Engagement policy

Cancellations and refunds

How deposits, work already performed, postponements and refunds are handled for professional audit engagements.

Effective 15 August 2026

Before work begins

The signed proposal states the commencement deposit, milestones and cancellation terms for that engagement. Unless it says otherwise, a client may cancel in writing before fieldwork starts and receive the deposit less documented preparation already performed and non-recoverable costs authorised for the work.

After commencement

Fees for scoping, indexing, testing, meetings or drafting already completed are not refundable. Where a deposit exceeds earned fees and authorised costs, the unused balance is refunded. Partly completed work can be handed over in its current form if lawful, useful and paid for, but it may not carry a final audit conclusion.

Client-caused delay and no access

If agreed records or access are unavailable, we first try to reschedule. A postponement requested at least three business days before scheduled on-site work normally carries no rescheduling charge. Later changes may include unrecoverable travel or reserved-time costs. If inactivity continues for 30 days after written notice, we may close the engagement and account for work completed.

Bundlepathgrid cancellation

If we cannot continue because of an independence conflict, incapacity or another reason not caused by the client, we refund fees for work not performed and provide any appropriate completed material. We may withdraw without refunding earned fees where instructions are unlawful, authority to supply records is absent, invoices remain unpaid after notice, or staff safety is at risk.

How to request a refund

Email info@bundlepathgrid.digital within 14 calendar days of cancellation or the disputed invoice. Include the engagement reference, payer name, amount and reason; do not include applicant records. We acknowledge requests within two business days and normally decide them within ten business days.

Approved refunds are returned to the original payment method within 7–10 business days after approval. Bank processing can add time. Purchased specialist reports, approved travel, secure courier costs and other non-recoverable third-party expenses are refundable only if the supplier refunds us.

Nothing here limits mandatory rights under South African consumer law. The signed engagement terms prevail where they provide more specific or more favourable arrangements.