The client is required to complete the client onboarding form within five (5) business days of service engagement. This form is essential for the timely commencement of services and to ensure we can effectively meet your needs.
Failure to complete the onboarding form within this timeframe may result in delays in the start of services or, in some cases, the loss of services. If the client fails to complete the onboarding form and services are delayed or lost as a result, the client will be entitled to an 80% refund of any paid monies or deposits. The 20% retention is to cover administrative costs and any preparatory work already performed. If the client is unable to complete the onboarding form within the specified time, we encourage them to notify us promptly. We may be able to extend the deadline in certain cases, such as for extenuating circumstances. This retention shall be considered a reasonable estimate of administrative and preparatory costs incurred and not a penalty.
Yes, I agree with the Universal Client Services Policy and Service Delivery Policies & Protocols.
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