This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Kapela. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Kapela makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Kapela makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Kapela will not monitor or provide service regarding non-managed assets. Investment advisory services offered through OASIS Wealth Advisors, LLC DBA Kapela, a registered investment adviser in the State of Texas. Insurance Services offered through OASIS Financial Holdings, LLC DBA Kapela. All Rights Reserved (c) 2023 - Asset-Map(r) Holdings, Inc.