Cancellation and refunds
Draft for professional review. This page is a starting outline, not final legal wording. It must be reviewed and completed by a suitably qualified professional before the website goes live.
Topics the final policy should cover:
- Cancellation rights for clients who may be treated as consumers, including any cancellation period for contracts agreed at a distance, and what happens if work starts during that period at the client's request.
- How to cancel.
- How fees are calculated for work already completed.
- Deposits and whether they are refundable.
- That a lender declining an application is not, by itself, grounds for a refund of advisory fees, if that is your policy.
- Ending an ongoing bookkeeping or support arrangement, and the notice required.
- How and when refunds are paid.
[Insert final policy after professional review.]