advisory Policy

M&A Clarity Session – Fenia Advise S.L.

Last updated: May 27, 2025

1. SERVICE PROVIDER IDENTIFICATION

This service is provided by FENIA ADVISE S.L., a private limited company with CIF B75453910 , registered in the Commercial Registry of Madrid.

Contact: info@fenia-advise.com
Website: https://www.fenia-advise.com

2. SCOPE OF SERVICE

The M&A Clarity Session is a 60-minute one-on-one strategic consultancy session delivered via videoconference, designed for founders, CEOs and shareholders seeking clarity on: i)Business sale or exit strategies; ii) Fundraising or strategic partnerships iii)Business transition and decision-making processes

The service includes delivery of a personalised strategic report in PDF format, provided within a maximum of 72 business hours following the session.

3. BOOKING AND PAYMENT

• The service must be booked exclusively via the Stripe payment platform.

• Prepayment is mandatory to confirm and secure the booking.

• Upon receipt of payment, the client will receive a confirmation email with a link to schedule the session at their convenience.

4. PRICING AND TAXES

The applicable price is the one shown at the time of booking and is expressed in euros (€), exclusive of applicable taxes. The client is responsible for any taxes imposed under local regulations.

5. CANCELLATIONS AND RESCHEDULING

• Rescheduling may be requested up to 1 hour in advance, free of charge.

• Voluntary cancellations must be requested via info@fenia-advise.com. Cancellations made less than 1 hour before the scheduled time are not eligible for refund.

• No-shows without prior notice will be treated as completed services and are non-refundable.

• Force majeure situations will be considered on a case-by-case basis with reasonable flexibility.

Fenia reserves the right to reschedule the session due to technical or operational reasons, informing the client as far in advance as reasonably possible. In such cases, the client may choose between rescheduling or receiving a full refund.

6. CONFIDENTIALITY

All information shared by the client during the session will be treated with the strictest confidentiality. Fenia commits not to disclose, reproduce or share any such information without the client’s express consent, unless legally required.

7. SESSION RECORDINGS

Fenia may record the session only with the client’s prior express consent, which will be requested before the session begins. The client has the right to refuse recording; in such cases, the session will proceed without being recorded.

Recordings are solely intended for internal quality improvement and to support the production of a more accurate and tailored strategic report.

Under no circumstances will recordings be:

• Shared with third parties outside Fenia

• Used for commercial, promotional or marketing purposes

• Included in training materials without prior anonymisation and additional client consent

Recordings will be treated as confidential information, securely stored, and accessible only to Fenia team members directly involved in preparing the strategic report.

Client Access and Rights

Clients will have immediate access to the recording once the session ends. In addition, they may at any time:

• Request a copy or download of the recording

• Request full and permanent deletion of the recording

• Withdraw their consent, even after having initially granted it

All such requests should be addressed via email to info@fenia-advise.com, stating the client’s name and session date. Fenia will respond within a maximum of 10 business days.

8. DATA PROTECTION (GDPR)

In accordance with Regulation (EU) 2016/679 (General Data Protection Regulation – GDPR) and Organic Law 3/2018 (Spain), we inform you:

• Data Controller: Fenia Advise S.L.

• Purpose: to manage the service, communicate with the client, record sessions (if consented), and deliver the report.

• Legal Basis: contractual performance and the client’s consent.

• Data Processed: name, email address, session content, and recording (if applicable).

• Recipients: no data will be shared with third parties unless legally required.

• Retention: data will be retained for the duration of the business relationship and as required by law.

• Client Rights: clients may exercise their rights of access, rectification, erasure, opposition, restriction, and portability by emailing info@fenia-advise.com with the subject "Data Protection".

For more information, please refer to our Privacy Policy.

9. LIMITATION OF LIABILITY

This is a consultancy service with an advisory nature. It does not constitute legal, financial, or tax advice. Any decisions made based on the session are the sole responsibility of the client.

Fenia does not guarantee specific outcomes and accepts no liability for any consequences arising from the implementation of the session’s content.

10. APPLICABLE LAW AND JURISDICTION

This agreement is governed by the laws of Spain. In case of dispute, the parties shall submit to the courts of the client’s place of residence or, failing that, to the courts of Madrid.

11. CONTACT AND COMPLAINTS

For any queries, suggestions, complaints or service-related incidents, clients may contact: info@fenia-advise.com