Refund and cancellation policy
Cancellation, rescheduling, and refund terms for paid financial planning consultations.
Last updated: 7 October 2026 · Proposed terms pending business confirmation
Paid consultations and planning engagements are offered by Lattice Family Financial Planning Co., Ltd. (บริษัท Lattice Family Financial Planning จำกัด). Contact info@digital-lattice.digital or +66-2-579-3168 for refund requests.
Tax ID (TIN): 0105039363531
Scope
This policy applies to fees you pay for scheduled planning sessions, document packages, and follow-up reviews arranged through us. It does not cover third-party products you purchase elsewhere.
Cancellations by you
- More than 48 hours before the scheduled start: full refund of any prepaid session fee, or free rescheduling once.
- Within 48 hours: we may retain up to 50% of the prepaid fee to cover reserved time, with the balance refunded or credited to a new date within 90 days.
- No-show without notice: prepaid fees are non-refundable.
Cancellations by us
If we cancel, you receive a full refund or priority rescheduling at no extra charge.
Rescheduling
One free reschedule is available when requested at least 24 hours ahead. Additional changes may incur an administrative fee if stated on your invoice.
Work already delivered
If a written deliverable (plan summary, funding blueprint) has been sent, fees for that milestone are non-refundable, even if you discontinue further sessions.
Deposits
Engagements requiring a deposit apply the deposit to the final invoice. Deposits are refundable under the same cancellation windows above unless applied to completed work.
How refunds are paid
Approved refunds are returned to the original payment method within 14 business days. Bank transfer refunds may require the account details you used to pay.
Disputes
Raise concerns within 30 days of the charge. We will review meeting notes and invoices in good faith under the Consumer Protection Act framework.
Exceptions
Force majeure events (severe weather, government orders) trigger rescheduling first; cash refunds follow if rescheduling is not possible within 60 days.