by the applicable laws.
- Client acknowledges that, notwithstanding the security precautions deployed by Bambu, the use of, or connection to, the Internet provides the opportunity for unauthorized third parties to circumvent such precautions and illegally gain access to the Software Services, Client Content and End User data. Bambu cannot and does not guarantee the privacy, security, integrity or authenticity of any information transmitted over or stored in any system connected to or accessible via the Internet or otherwise or that any such security precautions will be adequate or sufficient.
- To the extent that Bambu requires personal data to provide the Services, Client will provide personal data only to the extent reasonably required. Client is responsible for implementing and maintaining privacy protections and security measures for components that Client provides or controls, as well as complying with its obligations under this Agreement or otherwise required by law.
- The Client acknowledges and agrees that the personal data may be transferred or stored outside the EEA or the country where the Customer and the Authorised Users are located in order to carry out the Services and Bambu’s other obligations under this agreement.
- Bambu will provide the Services in accordance with privacy and data protection laws, to the extent applicable to Bambu. Bambu’s Privacy Policy is located at http://www.bambu.co/. Before any End User engages with the Client Application in a manner that uses the Services, Client warrants and will ensure that it provides all notices and obtains all consents required under applicable law to enable Bambu to process End User data in accordance with Bambu’s privacy policy.
- Termination
- For cause. A party may terminate this Agreement for material breach by the other party if the other party fails to cure such breach within 30 days after written notice. For material breaches relating to the rights granted or restrictions in Sections 4 (Client Responsibilities), 5 (Restrictions on Use) or 13 (Confidentiality), no such cure period will be granted and such termination may be immediate. Except in the event of a material breach or as specifically provided in these GTC or in this Agreement, neither party will be permitted to terminate this Agreement prior to the end of the Initial Term specified in Section A or any Renewal Term.
- Actions upon termination. Upon any termination of this Agreement, Client will immediately either deliver to Bambu or destroy all copies of (i) Documentation, and (ii) any of Bambu’s third party vendor’s software that is included in the Services, which are in Client’s possession or control.
- Survival. The following provisions of these GTC shall survive termination or expiration of this Agreement Sections: 5 (Restrictions on Use); 6 (Intellectual Property; Client Content); 9 (Fees, Payment and Taxes); 10 (Warranties); 11 (Infringement Indemnity); 12 (Limitation of Liability); 13 (Confidentiality); and any provisions that by their nature should survive termination.
- For cause. A party may terminate this Agreement for material breach by the other party if the other party fails to cure such breach within 30 days after written notice. For material breaches relating to the rights granted or restrictions in Sections 4 (Client Responsibilities), 5 (Restrictions on Use) or 13 (Confidentiality), no such cure period will be granted and such termination may be immediate. Except in the event of a material breach or as specifically provided in these GTC or in this Agreement, neither party will be permitted to terminate this Agreement prior to the end of the Initial Term specified in Section A or any Renewal Term.
- Fees, Payment Terms and Taxes
- Bambu charges fees for access and use of the Product, which are disclosed on Bambu’s product website or otherwise agreed to by the parties.
- Fees are exclusive of any Applicable Taxes or import duties due as a result of amounts paid to Bambu or the performance of the Services.
- Client agrees to Stripe’s terms of service, which are incorporated herein by reference. Client authorizes us to charge your payment method on file with Stripe for all applicable fees and charges. If your payment method fails or your account is past due, we may suspend or terminate your access to the Product. Fees and other charges owed by Client not paid when due shall accrue interest at the lesser of one and one-half percent (1.5%) per month or the highest rate permitted by law. Client shall bear all of Bambu’s costs of collection of overdue fees, including reasonable attorneys’ fees. All Client payments made are non-refundable, non-cancellable, and not subject to set-off.
- Bambu does not provide refunds for fees paid for the use of the Product, unless otherwise agreed to by the parties in writing.
- We reserve the right to change our pricing at any time, but we will provide you with at least 30 days’ notice before doing so.
- Bambu charges fees for access and use of the Product, which are disclosed on Bambu’s product website or otherwise agreed to by the parties.
- Warranties
- Client acknowledges that the Services provided by Bambu under this Agreement, including the use of the Bambu GO platform by Client, are provided on an “as-is” basis, and Bambu shall have no obligation to modify and/or customize its platform or Software Services for any of Client’s specific requirements.
- Client acknowledges that complex software is never wholly free from defects, errors and bugs, and Bambu gives no warranty or representation that the Services will be wholly free from such defects, errors and bugs. From time-to-time, Client may experience downtime and errors in the operation, functionality or performance of the Software Services.
- EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE SERVICES AND DOCUMENTATION ARE PROVIDED WITHOUT EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BAMBU DISCLAIMS ALL OTHER WARRANTIES AND CONDITIONS, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE OR THOSE ARISING BY LAW, STATUTE, USAGE OF TRADE OR COURSE OF DEALING. BAMBU DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR FREE OR WILL OPERATE WITHOUT INTERRUPTION. CLIENT ASSUMES THE RESPONSIBILITY TO TAKE ADEQUATE PRECAUTIONS AGAINST DAMAGES TO ITS CONTENT OR OPERATIONS WHICH COULD BE CAUSED BY SERVICES DEFECTS, INTERRUPTIONS, OR MALFUNCTIONS.
- Client acknowledges that the Services provided by Bambu under this Agreement, including the use of the Bambu GO platform by Client, are provided on an “as-is” basis, and Bambu shall have no obligation to modify and/or customize its platform or Software Services for any of Client’s specific requirements.
- Infringement Indemnity
- Provided Client is not in material breach of this Agreement and is current with payment obligations, Bambu will defend Client from any Infringement Claim, to the extent it arises solely from Client’s use of the Services in accordance with the provisions of this Agreement. This defense will not apply to an Infringement Claim to the extent caused by: (i) modification of the Services by any party other than Bambu; or (ii) the combination or use of the Services with software, hardware, firmware, data, or technology not provided by Bambu to Client (or specified in Section A). As to any such Infringement Claim referenced under the preceding items (i) or (ii), Bambu assumes no liability for infringement and Client will hold Bambu harmless against any infringement claims arising therefrom.
- Bambu’s obligations in this Section are conditioned upon: (i) Client notifying Bambu in writing within 10 days of Client becoming aware of an Infringement Claim; (ii) Client not making an admission against Bambu’s interests; (iii) Client not agreeing to any settlement of an Infringement Claim without the prior written consent of Bambu; (iv) Client providing reasonable assistance to Bambu in connection with the defense, litigation, and settlement by Bambu of the Infringement Claim; and (v) Bambu’s sole control over legal counsel, litigation and settlement of each Infringement Claim. Bambu will indemnify Client from any judgment finally awarded, or in settlement of, any Infringement Claim where all the conditions of this Section are satisfied.
- If the Services become, or in Bambu’s opinion may become, the subject of an Infringement Claim, Bambu will, at no expense to Client: (i) obtain a right for Client to continue using the Services; (ii) modify the Services so they become non-infringing but still provide substantially the same functionality as the infringing Services; or (iii) terminate the Services and refund the unused portion of any prepaid fees received by Bambu from Client. Bambu’s entire liability and Client’s sole and exclusive remedy with respect to any Infringement Claim shall be limited to the remedies set forth in this Section 11.
- Client shall defend, indemnify and hold harmless Bambu, its Affiliates, directors and employees from any damages, losses, claims and expenses arising from any claim or other legal action related to: (i) Client Content which Bambu uses, processes and/or manages in connection with the Services; (ii) Client’s or any Authorized User’s use of the Services; (iii) Client’s or any Authorized User’s breach of this Agreement; (iv) Client’s breach of any agreements it has with any End User; (v) Client’s or any Authorized User’s infringement of any person’s Intellectual Property Rights or other legal rights; and (vi) Client’s or any Authorized User’s breach of any applicable laws or regulations.
- Provided Client is not in material breach of this Agreement and is current with payment obligations, Bambu will defend Client from any Infringement Claim, to the extent it arises solely from Client’s use of the Services in accordance with the provisions of this Agreement. This defense will not apply to an Infringement Claim to the extent caused by: (i) modification of the Services by any party other than Bambu; or (ii) the combination or use of the Services with software, hardware, firmware, data, or technology not provided by Bambu to Client (or specified in Section A). As to any such Infringement Claim referenced under the preceding items (i) or (ii), Bambu assumes no liability for infringement and Client will hold Bambu harmless against any infringement claims arising therefrom.
- Limitation of Liability
- EXCLUSION OF DAMAGES. BAMBU AND ITS AFFILIATES ARE NOT LIABLE TO CLIENT OR TO ANY OTHER PARTY FOR: (A) ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, AGGRAVATED, EXEMPLARY, OR PUNITIVE DAMAGES; OR (B) ANY LOST SALES, LOST REVENUE, LOST PROFITS, LOST OR CORRUPTED DATA, OR REPROCUREMENT AMOUNT; OR (C) FORCE MAJEURE UNDER SECTION 14.9 BELOW.
