Refund Policy

This Refund Policy explains the terms and conditions under which ValuePath ("we," "us," or "our") provides refunds for our strategic consulting services and digital products. We are committed to client satisfaction while maintaining fair and transparent refund practices.

By engaging our services or purchasing our products, you acknowledge that you have read, understood, and agree to this Refund Policy.

1. Overview of Our Services and Products

ValuePath provides:

• Strategic Consulting Services: Custom consulting engagements delivered over time
• Digital Products: White papers, guides, and resources (currently offered free of charge)
• Workshop and Training Services: On-site or virtual workshops and training sessions
• Subscription Services: Ongoing advisory and support arrangements (when applicable)

2. Consulting Services Refund Policy

2.1 General Principles

Our consulting services are highly customized, professional services delivered over time based on specific client needs. Due to the nature of professional services, refunds are handled on a case-by-case basis according to the terms specified in individual Engagement Letters.

2.2 Refund Eligibility for Consulting Services

Refund requests for consulting services will be considered under the following circumstances:

• Service Not Rendered: If we fail to provide services as specified in the Engagement Letter
• Material Breach: If ValuePath materially breaches the terms of the Engagement Letter
• Early Termination: As specified in the Engagement Letter termination clause

2.3 Non-Refundable Consulting Fees

The following consulting fees are generally non-refundable:

• Initial consultation and assessment fees
• Fees for services already completed or delivered
• Fees for time already invested in project preparation
• Fees explicitly designated as non-refundable in the Engagement Letter
• Expenses already incurred on behalf of the client

2.4 Partial Refunds

For multi-phase or long-term engagements, partial refunds may be available for:

• Undelivered future phases of work
• Prepaid fees for services not yet rendered
• Prorated amounts based on completed versus total work

Partial refunds are calculated by deducting:

• Value of services already delivered
• Time invested by our team
• Non-recoverable expenses incurred
• Reasonable administrative fees (up to 10% of refunded amount)

2.5 Refund Timeframe for Consulting Services

Refund requests for consulting services must be submitted:

• In writing to [email protected]
• Within 14 days of the event giving rise to the refund request
• With detailed explanation of the grounds for the request
• Accompanied by relevant supporting documentation

3. Digital Products Refund Policy

3.1 Free Digital Products

Currently, our white papers, guides, and downloadable resources are offered free of charge. As no payment is required, refund requests do not apply to these materials.

3.2 Future Paid Digital Products

Should we offer paid digital products in the future, the following policy will apply:

3.3 Non-Refundable Digital Products

The following circumstances make digital products non-refundable:

• Product has been fully downloaded or accessed
• More than 25% of course content has been completed
• Templates or tools have been used in business operations
• Product was purchased during a promotional "no refund" sale
• Refund window has expired

4. Workshop and Training Services

4.1 Pre-Workshop Cancellation by Client

If a client cancels a workshop or training session:

• More than 30 days before: Full refund minus 10% administrative fee
• 15-30 days before: 50% refund
• Less than 15 days before: No refund
• Day of event: No refund

4.2 Cancellation by ValuePath

If ValuePath must cancel or reschedule a workshop due to circumstances on our end:

• Clients receive a full refund of all fees paid
• Alternative dates will be offered when possible
• Reimbursement for non-refundable travel expenses (case-by-case basis)

4.3 Dissatisfaction with Workshop Content

If you are dissatisfied with workshop quality or content:

• Notify us within 48 hours of workshop completion
• Provide specific feedback on dissatisfaction reasons
• We will review and may offer partial refund or complimentary session

5. Subscription and Ongoing Advisory Services

5.1 Monthly Subscriptions

For monthly subscription services:

• Cancellation possible at any time
• No refunds for the current billing period
• Service continues until end of paid period
• No automatic renewal after cancellation

5.2 Annual Subscriptions

For annual subscription services:

• Within first 30 days: Prorated refund available (minus one month's fees)
• After 30 days: No refund, but can cancel for next year
• Mid-year cancellation: Access continues until subscription end date

6. Refund Request Process

6.1 How to Request a Refund

To request a refund, please follow these steps:

1. Email us at [email protected] with subject line "Refund Request"
2. Include your full name and contact information
3. Provide engagement reference number or invoice number
4. Specify the service or product for which you're requesting a refund
5. Explain the reason for your refund request
6. Include any supporting documentation

6.2 Refund Review Process

Once we receive your refund request:

• Acknowledgment: Within 2 business days
• Review: Within 7 business days
• Decision: Communicated within 10 business days
• Processing: If approved, refund processed within 14 business days

6.3 Information We May Request

To process your refund request, we may ask for:

• Original invoice or payment confirmation
• Details of services received to date
• Explanation of why services did not meet expectations
• Evidence of any issues or problems encountered
• Feedback to help us improve our services

7. Refund Methods

7.1 Payment Methods

Approved refunds will be processed using the original payment method whenever possible:

• Bank Transfer: 3-5 business days
• Credit/Debit Card: 5-10 business days (depending on card issuer)
• PayPal: 2-3 business days
• Check: 10-14 business days (UK addresses only)

7.2 Currency and Exchange Rates

Refunds are processed in the original transaction currency (GBP). If exchange rates have changed since the original transaction, the refunded amount may differ from what you originally paid in your local currency.

8. Disputes and Appeals

8.1 If Your Refund Request is Denied

If we deny your refund request, you will receive:

• Written explanation of the denial
• Specific reasons referencing this policy
• Information about the appeals process

8.2 Appeals Process

To appeal a refund denial:

1. Submit written appeal to [email protected] within 14 days
2. Include additional information or evidence
3. Request review by senior management
4. Management will review within 14 business days
5. Final decision will be communicated in writing

8.3 Alternative Dispute Resolution

If you remain unsatisfied after the appeals process, you may:

• Request mediation through a mutually agreed mediator
• Contact relevant industry regulatory bodies
• Seek legal advice regarding your rights

9. UK Consumer Rights

For business-to-business transactions, different provisions may apply as agreed in individual Engagement Letters.

10. Exceptions and Special Circumstances

10.1 Force Majeure

If services cannot be delivered due to circumstances beyond our control (natural disasters, pandemic, government actions, etc.):

• We will work with you to reschedule services
• Refunds will be provided for prepaid services that cannot be delivered
• No penalties or fees will apply

10.2 Client-Caused Delays

If service delivery is significantly delayed by client actions (failure to provide information, unavailability of key personnel, etc.), fees remain non-refundable and additional charges may apply for extended engagement periods.

10.3 Confidential Information

In cases where ValuePath has received confidential client information during service delivery, refunds may be conditioned on:

• Return or destruction of all confidential materials
• Confirmation of non-disclosure obligations
• Agreement to mutual release of claims

11. Modifications to This Policy

We reserve the right to modify this Refund Policy at any time. Changes will:

• Be posted on our website with updated "Last Updated" date
• Apply to engagements commenced after the change date
• Not affect existing Engagement Letters unless mutually agreed

Significant changes may be communicated via email to active clients.

12. Contact Information

13. Governing Law

This Refund Policy is governed by the laws of England and Wales. Any disputes arising from refund matters shall be subject to the exclusive jurisdiction of the courts of England and Wales.

We value your business and strive for your complete satisfaction. While we maintain clear refund policies, we are committed to working with clients to resolve concerns fairly and professionally. Please don't hesitate to discuss any issues with us before requesting a formal refund.