Eligibility

Eligibility for a return or refund is limited to agreements and booked advisory sessions provided directly by Sagewell where the client has followed the intake requirements and supplied requested documentation within agreed timeframes; this policy does not apply to general queries or initial informal consultations that were not contracted as part of a paid service. Requests must be submitted by the individual who contracted the service or by a legally authorised representative, and eligibility will be assessed on the basis of the original service agreement, the timing of the request relative to delivery, and whether any bespoke deliverables have already been issued.

Return Window

A request for return or refund must be made in writing to legal@sagewellbest.com within fourteen (14) calendar days of the date of the first charged consultation or delivery of any written deliverable; requests submitted after fourteen days will be considered only under exceptional circumstances and may require additional documentation. Time limits for staged or multi-session packages are measured from the date of the first session, and partial refunds for unused sessions are treated according to the terms set out in the original engagement confirmation.

Item Condition Requirements

Where physical documentation or materials have been supplied as part of an engagement, returns are accepted only if those materials are returned in substantially the same condition as delivered, accompanied by all pages, inserts and any digital access credentials that were provided; missing or altered materials may affect the amount refundable and may lead to a partial reduction to reflect reasonable value already provided.

Return Process

To initiate a return or refund request, clients must notify Sagewell in writing to legal@sagewellbest.com, provide the original proof of purchase, and describe the reason for the request with supporting documentation where applicable; the following steps outline typical client responsibilities and the sequence of actions that follow a request.

1. Submit a written request with the engagement reference and date of service.
2. Provide copies of any deliverables, receipts, and communications relevant to the request.
3. Follow any instructions provided by Sagewell for returning physical materials or revoking digital access where applicable.
4. Cooperate with a reasonable verification process to allow assessment of the request.

Refunds

Refunds, when approved, will be processed using the original payment method where practicable and may take up to thirty (30) days from the date of approval to appear in the account; any administrative delays resulting from third-party payment processors are outside of Sagewell’s direct control. Approved amounts will be adjusted to reflect any portion of services already rendered or non-returnable deliverables, and the client will receive a written statement explaining any deductions made from the refunded amount.

Transactions

Transactions of booked time or transfers between service packages are handled on a case-by-case basis and require mutual written agreement; where an transaction is agreed, any price differential will be invoiced or refunded as applicable and scheduled in a manner that respects the availability of both parties.

Non-Returnable Items

• Completed bespoke documents provided as a result of substantive advisory work once delivered.
• Time or sessions that have been fully delivered and consumed.
• Materials requested after an engagement that reproduce confidential client files.

Shipping & Return Costs

Unless otherwise stated in the engagement terms, clients are responsible for costs associated with returning physical materials to Sagewell; where Sagewell requests return shipping for items that were supplied in error, return postage will be reimbursed according to the documented postage cost submitted with the return.

Damaged or Defective Items

If deliverables are received in a damaged or materially defective state, please notify Sagewell immediately and provide photographic or other evidence as requested; Sagewell will assess the claim and may offer a remedial action, replacement deliverable or refund depending on the circumstances, subject to verification and the original engagement terms.

Proof of Purchase

Required information

Provide the engagement reference, date of service, the client name, and a copy of any receipt or invoice issued by Sagewell.

Electronic records

Electronic confirmations and email receipts sent by Sagewell are accepted as valid proof of purchase for the purposes of processing a request.

Restocking Fees

• Where Sagewell incurs administrative expense for processing a return after materials have been prepared, a reasonable administrative charge may be deducted from any refund.

International Returns

• Clients outside Switzerland are responsible for export or import formalities and any duties or taxes that may apply to returned physical items; such costs are not refundable by Sagewell under this policy.

Abuse & Fraud Prevention

Sagewell reserves the right to refuse or limit refunds where there is reasonable evidence of misuse, fraudulent activity, duplicate bookings, or repeated requests that are inconsistent with the terms of this policy; such determinations will be made with regard to the contractual record and communications between the parties.

Changes to Policy

• Sagewell may amend these Terms of Return from time to time; material changes will be communicated on the website and, where applicable, to clients in active engagements.

Contact Information