Frequently asked questions
Everything you need to know before you buy.
Getting started
Which product should I start with?
If you're new to trusteeship, start with the survival kit. Add the compliance OS once the basics are in place.
Is this legal advice?
No. It's a practical governance reference aligned to the STSMA and CSOS frameworks, not a substitute for legal counsel.
Delivery and formats
How is it delivered?
Instantly by digital download after purchase, plus dashboard access on this site.
Can I edit the templates?
Yes — the fillable PDF, Excel workbook and OS fields are all editable.
Compliance and legal
Does this cover CSOS filing deadlines?
Yes — the annual compliance calendar in the OS maps directly to the CSOS cycle.
What if regulations change?
We update content where reasonably possible — see our Terms for details.
Billing and refunds
What's your refund policy?
Digital products are sold as final sale, with one exception for genuine non-delivery. See our full Refund policy.
Do you offer bundle pricing?
Coming soon — contact us if you'd like both products now.