Do:

• Use only Croft-approved marketing materials when discussing investment management.
• Clearly state that investment management is provided by R N Croft Financial Group Inc.
• Maintain a clear distinction between your role (e.g., financial planner) and Croft’s role (portfolio manager).
• Submit all references to Croft (email signatures, websites, social media, etc.) to compliance@croftgroup.com or kmulders@croftgroup.com for approval before use

Don’t:

• Don’t call yourself a Portfolio Manager, Investment Advisor, or similar unless you’re licensed.
• Don’t co-brand services or imply that you directly manage investments.
• Don’t use performance data or investment commentary unless it is provided or approved by Croft.