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Refund Policy

This policy sets out when an advisory fee is refundable, in full or in part, and how to request a refund.

Applicability

This policy applies to the flat advisory fees charged by DataPath Financial Planning Co., Ltd. for planning engagements booked through this website or directly. Because we sell advisory time and a written plan rather than goods, the refund windows below reflect the point at which work has begun.

Before work begins — full refund

If you cancel an engagement before we have started the analysis stage, the full fee is refunded. Cancellation must be sent to info@datapath.click. We treat a cancellation as received on the day it arrives during business hours (Monday to Friday, 09:00–17:00 ICT), or on the next business day if it arrives outside those hours. A full refund is issued where the cancellation reaches us within fourteen days of the engagement letter being signed and before stage two (documents in) has begun.

After work has begun — partial refund

If you cancel after we have begun the analysis stage, the portion of the fee corresponding to work already completed is not refundable, and the remaining portion is refunded. We will set out in writing, with the cancellation response, how much work had been completed and the amount to be refunded. Because an engagement is a defined piece of work, this calculation is based on the stages set out in our engagement process.

Non-refundable items

  • Work already completed up to the point of cancellation, including any draft analysis produced.
  • The scoping call, which is provided at no fee and is therefore not a refundable item.
  • Any third-party cost we have incurred on your written instruction (for example, a document translation you asked us to commission), which is passed through at cost and is not refundable once the third party has been paid.

Processing time

Refunds are processed within ten business days of the cancellation being confirmed. The refund is returned to the original payment method where that method supports it; where it does not (for example, a bank transfer that has since closed), we will arrange an alternative with you.

Cancellation and rescheduling

You may reschedule a scoping call or a plan walk-through at no cost with at least one business day’s notice. Repeated rescheduling may, after the third instance, lead us to suggest the engagement is paused until a clear date is available.

Deposits

Where an engagement fee is split into a deposit and a balance, the deposit is refundable on the same terms as the full fee above — in full before work begins, and in part after work has begun, less the value of work completed.

No-shows

If a scoping call is booked and you do not attend and do not cancel in advance, we will attempt to rebook it once. A second no-show for the same call leads us to close the inquiry; you are welcome to begin a new one. No fee is charged for a scoping call, so no refund arises from a no-show.

Work already started

Because a written plan is built from your documents, once stage three (analysis) has begun the work cannot be un-done. The partial-refund approach above applies. If you ask us to stop mid-engagement, we will deliver what has been completed up to that point as a partial plan on request.

Exceptions

The only exception to the windows above is where we have not been able to begin an engagement within thirty days of the engagement letter being signed for reasons on our side; in that case you are entitled to a full refund on request, regardless of whether work has begun.

How to request a refund

To request a refund, write to info@datapath.click with the engagement reference and the reason. You can also call +66-76-218-493. We will confirm receipt within two business days and confirm the refund amount and method within five business days of receipt.

This policy sets out standard, market-consistent refund windows. The specific windows above are proposed pending business confirmation and will be finalised with the business before launch; any change will be reflected in the updated date below.

Last updated: 5 October 2026.

DataPath Financial Planning

DataPath Financial Planning Co., Ltd.· 132/4, Chao Fa West Road· 83000 Mueang Phuket· Thailand· +66-76-218-493· info@datapath.click· Tax ID (TIN): 0105104332181

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