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Email Signature Formatting
How should I format my email signature if I reference Croft?
Approved Email Signature Format:
Jane Doe, CFP®
Financial Strategist
Doe Wealth Advisory
jane@doewealth.ca
www.doewealth.ca
Investment Management Services Provided by R N Croft Financial Group Inc. Your Licensed Portfolio Manager
Required:
- Submit your email signature for compliance approval before use
- Only include approved titles and the standard information