INTRODUCTION
This Refund Policy of Financely applies to all payments made to us and sets out the circumstances in which we will provide a refund. By engaging our services, you accept this Refund Policy and agree to abide by its terms.
RETAINER FEES
Retainer fees are non-refundable once paid, except in circumstances explicitly outlined in the engagement letter/contract signed between us and the client. Please refer to your specific engagement letter/contract for more details on this exception.
SERVICE NOT DELIVERED
If we fail to deliver the agreed-upon service as per the contract due to reasons solely attributable to us, we may consider providing a partial or full refund at our sole discretion.
CANCELLATION OF SERVICE
If you decide to cancel our services, any fees paid prior to the cancellation are non-refundable, unless otherwise stipulated in your engagement letter/contract.
REFUND PROCESS
To request a refund, you should contact us stating the reasons for your request. Refunds will be reviewed on a case-by-case basis, and we reserve the right to decline any request at our sole discretion. If a refund is approved, it will be processed within thirty (30) business days.
CHANGES TO THIS POLICY
We reserve the right to modify this Refund Policy at any time. We will always post the most current version of this policy on our Website. If we make changes, we will notify you by revising the date at the top of the policy.
GOVERNING LAW
This Refund Policy is governed by and construed in accordance with the laws of Switzerland.
For inquiries prior to submitting a Request for Quote (RFQ), please schedule a 45-minute consultation.
Financely connects growth-oriented businesses with investors seeking premium opportunities, effectively bridging the gap between capital demand and supply. While we are not a securities broker or dealer, we collaborate with investment banks, legal counsel, and other professionals as needed. We do not offer to buy or sell securities and disclaim liability for capital-raising results.
Financely Inc. is a corporate finance consulting firm wholly owned by Aurora Bay Trust, a Bahamas established Trust or its relevant authorised affiliates. Our advisory business is carried out through Financely Group LLC. We do not operate as a securities broker/dealer. Please read our terms of service to determine if working with Financely Group is appropriate for you. Pursuant to the Dodd-Frank Act, we operate as an exempt
foreign private adviser in the United States.
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