The current official terms describe the initial processing charge as nonrefundable. Do not promise its return because the move is cancelled.
Review other transactions separately
A private retainer and any gift actually made are different transactions with their own relevant terms. This page does not promise a gift refund or resolve a private contract merely because the applicant no longer wishes to proceed.
The corporate route carries a 1% annual maintenance charge, and 5% where the transfer mechanism is used; neither is an ordinary part of the initial fee. Label every charge by recipient, purpose, refundability and procedural stage. A gift payment is not capital in an operating enterprise and should not be analysed as an investment return. A decision to change plans matters differently depending on whether a specific payment had already been transmitted at the moment the decision was made, so keeping a timestamped record of exactly when each transaction was submitted is more useful than relying on memory later. A payment still pending authorization, held in an account, or not yet released is a different situation from one that has already reached its recipient, and the applicable next step depends on which of those actually happened. Requesting written confirmation from whoever handled each transaction, stating its exact status at the moment plans changed, creates a record that can be checked later instead of relied on from memory. Sorting every transaction this way, rather than treating a cancelled plan as a single undifferentiated event, keeps the eventual accounting accurate for every party involved.