Cancellation & Refund Policy
Cancellation Depends on Project Status
BCI's cancellation and refund rules are designed around a clear distinction between a request that has not yet reached Project Start and an engagement where research has already begun.
Last updated: August 26, 2026
1. Overview
A Defined Point Between Request and Active Work
Beaty Corporate Intelligence (BCI) uses Project Start as the formal point at which an accepted research assignment begins.
Project Start occurs only after the applicable scope has been accepted, required payment has been received, necessary client information is available, and BCI confirms that the assignment is ready to begin.
Cancellation and refund treatment therefore depends primarily on whether Project Start has occurred.
2. Cancellation Before Project Start
Full Refund Before Research Begins
If a client cancels a one-time research engagement before Project Start, the applicable project payment is generally refundable in full.
This applies because research has not yet begun under the accepted engagement.
A cancellation request received before Project Start should identify the client, the company or assignment involved, and the applicable project or payment reference when available.
3. Cancellation After Project Start
Refunds Reflect Work Already Performed
Once Project Start has occurred, BCI may already have performed research, analysis, source review, report development, or other work associated with the engagement.
If a client cancels after Project Start, any refund will depend on the work already performed and the circumstances of the engagement.
BCI may retain the portion of the project payment reasonably attributable to completed work and refund any remaining amount when appropriate.
4. Scope Changes
Additional Work Is Not Added Without Approval
BCI does not materially expand an accepted engagement or add additional charges without client authorization.
If research identifies an issue requiring substantially deeper work, BCI may identify it as an information gap or recommend follow-on due diligence rather than automatically continuing beyond the accepted scope.
A separately authorized follow-on assignment is treated as a separate engagement for cancellation and refund purposes unless otherwise agreed.
5. Assignments BCI Does Not Accept
No Charge for Declined Work
If BCI declines an assignment before Project Start, the client will not be charged for that assignment.
If a project payment was received before BCI determines that the assignment cannot be accepted, that pre-start project payment will be refunded.
BCI may decline an assignment because of scope, subject matter, timing, research requirements, operating constraints, or other reasons that make the request unsuitable for acceptance.
6. Company Monitoring
Cancellation Stops Future Renewals
Company Monitoring is a recurring service activated only after the monitoring scope and required baseline have been approved.
A client may cancel Company Monitoring to stop future recurring renewals.
Unless otherwise agreed, the current paid monitoring period ordinarily continues through its scheduled end and is not prorated solely because the client elects to stop future renewal.
Cancellation of Company Monitoring does not automatically cancel or refund any separate one-time research engagement.
7. Refund Processing
Refunds Are Returned Through the Applicable Payment Method
Approved refunds will ordinarily be processed through the payment method or payment provider associated with the original transaction.
The time required for an approved refund to appear in a client's account may depend on the payment provider, financial institution, and payment method.
BCI does not control processing delays imposed by third-party payment providers or financial institutions.
8. Third-Party Costs
Separately Approved External Costs
BCI does not incur separately chargeable third-party costs on behalf of a client without prior client approval.
If an approved third-party cost has already been incurred and is not recoverable from the third party, that amount may not be refundable.
Any such cost should be identified separately from BCI's research fee when applicable.
9. Research Results
Refunds Are Not Based on Whether a Particular Finding Appears
BCI provides a defined public-source research and analytical process. It does not guarantee that an engagement will uncover adverse information, confirm a client concern, or produce any particular finding.
A report that identifies limited adverse information, favorable indicators, mixed evidence, or unresolved information gaps is not incomplete merely because it does not produce a specific result the client expected.
Refund eligibility therefore is not based solely on whether the research produces a particular conclusion or outcome.
10. Client-Caused Delay
Turnaround Depends on Required Information Being Available
Published turnaround begins at Project Start and assumes that BCI has the information reasonably necessary to perform the accepted engagement.
If a client delays providing information that is reasonably necessary to continue the work, the anticipated delivery timing may need to be adjusted.
Such a delay does not automatically create a right to a refund for work already performed.
11. Requesting Cancellation
Contact BCI Promptly
A client wishing to cancel a research engagement or Company Monitoring should contact BCI as soon as reasonably possible.
The cancellation request should provide enough information to identify the applicable engagement or monitoring subscription.
The effective cancellation status will be determined based on the engagement status, including whether Project Start has occurred and, for Company Monitoring, whether another renewal has already been processed.
12. Changes to This Policy
Current Policy Applies to New Engagements
BCI may revise this Cancellation & Refund Policy as its services, payment arrangements, operating practices, or legal requirements change.
The current version published on the BCI website will identify its most recent update date.
Material cancellation or refund terms applicable to an already accepted engagement will not be changed retroactively without appropriate notice or agreement.
Related Policies
Review the Full Engagement Terms
The Cancellation & Refund Policy should be read together with BCI's Terms of Service and Privacy Policy.