Capital Return & Refund Policy

Understanding withdrawal procedures, guarantees, and capital return processes

Last Updated: December 2024

90-Day Guarantee

Full money-back guarantee on first contract

Profit-Back Tiers

Tiered guarantees for extended terms

Request Process

Structured withdrawal system

1. Capital Return Overview

This policy outlines the procedures for capital return and withdrawal. Capital return is subject to the terms of your specific Contribution Agreement.

This is NOT a traditional "refund policy" for goods or services. Your contribution represents operational capital. Capital return follows structured procedures based on your contract tier and timing.

2. Guarantee Tiers

IPVALUE MANAGEMENTS GROUP offers a tiered guarantee structure:

Contract TierDurationGuarantee TypeYour Share
Contract 190 DaysMoney-Back70%
Contract 21 YearProfit-Back63%
Contract 32 YearsProfit-Back60%
Contract 43 YearsProfit-Back55%
Contract 510 YearsProfit-Back50%

2.1 Money-Back Guarantee (Contract 1)

During the initial 90-day period:

  • Full return of contributed capital upon request
  • No penalties or fees for withdrawal
  • Processing within standard business timelines

2.2 Profit-Back Guarantee (Contracts 2-5)

After the initial 90-day period:

  • Guaranteed return of accumulated profits according to your tier percentage
  • Early withdrawal may be subject to a 15% administrative adjustment
  • Capital return subject to liquidity and operational feasibility

3. Withdrawal at Term Expiration (Preferred Method)

The preferred method of capital return is at the natural expiration of your participation term:

  • 1Withdraw: Request full return of your capital plus accumulated earnings
  • 2Renew: Continue participation under a new contract with potentially improved terms
  • 3Partial Withdrawal: Withdraw a portion while continuing with the remainder

Withdrawals at term expiration are typically processed in 3-5 business days.

4. Early Termination (Before Term Expiration)

Early termination requests are handled on a discretionary basis:

  1. Written Request: Submit a formal written request through your account dashboard
  2. Review Period: The Company will review your request considering operational feasibility
  3. Determination: You will receive notification of approval, modification, or denial
  4. Processing: If approved, capital return will be processed according to applicable terms

Early termination is NOT guaranteed and is subject to Company discretion. A 15% administrative adjustment may apply.

5. Exclusions & Limitations

Not Covered:

  • Automatic or immediate capital return due to market downturns
  • Refunds based on dissatisfaction with performance levels
  • Guaranteed immediate repayment
  • Penalty-based recovery for force majeure events
  • Return of referral commissions or bonuses previously paid
  • Compensation for lost anticipated returns

6. Processing & Timelines

  • Review Period: 1-3 business days
  • Approval Notification: Within 5 business days
  • Fund Transfer: 3-5 business days after approval
  • Total Timeline: Typically 5-10 business days

7. How to Request Capital Return

1

Account Dashboard (Preferred)

Navigate to Payouts > Request Withdrawal in your member portal

2

Written Request

Submit through the internal messaging system in your account

All withdrawal requests require identity verification. Please ensure your account information is up to date.

IPVALUE

IPVALUE Managements Group LLC · Michigan Domestic LLC · Entity #803160712

© 2024 IPVALUE MANAGEMENTS GROUP LLC. All rights reserved.

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