Name
*
First Name
Last Name
Email
*
Phone
*
Country
(###)
###
####
Are you a foreign (non-US) investor?
*
Yes
No
Are you a Kuwaiti investor?
*
Yes
No
Overall Investment Strategies
*
Please select which investment strategies are your main objective.
Growth
Liquidity
Tax Deferral
Cash Flow
Risk Tolerance
*
Please select which risk tolerance level is appropriate for you.
Highly Aggressive
Moderately Aggressive
Moderate
Conservative
Very Conservative
Primary source of income
*
Please select the answer most appropriate for you.
Investments
Salary, commissions or other regular earned income
Prior Investment Experience
*
How many real estate investments have you made in the last 5 years?
0
1-2
3-4
5+
Other Financial Considerations
*
What is the value of your investments?
Less than $100,000
$100,000-$499,999
$500,000-$1,000,000
More than $1,000,000
*
What is your approximate net worth excluding your primary residence?
Less than $1,000,000
$1,000,000-$5,000,000
More than $5,000,000
*
What is your approximate income?
Less than $200,000
$200,000-$500,000
More than $500,000
*
What is the value of your estimated liquid assets (cash in bank, readily marketable stocks/bonds, precious metals)?
Less than $100,000
$100,000-$200,000
More than $200,000
Certification of Sophisticated Investor Status
*
Please select the one below that is most true for you.
I have such knowledge and experience in financial, investment and business matters that I am capable of evaluating the merits and risks of any investment.
I am using a financial advisor, planner, consultant, or some other advisor who has such knowledge and experience in financial and business matters that he/she is capable of evaluating the merits and risks of any investments.
Certification of Accredited Investor Status
*
I acknowledge and warrant that I am an "accredited investor" for the following reasons:
(a) My individual net worth, along with the net worth of my spouse exceeds $1,000,000, excluding the value of my personal residence and excluding from my liabilities the mortgages of my primary residence, provided the mortgages to not exceed the value of my primary residence
(b) My individual income was in excess of $200,000 in each of the past two years (excluding my spouse's income) and I expect to have income (excluding my spouse's income) in excess of that amount in the current year or my individual income for each such years together with my spouse's is in excess of $300,000 each.
Your status:
Yes, (a) is true
Yes, (b) is true
Yes, both (a) and (b) are true
No I am not
*
How did you hear about KAIDO?
word of mouth/friend/family
Instagram
Dr. Alshlahi's social media
Google
Facebook
Tiktok
Twitter/X
Website
Current investor
*
Date
MM
DD
YYYY
*
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