CLIENT POLICY

Refund & Cancellation Policy

Clear and transparent guidelines governing consultancy fees, cancellations, refunds and client requests relating to advisory and consultancy services.

BLACKLINE FIDUCIARY SERVICES (PTY) LTD

Refund and Cancellation Policy

Revised: September 2026

P O BOX 45199 RIVERWALK, GABORONE

This policy applies to all clients engaging advisory and consultancy services through Blackline Fiduciary Services (Pty) Ltd, contracted under Vunani Fund Managers.

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Important Clarification

Blackline Fiduciary Services acts solely as an independent advisory and consultancy services provider. Blackline does not receive, hold, custody, or intermediate any client investment capital.

01

Purpose and Scope of Policy

This policy applies to all clients engaging advisory and consultancy services through Blackline Fiduciary Services (Pty) Ltd, contracted under Vunani Fund Managers.

Blackline Fiduciary Services provides independent advisory and consultancy services and does not receive, hold, custody, or intermediate client investment capital.

02

Payment Structure

For the avoidance of doubt, payments are strictly segregated as follows:

A. Consultancy / Advisory Fees

Consultancy and advisory fees are payable directly to Blackline Fiduciary Services (Pty) Ltd for professional advisory services rendered.

B. Investment Capital

Investment capital is payable directly by the client via EFT to Vunani Fund Managers into their designated and verified bank account.

Investment Instructions

Blackline will provide the official Vunani banking details and investment instruction.

03

Cancellation and Refunds — Consultancy Fees

A. Cancellation Before Services Commence

If a client provides written cancellation notice before any advisory services have commenced and before the consultancy fee has been earned, a full refund of the consultancy fee will be processed within 7 business days.

B. Cancellation After Services Have Commenced

Where advisory services have already commenced, been partially or fully rendered, the consultancy fee is deemed earned and is non-refundable.

This includes consultations, financial needs analysis, preparation of advice, or submission of investment applications.

C. Processing of Refunds

Approved refunds of consultancy fees will be processed within 7–10 business days to the original payment channel or account from which the payment was received.

Any bank charges or transaction fees incurred may be deducted from the refund amount.

04

Errors or Misdirected Payments

Consultancy Fees Paid in Error

If a consultancy fee is paid in error or overpaid to Blackline Fiduciary Services, the client should notify Blackline immediately.

Verified errors will be prioritised and refunded within 5 business days, less any irrecoverable bank charges.

05

Non-Refundable Situations

Consultancy fees for services already rendered are non-refundable.

This includes, but is not limited to:

  • Consultations
  • Financial needs analysis
  • Preparation of advice
  • Submission of investment applications
  • Other advisory or consultancy services already commenced or completed
06

Client Responsibilities

Clients must provide written notice of any cancellation or refund request relating to consultancy fees via email to:

REFUND & CANCELLATION REQUESTS obakengserumula1@gmail.com

The request must be accompanied by proof of payment for the consultancy fee and proof of identification.

07

Dispute Resolution

Any disputes regarding consultancy fee refunds or cancellations will be handled in accordance with applicable Botswana financial regulations.

Clients may escalate unresolved matters to the Non-Bank Financial Institutions Regulatory Authority (NBFIRA).

Disputes relating to investment capital should be raised directly with Vunani Fund Managers in the first instance.

Blackline Fiduciary Services will provide full support to clients where the need arises.

08

Contact Information

For refund or cancellation queries relating to consultancy fees, please contact Blackline Fiduciary Services (Pty) Ltd using the details below.

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SOUTH AFRICA +27 718483939
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POSTAL ADDRESS P O BOX 45199 RIVERWALK, GABORONE
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Our commitment to transparency

Blackline Fiduciary Services is committed to handling client requests fairly, transparently and professionally. We encourage clients to contact us as soon as possible when they wish to cancel a consultancy service or request a refund.

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Investment Capital Is Separate From Consultancy Fees

Blackline Fiduciary Services does not receive, hold, custody, or intermediate client investment capital. Investment capital must be paid directly by the client via EFT into the designated and verified Vunani Fund Managers bank account.

Any matter concerning investment capital should be raised directly with Vunani Fund Managers in the first instance.

NEED ASSISTANCE?

Have a question about your consultancy service?

Our team is available to discuss your concerns, consultancy fees, cancellation requests and advisory requirements.

Contact Blackline