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Refund and rescheduling terms

Last updated: 28 July 2026. These terms apply to deposits and fees for Connect Automator audit engagements for fintech clients. They do not apply to products we do not sell — we do not offer software subscriptions, physical goods, or course seats.

Eligibility

Refund requests must relate to a paid deposit or invoice under a written engagement outline or letter. Website browsing and unanswered inquiries carry no charge and no refund.

Timeframe to request

Write to hello@connectautomator.digital with your engagement reference within 14 days of the event giving rise to the request (cancellation, material delay by us, or billing error). Requests after the management letter is signed are limited to billing errors.

Full or partial refunds

  • Full deposit refund if you cancel more than 15 business days before the agreed kickoff and no preparatory work has begun.
  • Partial refund if you cancel between 6 and 15 business days before kickoff: we retain up to 40% of the deposit for reserved auditor time, and refund the remainder.
  • No deposit refund for cancellations within 5 business days of kickoff, except where we caused the cancellation.

Non-refundable items

Fees for completed walkthrough days, completed sample testing tranches, and issued draft or final management letters are non-refundable. Third-party costs pre-approved by you (for example, specialised translation of evidence) are non-refundable once incurred.

Work already started

If fieldwork has begun, we invoice for work performed on a percentage-of-completion basis against the engagement fee and refund any unused deposit balance. Working papers remain our property; you receive any deliverables already due under the letter.

Rescheduling

One reschedule with at least 10 business days’ notice is usually accommodated without fee if auditor calendars allow. Later reschedules may incur a rescheduling charge of up to 15% of the engagement fee to cover recommissioning evidence rooms and travel.

No-shows

If client counterparts fail to attend agreed walkthrough days without 2 business days’ notice, that day may be charged as delivered. We will offer one make-up day subject to calendar.

Deposits

Deposits secure the fieldwork window. They are applied to the final invoice. They are not a separate product purchase.

Refund method and processing time

Approved refunds are returned by the original payment method within 14 business days of written approval. Bank processing times may add several days.

How to request

Email hello@connectautomator.digital with subject “Refund request”, your engagement reference, and a brief reason. You may also call +886-4-318-2159. Postal correspondence may be sent to 952 Abigayle Isle, 臺南市, 福建省, Taiwan.

Exceptions

If we materially fail to deliver the agreed management letter through our own fault, you may request a full refund of fees paid for undelivered stages or a re-performance at our cost. Supervisory outcomes of your filing are outside our refund terms — an independent audit cannot guarantee licence approval.

Connect Automator

Independent audits for fintech firms — control testing, licensing readiness, and findings your board can act on.

952 Abigayle Isle, 臺南市, 福建省, Taiwan
+886-4-318-2159
hello@connectautomator.digital

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Field notes by post

Occasional notes on audit fieldwork for payment firms, lenders, and other supervised fintechs in Taiwan. No product pitches.

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