Can I mention Croft on social media or in blogs?

• Any content mentioning Croft must clearly separate your services from Croft’s.
• Submit all Croft-related social media bios, posts, and blog content for compliance review.
• Do not discuss investment performance, trade ideas, or portfolio strategy unless using Croft-approved materials.

Approved example for LinkedIn or bios:

John Smith, CFP
Financial Strategist
Smith Financial Planning Inc.

Investment Management Services Provided by R N Croft Financial Group Inc. Your Licensed Portfolio Manager