online Investor Forms

Please use the appropriate link below
to complete the secure online forms.

KYC Update Questionnaire

Trusted Contact Authorization

KYC Update Questionnaire

It is important for us to confirm and update your financial circumstances and needs on a regular basis. All household members who signed the original Management Agreement (MIAA) with CFG must be sign this form.
This is to ensure that your investments with us continue to be managed according to your risk tolerances and objectives and that changes are made to your investment mandate as required if your financial circumstances or investment needs have changed. If you have questions regarding your investments with us at anytime, you can e-mail info@croftgroup.com to request a conversation with your assigned Portfolio Manager.

*Note – if your circumstances have changed, we will be reaching out to schedule a conversation soon.

Please follow the video instructions and complete the short questionnaire:

LAUNCH KYC QUESTIONNAIRE
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Enter your email to digitally sign the document.
Check your inbox for an e-mail from Adobe Sign to confirm your identity.

Authorization to Communicate with a Trusted Contact Person

The Trusted Contact Person (TCP) is a resource intended to help your Portfolio Manager / Investment Advisor, or any other person in charge of managing your assets (Advisor):
    • Protect your interests or financial assets in response to possible financial exploitation.
    • Help your Advisor protect your interests or financial assets in 
 response to concerns about your mental capacity.
    • Confirm or provide the name and contact information of your legal representative, in particular your legal guardian, the Executor/Liquidator of an estate of which you
      are the beneficiary, or the trustee of a trust of which you are the beneficiary.
    • Validate and obtain your current contact information in the event your
      Advisor can no longer reach you, especially after several attempts.

    The TCP does not replace your Attorney appointed under a Power of Attorney or a Protection Mandate, nor does the TCP assume this role. The TCP also does not have the authority to trade in your account(s) or make other decisions on your behalf.

    LAUNCH TCP FORM
    E

    Click < CONTINUE > to acknowledge Adobe’s Terms of Service

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    Follow the arrow prompts to fill out all form fields.

    E
    Enter your email to digitally sign the document.
    Check your inbox for an e-mail from Adobe Sign to confirm your identity.