CGMA Finance Leadership Program (“CGMA Program”) Cancellation Policy and Employer/Group Sales Terms

September 7, 2017

Version 2.0

1. Payment and creation of contract

1.1 All payments made by you for the CGMA Program are subject to the terms and conditions in clause 1 to 3 inclusive, except for Employer/Group Sales, which are subject to our Employer/Group Sales Terms, available for your review below in Section 4.

1.2 We must receive payment for the whole price of the CGMA Program Subscription (the “Subscription”) before your order can be accepted.

1.3 You may place an order to purchase the Subscription on the CGMA.org site (the “Site”) by following the onscreen prompts. You will have an opportunity to check and correct any input errors in your order up until the point at which you submit your order.

1.4 Once we receive your payment we will confirm our acceptance of your order by sending an email to the email address you provide to us (“Acceptance Notice”). Our email to you shall include the details and price currently available for the Subscription. If these details and/or price differ from those shown on the Site at the time you submitted your order and you wish to cancel your order and (payment) you may do so in accordance with clause 3 below.

1.5 If the details and price in our Acceptance Notice correspond to those shown on the Site at the time at which you submitted your order, then a legally binding contract between us (Contract) will arise upon your receipt of the Acceptance Notice.

1.6 If the details and price in our Acceptance Notice do not correspond to those shown on the Site at the time at which you submitted your order you must tell us if you do not wish to proceed with your order. A Contract will arise between us if we have not received any notice to cancel your order within thirty days of our Acceptance Notice, in accordance with clause 3 below.

2. Price

2.1 The price payable for the Subscription is as set out on the Site at the time of your order.

2.2 The prices available for the Subscription may change at any time. The prices shown on the Site are the prices currently available for the Subscription.

3. Your right of cancellation

3.1 You may cancel your Subscription at any time within thirty days following:

3.1.1 your receipt of the Acceptance Notice in accordance with clauses 1.4 and 1.5; or (if later)

3.1.2 a legally binding contract being made between us.

If you wish to exercise your right to cancel please contact us using the contact details listed on the Site under “Contact Us”.

3.2 Once we have been notified by you in accordance with clause 3.1, the sum initially debited by us from your debit card, credit card, or PayPal account for the order in question will be re-credited to you as soon as possible provided that, where any materials have been received by you in accordance with the relevant order, you have returned them and they have been received by us in the same condition as when they were provided to you.

4. Employer/Group Sales Terms

4.1 Vouchers for the CGMA Program are distributed to the customer’s designated point of contact at the time of purchase. Vouchers provide CGMA candidates with a subscription to the CGMA Program (“Subscription”) for a set period of time. Each Subscription includes access to CGMA learning, examinations and a membership to the American Institute of CPAs (AICPA).

4.2 Vouchers can only be redeemed once. After a voucher has been redeemed, system access is non-transferrable. Each voucher can only be redeemed by one individual.

4.3 Each voucher has an expiration date, as communicated at the time of purchase. Vouchers cannot be redeemed after the expiration date. However, additional time can be added to a voucher by renewing the corresponding Subscription.

4.4 Vouchers can be cancelled for a full refund within 30 days of the time of purchase. After the initial 30-day timeframe, no refunds will be issued for vouchers for any reason.

4.5 Complimentary vouchers have no monetary value and cannot be cancelled for a refund.