Refund & cancellation policy

Scope

This policy applies to paid professional services offered by Intelligent Platform—internal control reviews, control maturity assessments, SOX-ready walkthrough packs, and control office hours. It does not cover physical goods, software licences, or marketplace checkout, which this site does not sell.

Eligibility

Refunds are considered when work has not started, when we cancel an engagement we cannot staff, or when a written scope note explicitly provides a refund window. Informational prices on this website are not invoices and do not create automatic refund rights.

Timeframe to request

Refund requests should be sent in writing to hello@intelligent-platform.digital within 14 days of the invoice payment date, or within 7 days of a scheduled kickoff if kickoff is later—whichever comes first—unless the scope note states a different window.

Full refunds

A full refund of fees paid for an engagement is typically available if we have not begun discovery, document review, or sample testing sessions, and if you cancel within the timeframe above. If we cancel before kickoff for reasons on our side, prepaid fees for that engagement are refunded in full.

Partial refunds

If work has started—access granted, inventory underway, or walkthrough sessions held—refunds are partial and proportional to undelivered milestones described in the scope note. Completed milestones (for example a delivered control narrative or sample schedule) are generally non-refundable.

Non-refundable items

The following are non-refundable once delivered or consumed: completed control artefacts, time already spent in scheduled sessions, third-party costs you asked us to incur on your behalf with prior written approval, and retainer months already begun under Control Office Hours.

Deposits

Some engagements require a deposit to reserve start dates. Deposits are credited toward the final invoice. Deposits become non-refundable once discovery begins, except where we cancel or where the scope note states otherwise.

Cancellation & rescheduling

You may cancel or reschedule a kickoff or review session with at least 3 business days’ notice (UK working days). Shorter notice may forfeit that session’s allocated fee. Retainer office-hours slots missed without notice are not rolled forward unless we agree in writing.

No-shows

If your team does not attend a confirmed session and does not notify us in advance, that session counts as delivered for billing purposes.

Work already started

Once we have begun reviewing control documentation, drafting narratives, or facilitating sample testing, fees reflect effort already expended. We will itemise remaining unused value when calculating any partial refund.

Purchased materials

This site does not sell physical materials or stocked products. Any templates or working papers produced under an engagement are covered by the partial-refund rules for completed milestones above.

Refund process & timing

Email a refund request with your invoice reference and reason. We confirm eligibility within 5 business days. Approved refunds are processed within 14 business days of confirmation.

Refund method

Refunds are returned via the original payment method where possible, or by bank transfer to a UK account you nominate in writing. Currency follows the invoice (typically GBP).

Exceptions

Mandatory consumer protections under UK law prevail where they apply. Engagement-specific terms in a signed scope note override this page when they conflict, except where law forbids such override.

Contact for refund requests

Intelligent Platform, 69 Essex Rd, Taplow, SL6 3UJ, United Kingdom, +44 077 8489 7741, hello@intelligent-platform.digital.