- LIMITATION OF LIABILITY. THE LIABILITY OF BAMBU AND ITS AFFILIATES WILL NOT EXCEED, IN THE AGGREGATE, THE TOTAL AMOUNT OF FEES INVOICED BY BAMBU TO CLIENT UNDER THIS AGREEMENT DURING THE SIX (6) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO LIABILITY (PROVIDED THAT, IF NO FEES ARE PAID OR PAYABLE, SUCH AMOUNTS WILL BE LIMITED TO ONE HUNDRED DOLLARS (US$100.00)). CLIENT
RELEASES BAMBU FROM ALL OBLIGATIONS, LIABILITIES, CLAIMS, OR DEMANDS RELATING TO THE SERVICES AND THIS AGREEMENT IN EXCESS OF THE LIMITATION PROVIDED FOR IN THIS SECTION. - DISCLAIMER. THE LIMITATIONS IN THIS SECTION APPLY IN REGARD TO ANY AND ALL CLAIMS ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE SERVICES, IN TORT, EQUITY, AT LAW, STRICT PRODUCT LIABILITY, OR OTHERWISE, INCLUDING CLAIMS OF NEGLIGENCE, BREACH OF CONTRACT OR WARRANTY, REGARDLESS OF THE FORM OF ACTION, EVEN IF: (A) BAMBU IS ADVISED IN ADVANCE OF THE POSSIBILITY OF THE DAMAGES IN QUESTION; (B) SUCH DAMAGES WERE FORESEEABLE; OR (C) CLIENT’S REMEDIES FAIL IN THEIR ESSENTIAL PURPOSE. IF THE APPLICATION OF THIS SECTION 12 IS LIMITED BY LAW, THE LIABILITY OF BAMBU AND ITS AFFILIATES WILL BE LIMITED TO THE EXTENT PERMITTED BY LAW. THE REMEDIES SPECIFIED IN THIS AGREEMENT ARE EXCLUSIVE.
- Notwithstanding use of the Services, Client is remains ultimately responsible for all trading strategies, portfolio construction and other investment recommendations made to End Users and Bambu shall have no responsibility in such regard. Bambu is not regulated by the Monetary Authority of Singapore nor any other financial regulatory body. Bambu does not itself, and will not, offer or provide any financial advice or carry on any other regulated activities (including such activities as defined in the Financial Advisers Act (Cap 110) 2007).
- EXCLUSION OF DAMAGES. BAMBU AND ITS AFFILIATES ARE NOT LIABLE TO CLIENT OR TO ANY OTHER PARTY FOR: (A) ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, AGGRAVATED, EXEMPLARY, OR PUNITIVE DAMAGES; OR (B) ANY LOST SALES, LOST REVENUE, LOST PROFITS, LOST OR CORRUPTED DATA, OR REPROCUREMENT AMOUNT; OR (C) FORCE MAJEURE UNDER SECTION 14.9 BELOW.
- Reseller Liability Clause
- Bambu engages Reseller for the purpose of reselling the Product to potential clients. The Reseller acts as an authorized intermediary to facilitate the sales and distribution of Bambu Product.
- The Client understands and agrees that the Reseller shall not be held liable for any issues, shortcomings, or disruptions related to the performance and operations of the Product. The Client acknowledges that the Reseller acts solely as an intermediary and facilitator in the sale and provision of the Product.
- The Client acknowledges that any concerns, claims, or disputes regarding the Product’s functionality, reliability, or any associated support services shall be solely addressed with Bambu. The Reseller shall not be responsible for any support, maintenance, updates, or technical assistance related to the Product.
- The Client agrees to indemnify and hold harmless the Reseller, its officers, directors, employees, and affiliates from any and all claims, liabilities, losses, damages, costs, or expenses (including reasonable attorney fees) arising from or related to the use of the Product and any transactions conducted through the Reseller.
- Bambu engages Reseller for the purpose of reselling the Product to potential clients. The Reseller acts as an authorized intermediary to facilitate the sales and distribution of Bambu Product.
- Confidentiality
- Each Disclosing Party may disclose to the Receiving Party Confidential Information pursuant to this Agreement. Each Receiving Party agrees, for the term of this Agreement and for three (3) years after such term, to hold Disclosing Party’s Confidential Information in strict confidence, not to disclose such Confidential Information to third parties (other than to Affiliates and to professional advisers who are bound by appropriate written obligations of confidentiality) unless authorized to do so by Disclosing Party, and not to use such Confidential Information for any purpose except as expressly permitted hereunder. Each Receiving Party agrees to take reasonable steps to protect Disclosing Party’s Confidential Information from being disclosed, distributed or used in violation of the provisions of this Section. The foregoing prohibition on disclosure of Confidential Information shall not apply to any information that: (i) is or becomes a part of the public domain through no act or omission of Receiving Party; (ii) was in Receiving Party’s lawful possession without confidentiality obligation prior to the disclosure and had not been obtained by Receiving Party either directly or indirectly from Disclosing Party; (iii) is lawfully disclosed to Receiving Party by a third party without restriction on disclosure; (iv) is independently developed by Receiving Party or its employees or agents without use of Disclosing Party’s Confidential Information; or (v) is required to be disclosed by Receiving Party as a matter of law or by order of a court or by a regulatory body, provided that Receiving Party promptly notifies Disclosing Party (where lawfully permitted to do so) so that Disclosing Party may intervene to contest such disclosure requirement and/or seek a protective order or waive compliance with this Section. Each Receiving Party is responsible for any actions of its Affiliates, employees and agents in breach of this Section.
- Each Disclosing Party may disclose to the Receiving Party Confidential Information pursuant to this Agreement. Each Receiving Party agrees, for the term of this Agreement and for three (3) years after such term, to hold Disclosing Party’s Confidential Information in strict confidence, not to disclose such Confidential Information to third parties (other than to Affiliates and to professional advisers who are bound by appropriate written obligations of confidentiality) unless authorized to do so by Disclosing Party, and not to use such Confidential Information for any purpose except as expressly permitted hereunder. Each Receiving Party agrees to take reasonable steps to protect Disclosing Party’s Confidential Information from being disclosed, distributed or used in violation of the provisions of this Section. The foregoing prohibition on disclosure of Confidential Information shall not apply to any information that: (i) is or becomes a part of the public domain through no act or omission of Receiving Party; (ii) was in Receiving Party’s lawful possession without confidentiality obligation prior to the disclosure and had not been obtained by Receiving Party either directly or indirectly from Disclosing Party; (iii) is lawfully disclosed to Receiving Party by a third party without restriction on disclosure; (iv) is independently developed by Receiving Party or its employees or agents without use of Disclosing Party’s Confidential Information; or (v) is required to be disclosed by Receiving Party as a matter of law or by order of a court or by a regulatory body, provided that Receiving Party promptly notifies Disclosing Party (where lawfully permitted to do so) so that Disclosing Party may intervene to contest such disclosure requirement and/or seek a protective order or waive compliance with this Section. Each Receiving Party is responsible for any actions of its Affiliates, employees and agents in breach of this Section.
- General
- Authority. Each party warrants it has all necessary authority, power and capacity to enter into and perform this Agreement and that all necessary actions have been taken to enter into it properly and lawfully.
- Entire agreement and order of precedence. This Agreement represents the entire agreement of the parties, and supersedes any prior or current understandings, whether written or oral with respect to the subject matter of this Agreement. In the event of a conflict between the components of this Agreement, Section A will prevail over these GTC and Section B. These GTC will prevail over Section B.
- Amendment, waiver. Any amendment of this Agreement must be in writing and signed by both parties. Neither party will be deemed to have waived any of its rights under this Agreement by lapse of time or by any statement or representation other than by a written waiver by a duly authorized representative. No waiver constitutes a waiver of any prior or subsequent breach.
- Governing law; time limit. The Agreement is governed by the laws of Singapore. The parties consent to the exercise of exclusive jurisdiction by the courts in Singapore for any claim relating to this Agreement. No action, regardless of form, arising from this Agreement or any Services provided or to be provided hereunder may be brought by either party more than two (2) years after the cause of action has accrued, except that an action for non-payment may be brought at any time.
- Relationship of the parties. The relationship of the parties created by this Agreement is that of independent contractor and not that of employer/employee, principal/agent, partnership, joint venture or representative of the other. Neither party is authorized to make any representation, contract or commitment on behalf of the other party.
- Services Statistics. Client agrees that Bambu may gather and utilize statistical information gathered in connection with the Services and the data processed by the Services, including Google analytics (the “Services Statistics”), however, Bambu will only utilize the Services Statistics: (i) in a manner that will not identify Client as the source thereof; (ii) in a form where the data is anonymized; and (iii) in compliance with all applicable laws and regulations.
- Assignment. There are no third-party beneficiaries to this Agreement. Client may not assign or otherwise transfer any of its rights or obligations under this Agreement, in whole or in part, without the prior written consent of Bambu. Any assignment in breach of this Section is null and void. Except to the extent identified in this Section, this Agreement will be binding upon and inure to the benefit of the respective successors and assigns of the parties.
- Force Majeure. Bambu does not control the flow of data to or from the Services. Rather, such flow depends in large part on the performance of Internet services and technology provided or controlled by third parties and the public Internet infrastructure, as well as on other events beyond Bambu’s control. At times, the action or inaction of parties or systems not controlled by Bambu or other events beyond Bambu’s control can impair, disrupt or delay Bambu’s ability to provide the Services or Client’s ability to access the Services. Notwithstanding anything to the contrary in this Agreement, Bambu disclaims, and Client shall not hold Bambu responsible for, any and all liability resulting from or related to such actions or events, including acts of God, acts of governmental authority, unavailability of third party communication facilities or energy sources, fires, transportation delays, or any cause beyond the reasonable control of Bambu (collectively “Force Majeure”).
- Notices. All notices must be in writing and given by nationally recognized courier service, or electronic transmission and addressed to the law department at the address specified in Section A (as updated from time to time by either party giving notice to the other in writing) and will be.
