Common use of TERMINATION AND REFUND POLICY Clause in Contracts

TERMINATION AND REFUND POLICY. This Agreement will terminate automatically if it is assigned by Advisor without prior written consent of Client. If Advisor has provided the Client a copy of its Form ADV Part 2 less than forty-eight hours prior to entering into this Agreement or if Advisor provided the Client a copy of its Form ADV Part 2 at the time of entering into this Agreement, then Client may terminate this Agreement without penalty within five (5) business days after entering into the Agreement. Alternatively, this Agreement may be terminated at any time by either party by written notice to the other party as set forth below in Section 15. In addition, all custodial termination and transfer fees, if any, assessed by Custodian will be the responsibility of Client. This Agreement will inure to the benefit of Advisor and its successors, irrespective of any change in the personnel thereof, and shall bind Client, Client’s estate and any heirs, beneficiaries or successors in interest. In the event of termination and where services under Section 1 remain uncompleted, any prepaid but unearned fees will be promptly refunded by Advisor. Any fees that have been earned by Advisor but not yet paid by Client will be immediately due and payable. Any other requests for refunds will be considered on a case by case basis at the written request of Client if made within 15 days of termination. Financial Coaching Services can be offered on a one-time, or ongoing basis depending on client preference. Agreements are made on an annual basis and renewed each year.

TERMINATION AND REFUND POLICY. This Agreement will terminate automatically if it is assigned by Advisor without prior written consent of Client. If Advisor has provided the Client a copy of its Form ADV Part 2 less than forty-eight hours prior to entering into this Agreement or if Advisor provided the Client a copy of its Form ADV Part 2 at the time of entering into this Agreement, then Client may terminate this Agreement without penalty within five (5) business days after entering into the Agreement. Alternatively, this Agreement may be terminated at any time by either party by written notice to the other party as set forth below in Section 1514. In addition, all custodial termination and transfer fees, if any, assessed by Custodian will be the responsibility of Client. This Agreement will inure to the benefit of Advisor and its successors, irrespective of any change in the personnel thereof, and shall bind Client, Client’s estate and any heirs, beneficiaries or successors in interest. In the event of termination and where services under Section 1 remain uncompleted, any prepaid but unearned fees will be promptly refunded by Advisor. Any fees that have been earned by Advisor but not yet paid by Client will be immediately due and payable. Any other requests for refunds will be considered on a case by case basis at the written request of Client if made within 15 days of termination. Financial Coaching Services can be offered on a one-time, or ongoing basis depending on client preference. Agreements are made on an annual basis and renewed each year.

TERMINATION AND REFUND POLICY. This Agreement will terminate automatically if it is assigned by Advisor without prior written consent of Client. If Advisor has provided the Client a copy of its Form ADV Part 2 less than forty-eight hours prior to entering into this Agreement or if Advisor provided the Client a copy of its Form ADV Part 2 at the time of entering into this Agreement, then Client may terminate this Agreement without penalty within five (5) business days after entering into the Agreement. Alternatively, this Agreement may be terminated at any time by either party by written notice to the other party as set forth below in Section 1514. In addition, all custodial termination and transfer fees, if any, assessed by Custodian will be the responsibility of Client. This Agreement will inure to the benefit of Advisor and its successors, irrespective of any change in the personnel thereof, and shall bind Client, Client’s estate and any heirs, beneficiaries or successors in interest. In the event of termination and where services under Section 1 remain uncompleted, any prepaid but unearned fees will be promptly refunded by Advisor. Any fees that have been earned by Advisor but not yet paid by Client will be immediately due and payable. Any other requests for refunds will be considered on a case by case basis at the written request of Client if made within 15 days of termination. Financial Coaching Services can be offered on a one-time, or ongoing basis depending on client preference. Agreements are made on an annual basis and renewed each year.