Can I mention Croft on my website? Yes, with the following guidelines: “Investment Management Services Provided by R N Croft Financial Group Inc.Your Licensed Portfolio Manager” Note: All content referencing Croft on your website must be submitted for approval before going live.

Can I mention Croft on social media or in blogs? Approved example for LinkedIn or bios: John Smith, CFPFinancial StrategistSmith Financial Planning Inc. Investment Management Services Provided by R N Croft Financial Group Inc. Your Licensed Portfolio Manager

What's acceptable in the partnership arrangement.

What are acceptable titles I can use as a Referral Partner? You may use titles that reflect your actual licensing and qualifications, such as: These must not be misleading or imply that you are a licensed discretionary portfolio manager.