Investor Suitability Declaration

Effective Date: [Insert Date]
Company Name: [Your LLP Name]
Website: [Insert Domain]


Important Notice

This declaration must be read carefully before purchasing any fractional unit. By proceeding, you confirm that you understand the nature and risks of co-ownership in immovable property.


1. Nature of Investment

I acknowledge that:

  • I am purchasing a fractional ownership share in immovable property.
  • The unit represents co-ownership rights and is not a share, debenture, mutual fund, or financial security.
  • This is not a deposit scheme or fixed-return product.

2. No Guaranteed Returns

I understand and agree that:

  • No rental income is guaranteed.
  • No capital appreciation is guaranteed.
  • No buy-back commitment is assured unless specifically documented.
  • Loyalty benefits (if any) are discretionary and service-based in nature.

I confirm that I am not relying on any verbal assurances of guaranteed returns.


3. Risk Acknowledgment

I understand that real estate investments involve risks, including:

  • Market value fluctuations
  • Liquidity limitations
  • Regulatory changes
  • Co-ownership decision risks
  • Property-specific operational risks

I accept these risks voluntarily.


4. Liquidity Awareness

I acknowledge that:

  • Fractional units are not publicly traded.
  • Resale may take time.
  • A buyer may not always be immediately available.
  • Resale value may differ from purchase value.

5. Financial Suitability

I confirm that:

  • I have sufficient financial capacity to make this investment.
  • I am not investing borrowed funds that I cannot afford to lose.
  • This investment forms only part of my overall financial planning.
  • I understand the long-term nature of real estate ownership.

6. Independent Due Diligence

I confirm that:

  • I have reviewed the Co-Ownership Agreement.
  • I have reviewed the Risk Disclosure Statement.
  • I have had the opportunity to consult independent legal, financial, or tax advisors.
  • I am not relying solely on marketing materials or promotional content.

7. Source of Funds

I declare that:

  • All funds used for this investment are legally obtained.
  • The funds are not derived from illegal activities.
  • I have complied with KYC & AML requirements.

8. No Advisory Relationship

I understand that:

  • The LLP acts as a facilitator and administrator.
  • The LLP is not acting as my financial advisor.
  • No fiduciary advisory relationship is created by this transaction.

9. Understanding of Co-Ownership Structure

I understand that:

  • Major decisions may require approval of other co-owners.
  • My rights are subject to the executed agreement.
  • Disputes, if any, will be resolved as per agreement terms.

10. Voluntary Participation

I confirm that:

  • I am entering into this transaction voluntarily.
  • I have not been coerced or misled.
  • I understand the legal implications of co-ownership.

Final Confirmation

By proceeding with payment and execution of documentation, I confirm that:

✔ I have read and understood this Investor Suitability Declaration.
✔ I accept the associated risks.
✔ I am financially and legally capable of entering this agreement.
✔ I agree to be bound by all executed documents and website terms.


Digital Acceptance Clause (For Website Use)

You may include a mandatory checkbox:

I confirm that I have read and agree to the Investor Suitability Declaration, Risk Disclosure Statement, and Co-Ownership Agreement.

Payment should not proceed without this acceptance.

Download SPA Template Download Fractional Deed Download Co-Ownership Agreement