- Publicity. Bambu may include Client’s name (and logo) in a list of Bambu customers, whether online or in promotional materials. Bambu is permitted, with Client’s review and approval, to publicize Bambu’s involvement in the Client Application, without disclosing any content or details beyond the nature of the contractual relationship. Upon Bambu’s request, (i) Client agrees to prominently place Bambu’s brand logo or equivalent material on the Client Application (or equivalent site), as applicable, to indicate the application or software is powered by Bambu; and (ii) Client shall cooperate with Bambu in the development of a case study describing Client’s use of the Services. The resulting case study will be reviewed and agreed upon by Client. effective upon receipt.
- Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, the provision shall be modified by the court and interpreted so as best to accomplish the objectives of the original provision to the fullest extent permitted by law, and the remaining provisions of this Agreement shall remain in effect.
- Governing language. This Agreement shall be prepared and interpreted in the English language. Any translation of this Agreement into another language is for the purpose of convenience only. Any inconsistency arising due to translation into another language or a difference of interpretation between two or more languages will be resolved in favor of the English language version.
- Authority. Each party warrants it has all necessary authority, power and capacity to enter into and perform this Agreement and that all necessary actions have been taken to enter into it properly and lawfully.
Privacy Policy
This Privacy Statement is effective as of 28 February 2020
At Mangosteen BCC Pte Ltd (“Bambu”) we recognize the importance of protecting your personal information and are committed to processing it responsibly and in compliance with applicable data protection laws in all countries in which Bambu operates.
This Privacy Statement describes Bambu’s general privacy practices that apply to personal information we collect, use and share about consumers and other individuals within our clients, business partners, supplier and other organizations with which Bambu has or contemplates a business relationship.
Why and how we collect and use your personal information
We may collect your personal information as an individual for various purposes, such as the following:
Bambu’s direct competitors are prohibited from accessing the Product except with Bambu’s prior written consent.
- Access and use of websites or other online service
When entering one of our websites, or using an online service, we will record information necessary to provide you with access, for the operation of the website and for us to comply with security and legal requirements in relation to operating our site, such as passwords, IP address and browser settings. We also collect information about your activities during your visit in order to personalize your website experience, such as recording your preferences and settings, and to collect statistics to help us improve and further develop our websites, products and services.
- Responding to your request for information, order, or support
When you contact us (online or offline) in connection with a request for information, to order a product or service, to provide you with support, or to participate in a forum or other social computing tool, we collect information necessary to fulfil your request, to grant you access to the product or service, to provide you with support and to be able to contact you. For instance, we collect your name and contact information, details about your request and your agreement with us and the fulfilment, delivery and invoicing of your order and we may include client satisfaction survey information. We retain such information for administrative purposes, defending our rights, and in connection with our relationship with you. When you provide your name and contact information to register in connection with such a request, the registration may serve to identify you when you visit our websites.
- Responding to your request for information, order, or support
When you contact us (online or offline) in connection with a request for information, to order a product or service, to provide you with support, or to participate in a forum or other social computing tool, we collect information necessary to fulfil your request, to grant you access to the product or service, to provide you with support and to be able to contact you. For instance, we collect your name and contact information, details about your request and your agreement with us and the fulfilment, delivery and invoicing of your order and we may include client satisfaction survey information. We retain such information for administrative purposes, defending our rights, and in connection with our relationship with you. When you provide your name and contact information to register in connection with such a request, the registration may serve to identify you when you visit our websites.
- Your use of Bambu services
We collect information about your use of Bambu services to enable product features to operate, improve your user experience, tailor our interactions with you, inform our clients on the overall use of the services, provide support and improve and develop our products and services.
- Contacting employees of our clients, prospects, partners and suppliers
In our relationship with clients or prospects, partners and suppliers, they also provide us with business contact information (such as name, business contact details, position or title of their employees, contractors, advisors and authorized users) for purposes such as contract management, fulfillment, delivery of products and services, provision of support, invoicing and management of the services or the relationship.
- Visitor information
We register individuals visiting our sites and locations (name, identification and business contact information) and use camera supervision for reasons of security and safety of persons and belongings, as well as for regulatory purposes.
- Marketing
Most information we collect about you comes from our direct interactions with you. When you register for an event we may collect information (online or offline) in relation to the event organization, and during an event, such as participation in sessions and survey results. We combine the personal information we collect to develop aggregate analysis and business intelligence for conducting our business and for marketing purposes. You can choose to receive information by email, telephone or postal mail about our products and services, or sign-up for subscriptions. When visiting our websites or using our services we may provide you with personalized information. You can always opt-out from receiving personalized communication by sending an e-mail to marketing@bambu.co Where we reference that we use your personal information in connection with a request, order, transaction or agreement (or preparing for the same), or to provide you with services that you requested (such as a website), we do this because it is necessary for the performance of an agreement with you.
Where we reference that we use your personal information in connection with a request, order, transaction or agreement (or preparing for the same), or to provide you with services that you requested (such as a website), we do this because it is necessary for the performance of an agreement with you.
Where we reference that we use your personal information in relation to marketing, improvement or development of our products or services, for reasons of safety and security, or regulatory requirements other than in connection with your agreement or request, we do this on the basis of our or a third party’s legitimate interests, or with your consent. When we collect and use your personal information subject to the EU Privacy Legislation this may have consequences for your rights.
Sharing of Personal Information
As a global organization offering a wide range of products and services, with business processes, management structures and technical systems that cross borders, Bambu has implemented global policies, along with standards and procedures, for consistent protection of personal information. As a global company, we may share information about you with our subsidiaries world-wide and transfer it to countries in the world where we do business in accordance with this Privacy Statement.
Between Bambu controlled subsidiaries we only grant access to personal information on a need-to-know basis, necessary for the purposes for which such access is granted. In some cases, Bambu uses suppliers located in various countries to collect, use, analyze, and otherwise process personal information on its behalf.
Where appropriate, Bambu may also share your personal information with selected partners to help us provide you, or the company you work for, products or services, or to fulfill your requests, or with your consent. When selecting our suppliers and partners, we take into account their data handling processes.
If Bambu decides to sell, buy, merge or otherwise reorganize businesses in some countries, such a transaction may involve the disclosure of personal information to prospective or actual purchasers, or the receipt of such information from sellers. It is Bambu’s practice to require appropriate protection for personal information in these types of transactions. Please be aware that in certain circumstances, personal information may be subject to disclosure to government agencies pursuant to judicial proceeding, court order, or legal process. We may also share your personal information to protect the rights or property of Bambu, our business partners, suppliers or clients, and others when we have reasonable grounds to believe that such rights or property have been or could be affected.
International Transfers
The international footprint of Bambu involves a large number of transfers of personal information between different subsidiaries, as well as to third parties located in the countries where we do business. Some countries have implemented transfer restrictions for personal information, which Bambu complies with where applicable.
Information Security and Accuracy
We intend to protect your personal information and to maintain its accuracy. Bambu implements reasonable physical, administrative and technical safeguards to help us protect your personal information from unauthorized access, use and disclosure. For example, we encrypt certain sensitive personal information such as credit card information when we transmit such information over the Internet. We also require that our suppliers protect such information from unauthorized access, use and disclosure.
Retention Period
We will not retain personal information longer than necessary to fulfill the purposes for which it is processed, including the security of our processing complying with legal and regulatory obligations (e.g. audit, accounting and statutory retention terms), handling disputes, and for the establishment, exercise or defense of legal claims in the countries where we do business.
Because the circumstances may vary depending on the context and the services, the information provided in a specific notice may provide more detailed information on applicable retention terms.
How to contact us
If you have a question related to this Privacy Statement, please contact us via our website. Your message will be forwarded to the appropriate member of the Bambu team.
For the purposes of the EU General Data Protection Regulation (GDPR), the controller of your personal information is Bambu and its subsidiaries. Where Bambu or a subsidiary it controls (not established in the European Economic Area (EEA)) is required to appoint a legal representative in the EEA, the representative for all such cases is Bambu. Bambu is not the controller in situations such as:
- Personal information processed in connection with a contractual relationship, or with entering into a contractual relationship with a specific Bambu subsidiary. In this case the controller of personal information is the Bambu contracting company, which is the legal entity with which you or your employer have, or will have, the contract.
- Personal information collected on the physical site or location of an Bambu subsidiary. In this case that subsidiary is the controller of the personal information.
Your Rights
You can request to access, update, delete or correct your personal information. You also have the right to object to direct marketing. You can access the request process via our website. You may have additional rights pursuant to your local law applicable to the processing. For example, if the processing of your personal information is subject to the EU General Data Protection Regulation (“GDPR”), and your personal information is processed based on legitimate interests, you have the right to object to the processing on grounds relating to your specific situation. Under GDPR you may also have the right to request to have your personal information deleted or restricted and ask for portability of your personal information.
Right to Lodge a Complaint
In the event you consider our processing of your personal information not to be compliant with the applicable data protection laws, you can lodge a complaint:
- Directly with Bambu by using this form
- With the competent data protection authority. The name and contact details of the Data Protection Authorities in the European Union can be found here.
Changes to our Privacy Statements
We may update this Privacy Statement from time to time to reflect changes to our data governance practices. The revised Privacy Statement will be posted here with an updated revision date. We encourage you to check back periodically for any changes or updates. If we make a material change to our Privacy Statement, we will post a notice at the top of this page for 30 days. By continuing to use our websites after such revision takes effect we consider that you have read and understand the changes.
Why should I use Bambu GO?
Bambu GO is designed for financial advisors wanting to reach and engage prospective clients digitally.
