Legal

Terms of Engagement

Last updated: April 2026

1. Services

Bonzer Advisory provides fractional CFO, financial advisory, and related consulting services as described in the applicable SOW. All services are performed personally by me. I do not subcontract work to third parties without the client's prior written consent.

2. Fees and payment

Fees for each engagement are agreed in writing in the SOW prior to commencement. Fixed-fee engagements are invoiced as set out in the SOW. Monthly retainer fees are invoiced in advance at the start of each month. Invoices are payable within 14 days of issue unless otherwise agreed. Late payments may incur interest at 1.5% per month on the outstanding balance.

3. Scope and changes

The scope of each engagement is defined in the SOW. Any material changes to scope requested by the client will be agreed in a written variation before additional work commences. Bonzer Advisory will not be liable for delays or additional costs arising from scope changes that were not formally agreed.

4. Client responsibilities

The client agrees to provide Bonzer Advisory with timely access to relevant information, personnel, and systems necessary to perform the services. Delays or errors caused by incomplete or inaccurate information provided by the client are the client's responsibility.

5. Confidentiality

Both parties agree to keep confidential all non-public information received from the other party in connection with an engagement. Please refer to our full Confidentiality Statement for details.

6. Intellectual property

Bonzer Advisory retains ownership of its proprietary methodologies, frameworks, and templates. Work product created specifically for a client under a SOW — including reports, memos, and financial models — is owned by the client upon full payment of fees. The client grants Bonzer Advisory a non-exclusive licence to use engagement work product for internal quality review and methodology development, subject to confidentiality obligations.

7. Limitation of liability

Bonzer Advisory's total liability to the client in connection with any engagement shall not exceed the total fees paid by the client in the three months preceding the event giving rise to the claim. Bonzer Advisory shall not be liable for any indirect, consequential, or incidental losses, including loss of profit or business opportunity, even if advised of the possibility of such losses.

Nothing in these terms limits liability for fraud, gross negligence, or any liability that cannot be excluded by applicable law.

8. Professional standards

Services are performed in accordance with the professional standards applicable to Chartered Accountants (CA ANZ). Bonzer Advisory does not provide legal, tax, or investment advice. Clients should seek independent advice on such matters.

9. Termination

Either party may terminate a fixed-term engagement by providing 14 days written notice. In the event of early termination by the client, fees for work completed to the date of termination remain payable. Monthly retainers may be terminated at the end of any month following the minimum commitment period, with 30 days written notice.

10. Governing law

These terms and any engagement governed by them are subject to the laws of the Province of Ontario, Canada, and the parties submit to the non-exclusive jurisdiction of the courts of Ontario.

11. Contact

For any queries regarding these terms, please email [email protected].