Last Updated: January 2025
At Crosscheck Capital LLC, we strive to provide exceptional financial services and investment management solutions. This Refund Policy outlines the terms and conditions under which refunds may be requested and processed for our products and services.
We are committed to client satisfaction and transparency in all our business practices. Please read this policy carefully to understand your rights and obligations regarding refunds.
Initial Consultation: Initial consultation fees are non-refundable once the consultation has been completed. If you need to cancel a scheduled consultation, please provide at least 48 hours notice to receive a full refund.
Advisory Service Fees: Monthly or quarterly advisory service fees are prorated based on the services provided. If you terminate our advisory services within the first 30 days, you are eligible for a refund of the unused portion of your fee, minus any direct costs incurred on your behalf.
Annual Contracts: For annual service contracts, refunds are calculated based on the remaining months of service, with a processing fee of 10% of the refunded amount to cover administrative costs.
Investment Commitments: Due to the nature of investment products, funds committed to investment vehicles are generally not refundable once deployed. However, you may be able to liquidate your position subject to the terms and conditions of the specific investment product and prevailing market conditions.
Cooling-Off Period: For certain investment products, a cooling-off period of 14 days may apply, during which you can cancel your investment commitment without penalty, provided the funds have not yet been deployed.
Early Withdrawal: Early withdrawal from investment products may be subject to penalties, fees, or market-value adjustments as specified in your investment agreement.
All refund requests must be submitted in writing via email to info@crosscheckcap.com or by mail to our office address. Include your account number, contact information, and a detailed explanation of your refund request.
Once we receive your refund request, our team will review it within 5-7 business days. We may contact you for additional information or clarification during this period.
You will receive a written notification of our decision regarding your refund request. If approved, we will process the refund according to the timeline specified below.
Approved refunds are typically processed within 14-21 business days. The refund will be issued to the original payment method whenever possible.
The following items are generally non-refundable under any circumstances:
Service Dissatisfaction: If you are dissatisfied with our services, please contact us immediately. We are committed to resolving any issues and may offer alternative solutions, service credits, or adjustments to your service plan.
Technical Issues: In cases where technical issues on our end prevent the delivery of agreed-upon services, you may be eligible for a full or partial refund or service credit at our discretion.
Force Majeure: We are not liable for refunds in situations beyond our reasonable control, including but not limited to natural disasters, regulatory changes, market closures, or other force majeure events.
For questions or concerns regarding our Refund Policy, or to submit a refund request, please contact us:
This Refund Policy is subject to change without prior notice. We recommend reviewing this policy periodically. The most current version will always be available on our website. Your continued use of our services following any changes constitutes acceptance of those changes.