Bambu GO can also help advisors:
- Know more about their client’s financial situation and goals
- Automatically generate financial plans for their clients
- Capture client’s contact details for follow-up
What is the difference between Bambu GO Connect and Transact?
Connect is a robo-advisor that lets you create financial plans for prospective clients and capture leads at scale.
Transact takes Connect to the next level. It can handle investment transactions and is equipped with intelligent features like goal health-check and portfolio rebalancing.
Do I need to be a certified financial planner to use Bambu GO?
Yes, you need to be a certified financial advisor to provide financial advice.
How should I use Bambu GO to get the most optimal result?
Once you configure Bambu GO and generate your own robo-advisor link, you may use it to connect your email, social media and other forms of digital marketing.
Instead of just directing prospective clients to your website, now you can use your own robo-advisor to understand their needs, create a financial plan and capture their contact details.
What country does Bambu GO support?
Bambu GO can be used globally.
Can I display my local currency?
As of now, only the US dollar is supported. We will be rolling out global currency support in the near future.
Which company is behind Bambu GO?
You may have guessed–it’s Bambu! We are a wealth-tech company based in Singapore. We have built solutions for leading financial institutions worldwide, such as Franklin Templeton, HSBC, Standard Chartered, Vestwell, and Principal Asset Management.
For more info about us, visit our company website.
Is there a demo?
You can watch a video demonstration of Bambu GO here.
If you want to try Bambu GO yourself, you may sign up here.
Can I try before I subscribe to Bambu Go?
I'm sold, where do I sign up?
What information / document do I need to prepare before signing up?
We just need some basic information like an email and password as well as your personal and business details. Nothing out of the ordinary!
Can I pay for one account and share it with my colleagues?
Yes, you can! We don’t limit the number of people who can access the same account.
What's the cost to use Bambu GO?
Bambu GO Connect costs US$99 per month. No hidden fees whatsoever.
What payment method do you support?
We only support credit card at the moment, and it is processed by Stripe–the same online payments company that Apple and Amazon use.
Can I get a discount for annual billing?
Sorry, but there is no annual discount available for now.
When do I get billed?
If you subscribe to Bambu GO on the 2nd of the month, you will get billed on the 2nd of the following month.
Payment will be made automatically using the same credit card you used to subscribe the first time.
What happens if I subscribe in the middle of the month?
No worries at all. If you subscribe on the 15th of the month, you’ll always get billed on the 15th of the subsequent month.
Can I cancel my subscription?
How do I access the advisor platform?
Can the link to the advisor platform be customized to match my organisation?
Sorry you can’t do this yet. But we’re working on it!
Is the advisor platform customizable?
The advisor platform itself cannot be customized to match your brand color or display your logo. But on the advisor platform, you can customize the design and features of your the client platform–essentially the robo-advisor that you will use to engage your clients.
What can advisors do on the platform?
On the advisor platform, you can:
- Personalize the logo and design of your robo-advisor to ensure consistency with your brand
- Adjust the display and order of your goals according to your expertise
- Configure the model portfolios to match your offering
- Write your own content such as your profile so clients can get to know you
- Set up leads filtering so you only capture clients that are worth your time
- Upload your own legal documents to comply with the regulations
- Customize the robo-advisor link that you can share with your clients
Can I view the advisor platform from my mobile device?
Customizing your own robo-advisor is a complex task so we recommend doing it on a larger screen like your desktop or laptop computer.
How will my clients access the platform?
Your clients can access your robo-advisor via a link that you can customize before sharing with them.
Can the link to the client platform be customized to match my organisation?
Yes, you can customize the link of your robo-advisor but it will have to follow to the following format: your-robo-advisor-name.go-bambu.co.
Is the client platform customizable?
Absolutely! The design, goals, portfolio and some key contents of your robo-advisor is customizable.
What can my clients do on the platform?
Bambu Go can understand your client’s financial situation and goals. In return, it can generate a financial plan to give your client an idea on how they can achieve their goals.
They may download the generated financial plan to keep as a copy.
And if your clients are interested, they can schedule an appointment with you to discuss the plan further.
Can my clients view the platform from their mobile device?
Yes they can! Tablet and desktop device are supported too.
What are the assumptions for the Projection Screen?
The return projection chart uses simple theoretical probabilistic return projections based on expected returns and standard deviation estimates. It does not use Monte Carlo simulations. We assume that returns are normally distributed around the mean. The chart provides an optimistic and a pessimistic scenario, each of them being half a standard deviation away from the mean. The target probability used to estimate the likely scenario is 57%.
What can and cannot be customized regarding the risk buckets?
Where is Bambu GO hosted?
Bambu GO is hosted in the cloud by Microsoft Azure–the same cloud hosting company that is used by leading financial institutions like AXA, Manulife, Franklin Templeton and HSBC.
Where is it built?
Bambu Go is built by Bambu in Singapore. Everyhing is designed and built in-house with no parts outsourced.
What security practices do you follow?
Our control measures evolve around the NIST cybersecurity framework that focus on the 5 main factors, Identify, Protect, Detect, Respond and Recover.
We continuously ensure that our platform complies with industry standards for cyber security, such as ISO/IEC 27001.
Our platform is able to offer authentication via LDAP together with a 2 step verification process, such as OTP.
What is the system requirements for Bambu GO?
Bambu Go is compatible with the latest versions of popular web browsers such as Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari.
It can be accessed on desktop and laptop computers running Windows, macOS, and Linux operating systems, as well as on mobile devices including smartphones and tablets running iOS and Android.
For the best experience, we recommend using the latest version of your preferred browser and ensuring that your device operating system is up-to-date.
Does Bambu collect any data from Bambu GO?
Bambu GO collects and stores data but never personally identifiable data. And we never sell your data to anyone else.
Is Bambu GO compliant with data privacy laws such as GDPR in the EU?
Yes, it is compliant with GDPR (EU), VCDPA (Virginia), CCPA (California), and LGPD (Brazil).
Bambu GO does not store any personally identifiable information (PII) and it requires user consent before it runs any kind of cookie for marketing & analytics tracking purpose.
How does Bambu GO handle investments?
This feature is coming soon in Bambu GO Transact. For now, you can use Connect to engage your leads and generate investment plans at scale.
Sign up here and you’ll be the first to know when Transact is ready!
Is there a human that I can talk to in case I need help with Bambu GO?
We are happy to help! Please get in touch with us.
I need a much more customized solution, can you help me?
Absolutely. Bambu can design and build custom wealth-tech solutions and we have been doing that for the past five years for companies like Franklin Templeton, HSBC and Standard Chartered.
Our sales team is happy to hear more about your requirements. Get in touch with them here.
Terms of Service
General Terms and Conditions
SECTION A
This General Terms and Conditions (GTC) Agreement (“Agreement”) is a legal agreement between you (“Client”) and Mangosteen BCC Pte. Ltd. (Bambu) governing your access and use of the company’s Bambu GO product (“Product”).
By accessing or using the Product, you agree to be bound by the terms and conditions of this Agreement. If the Individual accepting this Agreement is accepting on behalf of a company or other legal entity, such individual represents that they have the authority to bind such entity and its affiliates to these terms and conditions, in which case the term “Client” shall refer to such entity and its affiliates. If the individual accepting this agreement does not have such authority, or does not agree with these terms and conditions, such individual must not accept this Agreement and may not use the Product.
The Product may not be accessed for the purpose of monitoring its availability, performance or functionality or for any other benchmarking or competitive purposes.
Bambu’s direct competitors are prohibited from accessing the Product except with Bambu’s prior written consent.
This Agreement was last updated on April 28, 2023. It is effective between the Client and Bambu as of the date of Client’s accepting this Agreement (the “Effective Date”).
- Definitions
- “Affiliate” means any entity, directly or indirectly controlled by, controlling, or under common- control with a party to the Agreement. If an entity ceases to meet these criteria, it shall cease to be an Affiliate under these GTC.
- “Agreement” means this General Terms and Conditions Agreement.
- “Applicable Taxes” means the sales, use, consumption, goods and services, and value-added taxes applicable to the Services, except taxes imposed on Bambu’s income.
- “Authorized User” means any employee or contractor of Client or other individual or entity who is authorized by Client to access and use the Services or who uses the Services under Client’s account. Authorized Users must be identified by Client to Bambu.
- “Confidential Information” means any information disclosed by one party (the “Disclosing Party”) to the other party (the “Receiving Party”) which: (i) is marked as proprietary by the Disclosing Party; or (ii) the Receiving Party should reasonably understand to be confidential. Confidential Information does not include information that: (a) is independently developed by the Receiving Party, without reference to the Disclosing Party’s Confidential Information; (b) is already in the Receiving Party’s possession prior to receipt from the Disclosing Party; (c) is Content; or (d) is or becomes publicly available other than through violation of the Agreement.
- “Covered Country” means each contracting party to The Patent Cooperation Treaty (currently published at http://www.wipo.int/pct/en/).
- “Client Content” means Client’s data uploaded, generated, stored, or transmitted by Client to Bambu, as a part of Client’s use of the Services.
- “Documentation” means all written, electronic, online, and other documentation provided or made available by Bambu to Client under this Agreement relating to the Services.
- “End Users” means customers receiving services from Client via the Client Application.
- “Fees” means the fees payable by Client pursuant to this Agreement.
- “Infringement Claim” means claims, suits, actions, or proceedings brought against the Client in a court of competent jurisdiction in a Covered Country by a third party which alleges an infringement by the Services of a third party’s patent, copyright, or trade secret.
