What documents are made available to Dq Treat franchisees regarding the funds?
Dq_Treat Franchise · 2025 FDDAnswer from 2025 FDD Document
ADQ currently makes available to DQ® franchisees a copy of the annually prepared statements of contributions, expenditures and balance for the national (NMF), DMA (consolidated) and individual DMA in which your restaurant is located along with the Independent Accountants' Review Report. In addition, each DMA can request that an audit of its DMA activities be conducted at the expense of that DMA. Orange Julius® sales promotion program fees are accounted for by ADQ on an annual basis and a statement of contributions, expenditures and balance is prepared by ADQ and available for review. ADQ annually convenes a committee from the FAC to conduct their own review of the accounting for the marketing funds applicable to each system.
Source: Item 11 — UItem 11U***:** U**Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 37–47)
What This Means (2025 FDD)
According to Dq Treat's 2025 Franchise Disclosure Document, franchisees have access to certain financial statements and reports related to sales promotion funds. Dq Treat makes available to franchisees a copy of the annually prepared statements of contributions, expenditures, and balance for the national marketing fund (NMF), DMA (consolidated), and the individual DMA in which the restaurant is located, along with the Independent Accountants' Review Report.
Orange Julius sales promotion program fees are accounted for by ADQ on an annual basis, and a statement of contributions, expenditures, and balance is prepared by ADQ and available for review. Additionally, Dq Treat annually convenes a committee from the Franchise Advisory Council (FAC) to conduct their own review of the accounting for the marketing funds applicable to each system.
These measures provide Dq Treat franchisees with a degree of transparency regarding how sales promotion funds are collected and spent. Franchisees can review these documents to understand the financial activity related to marketing efforts at the national, regional, and local levels. Furthermore, the involvement of the FAC in reviewing these funds adds another layer of oversight and accountability.