Refund Policy

01Overview

This Refund Policy explains how cancellations, deposits, and refunds are handled for the professional advisory Services provided by Powel Liberty Sales. Because we deliver knowledge-based Services rather than physical goods, refunds are governed by the principles set out below and by the terms of each specific Engagement.

02Nature of Our Services

Our Services consist of professional time, analysis, strategy, and Deliverables prepared specifically for each Client. Value is delivered progressively as work is performed, which is reflected in how deposits, milestones, and refunds are treated throughout this policy.

03Deposits and Retainers

Many Engagements begin with a deposit or retainer that reserves our capacity and funds initial work such as discovery, research, and planning. Deposits are applied against the total fees for the Engagement.

Because a deposit secures scheduled time and commences work, it is non-refundable once the Engagement has started, except where this policy or the relevant agreement expressly provides otherwise.

04Fixed-Scope Engagements

For Engagements with a defined scope and fee, fees correspond to clearly identified phases or milestones. If you cancel after work has begun, fees for work completed and for commitments already made on your behalf up to the cancellation date remain payable and are non-refundable.

Any portion of pre-paid fees attributable to work not yet started at the point of cancellation may be refunded, subject to the deductions described in this policy.

05Monthly and Subscription Advisory

Ongoing advisory arrangements billed monthly are charged in advance for each service period. You may cancel future renewals with reasonable written notice as set out in your agreement.

Fees for the current service period are generally non-refundable once that period has begun, because capacity and resources are allocated to you in advance. Cancellation stops future billing rather than refunding the current period.

06Cancellation by the Client

You may request to cancel an Engagement at any time by providing written notice to our advisory desk. The effective date of cancellation is the date we receive your written request. On cancellation, we will issue a final accounting of work performed, fees due, and any refundable balance.

07Cancellation by Powel Liberty Sales

We may cancel or suspend an Engagement where a Client materially breaches its obligations, fails to pay undisputed invoices after notice, or where circumstances make continued performance impractical or inappropriate.

Where we cancel an Engagement for reasons not attributable to the Client’s breach, we will refund any pre-paid fees for work not yet performed.

08Eligibility for Refunds

A refund may be available where:

• you have pre-paid for a phase of work that has not yet commenced;
• we are unable to deliver a Service for reasons within our control and no acceptable alternative is agreed; or
• a refund is required under applicable law.

Refund eligibility is assessed against the work actually performed and the commitments made up to the relevant date.

09Non-Refundable Items

The following are generally non-refundable:

• deposits and retainers once an Engagement has commenced;
• fees for time, research, and analysis already performed;
• fees for the current period of an active monthly advisory arrangement;
• third-party costs and disbursements already incurred on your behalf; and
• completed and delivered Deliverables that conform to the agreed scope.

10How to Request a Refund

To request a refund, contact our advisory desk in writing using the details at the foot of this page and include:

• the name of the Client and the relevant Engagement;
• the date and reference of the payment in question; and
• a clear explanation of the basis for your request.

Providing complete information helps us review your request promptly and fairly.

11Review and Processing Time

We aim to acknowledge refund requests within one business day and to complete our review within ten business days of receiving the information needed to assess the request. Complex Engagements may require additional time, in which case we will keep you informed.

12Method of Refund

Approved refunds are issued using the original method of payment where practicable. The time for funds to appear depends on your payment provider and is outside our control.

13Chargebacks

If you have a concern about a charge, we ask that you contact us first so we can address it directly. Initiating a chargeback without allowing us a reasonable opportunity to resolve the matter may delay resolution and may, where the charge is valid, be treated as an outstanding amount due under your agreement.

14Discretionary Goodwill Adjustments

From time to time, and entirely at our discretion, we may offer a credit, partial adjustment, or additional work as a gesture of goodwill where we consider it appropriate. Any such gesture is made on a case-by-case basis, does not set a precedent, and does not alter the terms of this policy.

15Changes to This Policy

We may revise this Refund Policy from time to time. The version that applies to your Engagement is the one in effect on the date the Engagement is agreed, unless you and we agree otherwise in writing. The “Last Updated” date above identifies the current version.