- “Intellectual Property Rights” includes copyright, and all worldwide rights conferred under statute, common law or equity in relation to inventions (including patents), registered and unregistered trademarks and designs, circuit layouts, data and databases, confidential information, know-how, and all other rights resulting from intellectual activity. “Intellectual Property” has a consistent meaning, and includes any enhancement, modification or derivative work of the Intellectual Property.
- “Services” means the Software Services and the Support Services provided by Bambu to Client pursuant to this Agreement.
- “Software Services” means the proprietary software programs provided on a software-as-a-service basis comprising the BambuGo platform, including the front-end customer interface and journey, applicable APIs (required to deliver the relevant functionality), the administrator dashboard, engine algorithms and databases, and includes an Update to such software programs.
- “Update” means a new version of the Software Services released by Bambu intended to provide bug fixes and resolve other technical issues without providing new features or additional functionality.
- “Affiliate” means any entity, directly or indirectly controlled by, controlling, or under common- control with a party to the Agreement. If an entity ceases to meet these criteria, it shall cease to be an Affiliate under these GTC.
- Term of this Agreement
- This Agreement will be effective on the Effective Date and will continue in effect, unless terminated in accordance with this Agreement, Section 8 (Termination).
- This Agreement will be effective on the Effective Date and will continue in effect, unless terminated in accordance with this Agreement, Section 8 (Termination).
- Services
- Bambu will provide the Services to Client pursuant to the terms of this Agreement (including these GTC).
- As reasonably necessary to reflect changes in its business, technology and service offerings, Bambu may change its rules of operation, policies, access procedures, software, the Services or the Documentation. Bambu will provide notice of changes by posting information concerning the changes via email or by notification directly through the Services (e.g. via the Client administrator dashboard). If a change has a material adverse effect on Client’s use of the affected Services, Bambu will: (i) give reasonable advance written notice identifying the reason for the change and the expected impact prior to implementing such change; and (ii) consult with Client to identify ways to mitigate the impact of any such change.
- Client acknowledges that access to and use of any third party vendor’s software as part of the Services may be subject to Client agreeing to third party terms applicable to such software.
- Bambu may employ its Affiliates and third parties worldwide in the performance of the Services, provided that Bambu shall remain primarily responsible to Client.
- Bambu will provide the Services to Client pursuant to the terms of this Agreement (including these GTC).
- Client Responsibilities
- Client is responsible for: (i) obtaining, installing, and maintaining the equipment, communication lines and support services necessary to access the Services; and (ii) ensuring that its Internet or telecommunications connections (if applicable), hardware, devices and software are secure and compatible with the Services.
- Use of the Services may require Client to create an administrator account for a Client administrator. The Services may enable the Client administrator to provision and register Client’s Authorized Users to access and use the Services. Client is responsible for keeping Authorized User registration information accurate, complete and up to date.
- Client shall be responsible for: (i) acts or omissions by its Authorized Users; (ii) maintaining the confidentiality of access credentials (including usernames, passwords, and keys) used by Client or its Authorized Users; (iii) ensuring compliance with this Agreement by each Authorized User; (iv) ensuring compliance with any agreements between Customer and End Users (for clarity, including any privacy policy or statement); and (v) ensuring compliance with applicable local, state and national laws and regulations in connection with the use of the Services or End User data, including those related to financial and investment advice, export compliance, data privacy, international communications and the transmission of data.
- Bambu may suspend the Services without liability to Bambu in order to comply with applicable law, or to prevent damage to Bambu or its other Clients and End Users. Upon written notice to Client, Bambu may require Client’s assistance in verifying usage of the Services in compliance with the terms of the Agreement.
- Client shall be responsible for obtaining appropriate licences to provide financial advisory services.
- The Customer shall not access, store, distribute or transmit any Viruses, or any material during the course of its use of the Services that:
- are unlawful, harmful, threatening, defamatory, obscene, infringing, harassing or racially or ethnically offensive;
- facilitate illegal activity;
- depict sexually explicit images;
- promote unlawful violence;
- are discriminatory based on race, gender, colour, religious belief, sexual orientation, disability, or any other illegal activity; or
- cause damage or injury to any person or property; and Bambu reserves the right, without liability to the Customer, to disable the Customer’s access to any material that breaches the provisions of this clause.
- are unlawful, harmful, threatening, defamatory, obscene, infringing, harassing or racially or ethnically offensive;
- Client is responsible for: (i) obtaining, installing, and maintaining the equipment, communication lines and support services necessary to access the Services; and (ii) ensuring that its Internet or telecommunications connections (if applicable), hardware, devices and software are secure and compatible with the Services.
- Restrictions on Use
- Notwithstanding anything to the contrary, Client will only use the Services for Client’s internal business purposes as part of the Client Application. Only Client’s Authorized Users may access and use the Services.
- Client shall not: (i) resell the Services to third parties without Bambu’s prior express written agreement; (ii) create multiple free accounts under different or fake identities or otherwise that enables Client to exceed any usage limits associated with the Service; (iii) disclose to any third party the results of any benchmarking testing or comparative or competitive analyses of the Services done by or on behalf of Client; or (iv) modify, reverse engineer, decompile, create derivative works based on, or otherwise attempt to discover the source code, object code, or underlying structure, ideas, or algorithms of the Software Services or any third party vendor’s software that are included in the Services.
- Client acknowledges that: (i) it does not have any rights to Software Services (or Documentation) or to any third party vendors’ software that are included in the Services, other than the use and access thereof as part of receiving the Services; and (ii) it does not receive any title, license, rights or ownership in or to any of the foregoing.
- Bambu’s acceptance and onboarding of Client should not be interpreted as an advice or opinion of Bambu as to the legality of the Client Application (or other Client products and services) and of Client’s intended use of the Services. Client is and remains solely responsible to ensure the Client Application (and other Client products and services) offered and/or sold are compliant with the applicable laws in its country of origin and the countries its customers are based in. Client warrants by signing this Agreement that it has made inquiries into the rules applying to the Client Application (and other Client products and services) and the relevant applicable laws in advance of providing the Client Application (and other Client products and services).
- If Bambu in its reasonable discretion determines that there is a significant risk that the Client Application (and other Client products and services) are not, or are no longer, compliant with applicable laws, Bambu has the right to terminate the Services and this Agreement.
- Notwithstanding anything to the contrary, Client will only use the Services for Client’s internal business purposes as part of the Client Application. Only Client’s Authorized Users may access and use the Services.
- Intellectual Property; Client Content
- Bambu alone owns all right, title and interest, including all related Intellectual Property Rights, in and to (i) the Bambu Go platform, (ii) the Services, (iii) the Documentation, and (iv) any suggestions, ideas, requests, feedback, recommendations or other information provided by Client or any other party relating to the foregoing (“Feedback”), and Bambu reserves all rights to use, modify and allow others to use such materials. Client hereby makes all assignments necessary to achieve such ownership of any Feedback. Client may not remove Bambu’s copyright or other proprietary notices from the Documentation or any part of the Services.
- As between Client and Bambu, Client Content belongs to Client, and Bambu makes no claim to any right of ownership in the Client Content. Client represents and warrants to Bambu that Client is the owner of all rights to the Client Content, or that Client has the right to reproduce, distribute and transfer the Client Content for the purposes of this Agreement.
- Bambu will store and safeguard Client Content in accordance with the administrative, technical, and physical security controls and procedures as defined in this Agreement. Client remains solely responsible for the Client Content and for ensuring that the Client Content complies with this Agreement and with all legal and regulatory obligations applicable to the Client Content. Only to the extent necessary for Bambu to perform its obligations under this Agreement, Clients grants Bambu the right to use, copy, process, rename, publish or display Client Content. Notwithstanding the foregoing, if any portion of the Client Content contains material that is harmful to Bambu’s systems or the Client Content (for example a virus), Bambu reserves the right to act without Client’s consent to protect Bambu’s systems and the Client Content.
- With respect to Client Content, any applicable data retention period and/or any data return service provided with the Services, as well as any fees payable by Client therefore, will be specified in this Agreement. Bambu shall have no obligation to retain or delete Client Content or to return Client Content to Client except as provided in this Agreement.
- Bambu alone owns all right, title and interest, including all related Intellectual Property Rights, in and to (i) the Bambu Go platform, (ii) the Services, (iii) the Documentation, and (iv) any suggestions, ideas, requests, feedback, recommendations or other information provided by Client or any other party relating to the foregoing (“Feedback”), and Bambu reserves all rights to use, modify and allow others to use such materials. Client hereby makes all assignments necessary to achieve such ownership of any Feedback. Client may not remove Bambu’s copyright or other proprietary notices from the Documentation or any part of the Services.
- Data Protection
- Bambu will provide the Services in accordance with privacy and data protection laws, to the extent applicable to Bambu. Bambu’s Privacy Policy is located at http://www.bambu.co/. Before any End User engages with the Client Application in a manner that uses the Services, Client warrants and will ensure that it provides all notices and obtains all consents required under applicable law to enable Bambu to process End User data in accordance with Bambu’s privacy policy.
- To the extent that Bambu processes personal data on behalf of Client in performing the Services: (i) Bambu shall implement reasonable and appropriate technical and organizational measures designed to protect personal data against unauthorized or unlawful processing; and (ii) Bambu shall not collect, sell or use such personal data except as necessary to perform the Services, or as otherwise permitted by the applicable laws.
