Payment & Refund Policy
Payments for documented management and administrative services only—not investment transactions.
This page is an editable policy framework, not a finalized statement of business practices. Effective date: [To be provided].
Payment availability
Online payments are not currently enabled. Stripe-hosted invoicing is planned for documented management and administrative service fees only. Activation depends on Stripe review of the actual business and transactions, technical setup, and finalized terms. Website wording or technical compatibility does not guarantee Stripe approval, transaction acceptance, or legal compliance.
Customers and payment purpose
Customers are the family group and its related businesses receiving agreed management or administrative services. Payments compensate those services; they are not investment contributions, customer deposits for investment or lending, loan funding, purchases of securities, or fund subscriptions. Such transactions must not be processed through this service-fee payment flow.
Invoices and fees
A written engagement identifies the customer, management or administrative work, deliverables, and agreed fees. An itemized invoice identifies the services being billed. Currency, taxes, billing schedule, and due dates: [To be defined in the agreement and invoice]. No prices or payment deadlines are established by this draft.
Planned payment process
After an engagement is agreed and payment services are activated, the customer receives an itemized service-fee invoice and opens its Stripe-hosted payment page. The payment provider processes payment details. Payment confirmation must be verified by the system rather than assumed from a browser redirect. This process is planned, not currently available.
Payment methods and security
Accepted payment methods and the payment processor: [To be confirmed]. Do not send card details or bank credentials through the contact form. Any future card payments should take place on the payment provider’s hosted page.
Cancellation and refunds
Cancellation eligibility, refund conditions, non-refundable charges if applicable, request deadlines, and processing periods: [To be supplied and legally reviewed before accepting payments]. This draft does not promise refund eligibility or timing.
Payment inquiries and disputes
For service scope, invoice errors, cancellation, refund requests, or payment disputes, use the customer-support details on the Contact page once activated. Billing email, telephone, response practices, and request requirements: [To be provided]. Do not send card details or bank credentials in support messages.
Policy approval
Confirm this policy against the written engagement agreement and applicable law before accepting payments. Effective date and approval: [To be provided].