PRODUCT SPECIFIC TERMS AND CONDITIONS:
Our 30-minute advice sessions are only performed online using Zoom or Google Meets.
Once you purchase this service you will be sent a form via email that will ask your preferred times, nature of business you operate and purpose of call.
If you do not present for the online advice session, no refund is given.
Cancellation / Reschedule
Cancellations or reschedule requests can only be requested with a minimum of 24 hours notice.
Refunds for cancelled sessions will be given if at least 24 hours notice is given (less applicable transaction fees).
Only common accounting advice can be given – if you require detailed advice relating to a specific case, we will recommend research is undertaken and this will have further charges.
AML and LoE
We will ask for proof of identity to be sent to us as part of the Anti-Money Laundering legislation. We will also request that you sign our Letter of Engagement.