- Client acknowledges that, notwithstanding the security precautions deployed by Bambu, the use of, or connection to, the Internet provides the opportunity for unauthorized third parties to circumvent such precautions and illegally gain access to the Software Services, Client Content and End User data. Bambu cannot and does not guarantee the privacy, security, integrity or authenticity of any information transmitted over or stored in any system connected to or accessible via the Internet or otherwise or that any such security precautions will be adequate or sufficient.
- To the extent that Bambu requires personal data to provide the Services, Client will provide personal data only to the extent reasonably required. Client is responsible for implementing and maintaining privacy protections and security measures for components that Client provides or controls, as well as complying with its obligations under this Agreement or otherwise required by law.
- The Client acknowledges and agrees that the personal data may be transferred or stored outside the EEA or the country where the Customer and the Authorised Users are located in order to carry out the Services and Bambu’s other obligations under this agreement.
- Bambu will provide the Services in accordance with privacy and data protection laws, to the extent applicable to Bambu. Bambu’s Privacy Policy is located at http://www.bambu.co/. Before any End User engages with the Client Application in a manner that uses the Services, Client warrants and will ensure that it provides all notices and obtains all consents required under applicable law to enable Bambu to process End User data in accordance with Bambu’s privacy policy.
- Termination
- For cause. A party may terminate this Agreement for material breach by the other party if the other party fails to cure such breach within 30 days after written notice. For material breaches relating to the rights granted or restrictions in Sections 4 (Client Responsibilities), 5 (Restrictions on Use) or 13 (Confidentiality), no such cure period will be granted and such termination may be immediate. Except in the event of a material breach or as specifically provided in these GTC or in this Agreement, neither party will be permitted to terminate this Agreement prior to the end of the Initial Term specified in Section A or any Renewal Term.
- Actions upon termination. Upon any termination of this Agreement, Client will immediately either deliver to Bambu or destroy all copies of (i) Documentation, and (ii) any of Bambu’s third party vendor’s software that is included in the Services, which are in Client’s possession or control.
- Survival. The following provisions of these GTC shall survive termination or expiration of this Agreement Sections: 5 (Restrictions on Use); 6 (Intellectual Property; Client Content); 9 (Fees, Payment and Taxes); 10 (Warranties); 11 (Infringement Indemnity); 12 (Limitation of Liability); 13 (Confidentiality); and any provisions that by their nature should survive termination.
- For cause. A party may terminate this Agreement for material breach by the other party if the other party fails to cure such breach within 30 days after written notice. For material breaches relating to the rights granted or restrictions in Sections 4 (Client Responsibilities), 5 (Restrictions on Use) or 13 (Confidentiality), no such cure period will be granted and such termination may be immediate. Except in the event of a material breach or as specifically provided in these GTC or in this Agreement, neither party will be permitted to terminate this Agreement prior to the end of the Initial Term specified in Section A or any Renewal Term.
- Fees, Payment Terms and Taxes
- Bambu charges fees for access and use of the Product, which are disclosed on Bambu’s product website or otherwise agreed to by the parties.
- Fees are exclusive of any Applicable Taxes or import duties due as a result of amounts paid to Bambu or the performance of the Services.
- Client agrees to Stripe’s terms of service, which are incorporated herein by reference. Client authorizes us to charge your payment method on file with Stripe for all applicable fees and charges. If your payment method fails or your account is past due, we may suspend or terminate your access to the Product. Fees and other charges owed by Client not paid when due shall accrue interest at the lesser of one and one-half percent (1.5%) per month or the highest rate permitted by law. Client shall bear all of Bambu’s costs of collection of overdue fees, including reasonable attorneys’ fees. All Client payments made are non-refundable, non-cancellable, and not subject to set-off.
- Bambu does not provide refunds for fees paid for the use of the Product, unless otherwise agreed to by the parties in writing.
- We reserve the right to change our pricing at any time, but we will provide you with at least 30 days’ notice before doing so.
- Bambu charges fees for access and use of the Product, which are disclosed on Bambu’s product website or otherwise agreed to by the parties.
- Warranties
- Client acknowledges that the Services provided by Bambu under this Agreement, including the use of the Bambu GO platform by Client, are provided on an “as-is” basis, and Bambu shall have no obligation to modify and/or customize its platform or Software Services for any of Client’s specific requirements.
- Client acknowledges that complex software is never wholly free from defects, errors and bugs, and Bambu gives no warranty or representation that the Services will be wholly free from such defects, errors and bugs. From time-to-time, Client may experience downtime and errors in the operation, functionality or performance of the Software Services.
- EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE SERVICES AND DOCUMENTATION ARE PROVIDED WITHOUT EXPRESS OR IMPLIED WARRANTIES OR CONDITIONS OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BAMBU DISCLAIMS ALL OTHER WARRANTIES AND CONDITIONS, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR OF FITNESS FOR A PARTICULAR PURPOSE OR THOSE ARISING BY LAW, STATUTE, USAGE OF TRADE OR COURSE OF DEALING. BAMBU DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR FREE OR WILL OPERATE WITHOUT INTERRUPTION. CLIENT ASSUMES THE RESPONSIBILITY TO TAKE ADEQUATE PRECAUTIONS AGAINST DAMAGES TO ITS CONTENT OR OPERATIONS WHICH COULD BE CAUSED BY SERVICES DEFECTS, INTERRUPTIONS, OR MALFUNCTIONS.
- Client acknowledges that the Services provided by Bambu under this Agreement, including the use of the Bambu GO platform by Client, are provided on an “as-is” basis, and Bambu shall have no obligation to modify and/or customize its platform or Software Services for any of Client’s specific requirements.
- Infringement Indemnity
- Provided Client is not in material breach of this Agreement and is current with payment obligations, Bambu will defend Client from any Infringement Claim, to the extent it arises solely from Client’s use of the Services in accordance with the provisions of this Agreement. This defense will not apply to an Infringement Claim to the extent caused by: (i) modification of the Services by any party other than Bambu; or (ii) the combination or use of the Services with software, hardware, firmware, data, or technology not provided by Bambu to Client (or specified in Section A). As to any such Infringement Claim referenced under the preceding items (i) or (ii), Bambu assumes no liability for infringement and Client will hold Bambu harmless against any infringement claims arising therefrom.
- Bambu’s obligations in this Section are conditioned upon: (i) Client notifying Bambu in writing within 10 days of Client becoming aware of an Infringement Claim; (ii) Client not making an admission against Bambu’s interests; (iii) Client not agreeing to any settlement of an Infringement Claim without the prior written consent of Bambu; (iv) Client providing reasonable assistance to Bambu in connection with the defense, litigation, and settlement by Bambu of the Infringement Claim; and (v) Bambu’s sole control over legal counsel, litigation and settlement of each Infringement Claim. Bambu will indemnify Client from any judgment finally awarded, or in settlement of, any Infringement Claim where all the conditions of this Section are satisfied.
- If the Services become, or in Bambu’s opinion may become, the subject of an Infringement Claim, Bambu will, at no expense to Client: (i) obtain a right for Client to continue using the Services; (ii) modify the Services so they become non-infringing but still provide substantially the same functionality as the infringing Services; or (iii) terminate the Services and refund the unused portion of any prepaid fees received by Bambu from Client. Bambu’s entire liability and Client’s sole and exclusive remedy with respect to any Infringement Claim shall be limited to the remedies set forth in this Section 11.
- Client shall defend, indemnify and hold harmless Bambu, its Affiliates, directors and employees from any damages, losses, claims and expenses arising from any claim or other legal action related to: (i) Client Content which Bambu uses, processes and/or manages in connection with the Services; (ii) Client’s or any Authorized User’s use of the Services; (iii) Client’s or any Authorized User’s breach of this Agreement; (iv) Client’s breach of any agreements it has with any End User; (v) Client’s or any Authorized User’s infringement of any person’s Intellectual Property Rights or other legal rights; and (vi) Client’s or any Authorized User’s breach of any applicable laws or regulations.
- Provided Client is not in material breach of this Agreement and is current with payment obligations, Bambu will defend Client from any Infringement Claim, to the extent it arises solely from Client’s use of the Services in accordance with the provisions of this Agreement. This defense will not apply to an Infringement Claim to the extent caused by: (i) modification of the Services by any party other than Bambu; or (ii) the combination or use of the Services with software, hardware, firmware, data, or technology not provided by Bambu to Client (or specified in Section A). As to any such Infringement Claim referenced under the preceding items (i) or (ii), Bambu assumes no liability for infringement and Client will hold Bambu harmless against any infringement claims arising therefrom.
- Limitation of Liability
- EXCLUSION OF DAMAGES. BAMBU AND ITS AFFILIATES ARE NOT LIABLE TO CLIENT OR TO ANY OTHER PARTY FOR: (A) ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, AGGRAVATED, EXEMPLARY, OR PUNITIVE DAMAGES; OR (B) ANY LOST SALES, LOST REVENUE, LOST PROFITS, LOST OR CORRUPTED DATA, OR REPROCUREMENT AMOUNT; OR (C) FORCE MAJEURE UNDER SECTION 14.9 BELOW.
- LIMITATION OF LIABILITY. THE LIABILITY OF BAMBU AND ITS AFFILIATES WILL NOT EXCEED, IN THE AGGREGATE, THE TOTAL AMOUNT OF FEES INVOICED BY BAMBU TO CLIENT UNDER THIS AGREEMENT DURING THE SIX (6) MONTH PERIOD PRECEDING THE EVENT GIVING RISE TO LIABILITY (PROVIDED THAT, IF NO FEES ARE PAID OR PAYABLE, SUCH AMOUNTS WILL BE LIMITED TO ONE HUNDRED DOLLARS (US$100.00)). CLIENT
RELEASES BAMBU FROM ALL OBLIGATIONS, LIABILITIES, CLAIMS, OR DEMANDS RELATING TO THE SERVICES AND THIS AGREEMENT IN EXCESS OF THE LIMITATION PROVIDED FOR IN THIS SECTION. - DISCLAIMER. THE LIMITATIONS IN THIS SECTION APPLY IN REGARD TO ANY AND ALL CLAIMS ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE SERVICES, IN TORT, EQUITY, AT LAW, STRICT PRODUCT LIABILITY, OR OTHERWISE, INCLUDING CLAIMS OF NEGLIGENCE, BREACH OF CONTRACT OR WARRANTY, REGARDLESS OF THE FORM OF ACTION, EVEN IF: (A) BAMBU IS ADVISED IN ADVANCE OF THE POSSIBILITY OF THE DAMAGES IN QUESTION; (B) SUCH DAMAGES WERE FORESEEABLE; OR (C) CLIENT’S REMEDIES FAIL IN THEIR ESSENTIAL PURPOSE. IF THE APPLICATION OF THIS SECTION 12 IS LIMITED BY LAW, THE LIABILITY OF BAMBU AND ITS AFFILIATES WILL BE LIMITED TO THE EXTENT PERMITTED BY LAW. THE REMEDIES SPECIFIED IN THIS AGREEMENT ARE EXCLUSIVE.
- Notwithstanding use of the Services, Client is remains ultimately responsible for all trading strategies, portfolio construction and other investment recommendations made to End Users and Bambu shall have no responsibility in such regard. Bambu is not regulated by the Monetary Authority of Singapore nor any other financial regulatory body. Bambu does not itself, and will not, offer or provide any financial advice or carry on any other regulated activities (including such activities as defined in the Financial Advisers Act (Cap 110) 2007).
- EXCLUSION OF DAMAGES. BAMBU AND ITS AFFILIATES ARE NOT LIABLE TO CLIENT OR TO ANY OTHER PARTY FOR: (A) ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, AGGRAVATED, EXEMPLARY, OR PUNITIVE DAMAGES; OR (B) ANY LOST SALES, LOST REVENUE, LOST PROFITS, LOST OR CORRUPTED DATA, OR REPROCUREMENT AMOUNT; OR (C) FORCE MAJEURE UNDER SECTION 14.9 BELOW.
- Reseller Liability Clause
- Bambu engages Reseller for the purpose of reselling the Product to potential clients. The Reseller acts as an authorized intermediary to facilitate the sales and distribution of Bambu Product.
- The Client understands and agrees that the Reseller shall not be held liable for any issues, shortcomings, or disruptions related to the performance and operations of the Product. The Client acknowledges that the Reseller acts solely as an intermediary and facilitator in the sale and provision of the Product.
- The Client acknowledges that any concerns, claims, or disputes regarding the Product’s functionality, reliability, or any associated support services shall be solely addressed with Bambu. The Reseller shall not be responsible for any support, maintenance, updates, or technical assistance related to the Product.
- The Client agrees to indemnify and hold harmless the Reseller, its officers, directors, employees, and affiliates from any and all claims, liabilities, losses, damages, costs, or expenses (including reasonable attorney fees) arising from or related to the use of the Product and any transactions conducted through the Reseller.
- Bambu engages Reseller for the purpose of reselling the Product to potential clients. The Reseller acts as an authorized intermediary to facilitate the sales and distribution of Bambu Product.
- Confidentiality
- Each Disclosing Party may disclose to the Receiving Party Confidential Information pursuant to this Agreement. Each Receiving Party agrees, for the term of this Agreement and for three (3) years after such term, to hold Disclosing Party’s Confidential Information in strict confidence, not to disclose such Confidential Information to third parties (other than to Affiliates and to professional advisers who are bound by appropriate written obligations of confidentiality) unless authorized to do so by Disclosing Party, and not to use such Confidential Information for any purpose except as expressly permitted hereunder. Each Receiving Party agrees to take reasonable steps to protect Disclosing Party’s Confidential Information from being disclosed, distributed or used in violation of the provisions of this Section. The foregoing prohibition on disclosure of Confidential Information shall not apply to any information that: (i) is or becomes a part of the public domain through no act or omission of Receiving Party; (ii) was in Receiving Party’s lawful possession without confidentiality obligation prior to the disclosure and had not been obtained by Receiving Party either directly or indirectly from Disclosing Party; (iii) is lawfully disclosed to Receiving Party by a third party without restriction on disclosure; (iv) is independently developed by Receiving Party or its employees or agents without use of Disclosing Party’s Confidential Information; or (v) is required to be disclosed by Receiving Party as a matter of law or by order of a court or by a regulatory body, provided that Receiving Party promptly notifies Disclosing Party (where lawfully permitted to do so) so that Disclosing Party may intervene to contest such disclosure requirement and/or seek a protective order or waive compliance with this Section. Each Receiving Party is responsible for any actions of its Affiliates, employees and agents in breach of this Section.
- Each Disclosing Party may disclose to the Receiving Party Confidential Information pursuant to this Agreement. Each Receiving Party agrees, for the term of this Agreement and for three (3) years after such term, to hold Disclosing Party’s Confidential Information in strict confidence, not to disclose such Confidential Information to third parties (other than to Affiliates and to professional advisers who are bound by appropriate written obligations of confidentiality) unless authorized to do so by Disclosing Party, and not to use such Confidential Information for any purpose except as expressly permitted hereunder. Each Receiving Party agrees to take reasonable steps to protect Disclosing Party’s Confidential Information from being disclosed, distributed or used in violation of the provisions of this Section. The foregoing prohibition on disclosure of Confidential Information shall not apply to any information that: (i) is or becomes a part of the public domain through no act or omission of Receiving Party; (ii) was in Receiving Party’s lawful possession without confidentiality obligation prior to the disclosure and had not been obtained by Receiving Party either directly or indirectly from Disclosing Party; (iii) is lawfully disclosed to Receiving Party by a third party without restriction on disclosure; (iv) is independently developed by Receiving Party or its employees or agents without use of Disclosing Party’s Confidential Information; or (v) is required to be disclosed by Receiving Party as a matter of law or by order of a court or by a regulatory body, provided that Receiving Party promptly notifies Disclosing Party (where lawfully permitted to do so) so that Disclosing Party may intervene to contest such disclosure requirement and/or seek a protective order or waive compliance with this Section. Each Receiving Party is responsible for any actions of its Affiliates, employees and agents in breach of this Section.
- General
- Authority. Each party warrants it has all necessary authority, power and capacity to enter into and perform this Agreement and that all necessary actions have been taken to enter into it properly and lawfully.
- Entire agreement and order of precedence. This Agreement represents the entire agreement of the parties, and supersedes any prior or current understandings, whether written or oral with respect to the subject matter of this Agreement. In the event of a conflict between the components of this Agreement, Section A will prevail over these GTC and Section B. These GTC will prevail over Section B.
- Amendment, waiver. Any amendment of this Agreement must be in writing and signed by both parties. Neither party will be deemed to have waived any of its rights under this Agreement by lapse of time or by any statement or representation other than by a written waiver by a duly authorized representative. No waiver constitutes a waiver of any prior or subsequent breach.
- Governing law; time limit. The Agreement is governed by the laws of Singapore. The parties consent to the exercise of exclusive jurisdiction by the courts in Singapore for any claim relating to this Agreement. No action, regardless of form, arising from this Agreement or any Services provided or to be provided hereunder may be brought by either party more than two (2) years after the cause of action has accrued, except that an action for non-payment may be brought at any time.
- Relationship of the parties. The relationship of the parties created by this Agreement is that of independent contractor and not that of employer/employee, principal/agent, partnership, joint venture or representative of the other. Neither party is authorized to make any representation, contract or commitment on behalf of the other party.
- Services Statistics. Client agrees that Bambu may gather and utilize statistical information gathered in connection with the Services and the data processed by the Services, including Google analytics (the “Services Statistics”), however, Bambu will only utilize the Services Statistics: (i) in a manner that will not identify Client as the source thereof; (ii) in a form where the data is anonymized; and (iii) in compliance with all applicable laws and regulations.
- Assignment. There are no third-party beneficiaries to this Agreement. Client may not assign or otherwise transfer any of its rights or obligations under this Agreement, in whole or in part, without the prior written consent of Bambu. Any assignment in breach of this Section is null and void. Except to the extent identified in this Section, this Agreement will be binding upon and inure to the benefit of the respective successors and assigns of the parties.
- Force Majeure. Bambu does not control the flow of data to or from the Services. Rather, such flow depends in large part on the performance of Internet services and technology provided or controlled by third parties and the public Internet infrastructure, as well as on other events beyond Bambu’s control. At times, the action or inaction of parties or systems not controlled by Bambu or other events beyond Bambu’s control can impair, disrupt or delay Bambu’s ability to provide the Services or Client’s ability to access the Services. Notwithstanding anything to the contrary in this Agreement, Bambu disclaims, and Client shall not hold Bambu responsible for, any and all liability resulting from or related to such actions or events, including acts of God, acts of governmental authority, unavailability of third party communication facilities or energy sources, fires, transportation delays, or any cause beyond the reasonable control of Bambu (collectively “Force Majeure”).
- Notices. All notices must be in writing and given by nationally recognized courier service, or electronic transmission and addressed to the law department at the address specified in Section A (as updated from time to time by either party giving notice to the other in writing) and will be.
- Publicity. Bambu may include Client’s name (and logo) in a list of Bambu customers, whether online or in promotional materials. Bambu is permitted, with Client’s review and approval, to publicize Bambu’s involvement in the Client Application, without disclosing any content or details beyond the nature of the contractual relationship. Upon Bambu’s request, (i) Client agrees to prominently place Bambu’s brand logo or equivalent material on the Client Application (or equivalent site), as applicable, to indicate the application or software is powered by Bambu; and (ii) Client shall cooperate with Bambu in the development of a case study describing Client’s use of the Services. The resulting case study will be reviewed and agreed upon by Client. effective upon receipt.
- Severability. If any provision of this Agreement is held by a court of competent jurisdiction to be contrary to law, the provision shall be modified by the court and interpreted so as best to accomplish the objectives of the original provision to the fullest extent permitted by law, and the remaining provisions of this Agreement shall remain in effect.
- Governing language. This Agreement shall be prepared and interpreted in the English language. Any translation of this Agreement into another language is for the purpose of convenience only. Any inconsistency arising due to translation into another language or a difference of interpretation between two or more languages will be resolved in favor of the English language version.
- Authority. Each party warrants it has all necessary authority, power and capacity to enter into and perform this Agreement and that all necessary actions have been taken to enter into it properly and lawfully.
Privacy Policy
This Privacy Statement is effective as of 28 February 2020
At Mangosteen BCC Pte Ltd (“Bambu”) we recognize the importance of protecting your personal information and are committed to processing it responsibly and in compliance with applicable data protection laws in all countries in which Bambu operates.
This Privacy Statement describes Bambu’s general privacy practices that apply to personal information we collect, use and share about consumers and other individuals within our clients, business partners, supplier and other organizations with which Bambu has or contemplates a business relationship.
Why and how we collect and use your personal information
We may collect your personal information as an individual for various purposes, such as the following:
Bambu’s direct competitors are prohibited from accessing the Product except with Bambu’s prior written consent.
- Access and use of websites or other online service
When entering one of our websites, or using an online service, we will record information necessary to provide you with access, for the operation of the website and for us to comply with security and legal requirements in relation to operating our site, such as passwords, IP address and browser settings. We also collect information about your activities during your visit in order to personalize your website experience, such as recording your preferences and settings, and to collect statistics to help us improve and further develop our websites, products and services.
- Responding to your request for information, order, or support
When you contact us (online or offline) in connection with a request for information, to order a product or service, to provide you with support, or to participate in a forum or other social computing tool, we collect information necessary to fulfil your request, to grant you access to the product or service, to provide you with support and to be able to contact you. For instance, we collect your name and contact information, details about your request and your agreement with us and the fulfilment, delivery and invoicing of your order and we may include client satisfaction survey information. We retain such information for administrative purposes, defending our rights, and in connection with our relationship with you. When you provide your name and contact information to register in connection with such a request, the registration may serve to identify you when you visit our websites.
- Responding to your request for information, order, or support
When you contact us (online or offline) in connection with a request for information, to order a product or service, to provide you with support, or to participate in a forum or other social computing tool, we collect information necessary to fulfil your request, to grant you access to the product or service, to provide you with support and to be able to contact you. For instance, we collect your name and contact information, details about your request and your agreement with us and the fulfilment, delivery and invoicing of your order and we may include client satisfaction survey information. We retain such information for administrative purposes, defending our rights, and in connection with our relationship with you. When you provide your name and contact information to register in connection with such a request, the registration may serve to identify you when you visit our websites.
- Your use of Bambu services
We collect information about your use of Bambu services to enable product features to operate, improve your user experience, tailor our interactions with you, inform our clients on the overall use of the services, provide support and improve and develop our products and services.
- Contacting employees of our clients, prospects, partners and suppliers
In our relationship with clients or prospects, partners and suppliers, they also provide us with business contact information (such as name, business contact details, position or title of their employees, contractors, advisors and authorized users) for purposes such as contract management, fulfillment, delivery of products and services, provision of support, invoicing and management of the services or the relationship.
- Visitor information
We register individuals visiting our sites and locations (name, identification and business contact information) and use camera supervision for reasons of security and safety of persons and belongings, as well as for regulatory purposes.
- Marketing
Most information we collect about you comes from our direct interactions with you. When you register for an event we may collect information (online or offline) in relation to the event organization, and during an event, such as participation in sessions and survey results. We combine the personal information we collect to develop aggregate analysis and business intelligence for conducting our business and for marketing purposes. You can choose to receive information by email, telephone or postal mail about our products and services, or sign-up for subscriptions. When visiting our websites or using our services we may provide you with personalized information. You can always opt-out from receiving personalized communication by sending an e-mail to marketing@bambu.co Where we reference that we use your personal information in connection with a request, order, transaction or agreement (or preparing for the same), or to provide you with services that you requested (such as a website), we do this because it is necessary for the performance of an agreement with you.
Where we reference that we use your personal information in connection with a request, order, transaction or agreement (or preparing for the same), or to provide you with services that you requested (such as a website), we do this because it is necessary for the performance of an agreement with you.
Where we reference that we use your personal information in relation to marketing, improvement or development of our products or services, for reasons of safety and security, or regulatory requirements other than in connection with your agreement or request, we do this on the basis of our or a third party’s legitimate interests, or with your consent. When we collect and use your personal information subject to the EU Privacy Legislation this may have consequences for your rights.
Sharing of Personal Information
As a global organization offering a wide range of products and services, with business processes, management structures and technical systems that cross borders, Bambu has implemented global policies, along with standards and procedures, for consistent protection of personal information. As a global company, we may share information about you with our subsidiaries world-wide and transfer it to countries in the world where we do business in accordance with this Privacy Statement.
Between Bambu controlled subsidiaries we only grant access to personal information on a need-to-know basis, necessary for the purposes for which such access is granted. In some cases, Bambu uses suppliers located in various countries to collect, use, analyze, and otherwise process personal information on its behalf.
Where appropriate, Bambu may also share your personal information with selected partners to help us provide you, or the company you work for, products or services, or to fulfill your requests, or with your consent. When selecting our suppliers and partners, we take into account their data handling processes.
If Bambu decides to sell, buy, merge or otherwise reorganize businesses in some countries, such a transaction may involve the disclosure of personal information to prospective or actual purchasers, or the receipt of such information from sellers. It is Bambu’s practice to require appropriate protection for personal information in these types of transactions. Please be aware that in certain circumstances, personal information may be subject to disclosure to government agencies pursuant to judicial proceeding, court order, or legal process. We may also share your personal information to protect the rights or property of Bambu, our business partners, suppliers or clients, and others when we have reasonable grounds to believe that such rights or property have been or could be affected.
International Transfers
The international footprint of Bambu involves a large number of transfers of personal information between different subsidiaries, as well as to third parties located in the countries where we do business. Some countries have implemented transfer restrictions for personal information, which Bambu complies with where applicable.
Information Security and Accuracy
We intend to protect your personal information and to maintain its accuracy. Bambu implements reasonable physical, administrative and technical safeguards to help us protect your personal information from unauthorized access, use and disclosure. For example, we encrypt certain sensitive personal information such as credit card information when we transmit such information over the Internet. We also require that our suppliers protect such information from unauthorized access, use and disclosure.
Retention Period
We will not retain personal information longer than necessary to fulfill the purposes for which it is processed, including the security of our processing complying with legal and regulatory obligations (e.g. audit, accounting and statutory retention terms), handling disputes, and for the establishment, exercise or defense of legal claims in the countries where we do business.
Because the circumstances may vary depending on the context and the services, the information provided in a specific notice may provide more detailed information on applicable retention terms.
How to contact us
If you have a question related to this Privacy Statement, please contact us via our website. Your message will be forwarded to the appropriate member of the Bambu team.
For the purposes of the EU General Data Protection Regulation (GDPR), the controller of your personal information is Bambu and its subsidiaries. Where Bambu or a subsidiary it controls (not established in the European Economic Area (EEA)) is required to appoint a legal representative in the EEA, the representative for all such cases is Bambu. Bambu is not the controller in situations such as:
- Personal information processed in connection with a contractual relationship, or with entering into a contractual relationship with a specific Bambu subsidiary. In this case the controller of personal information is the Bambu contracting company, which is the legal entity with which you or your employer have, or will have, the contract.
- Personal information collected on the physical site or location of an Bambu subsidiary. In this case that subsidiary is the controller of the personal information.
Your Rights
You can request to access, update, delete or correct your personal information. You also have the right to object to direct marketing. You can access the request process via our website. You may have additional rights pursuant to your local law applicable to the processing. For example, if the processing of your personal information is subject to the EU General Data Protection Regulation (“GDPR”), and your personal information is processed based on legitimate interests, you have the right to object to the processing on grounds relating to your specific situation. Under GDPR you may also have the right to request to have your personal information deleted or restricted and ask for portability of your personal information.
Right to Lodge a Complaint
In the event you consider our processing of your personal information not to be compliant with the applicable data protection laws, you can lodge a complaint:
- Directly with Bambu by using this form
- With the competent data protection authority. The name and contact details of the Data Protection Authorities in the European Union can be found here.
Changes to our Privacy Statements
We may update this Privacy Statement from time to time to reflect changes to our data governance practices. The revised Privacy Statement will be posted here with an updated revision date. We encourage you to check back periodically for any changes or updates. If we make a material change to our Privacy Statement, we will post a notice at the top of this page for 30 days. By continuing to use our websites after such revision takes effect we consider that you have read and understand the changes.