Advisors play a critical role in maintaining strong client relationships and serve as a key bridge between clients and the CFG Portfolio Management and Client Services teams. To ensure clients are invested appropriately and receive the services they need, it is essential that CFG has access to the most accurate and up-to-date information—something made possible […]

As a registered firm, Croft Financial Group (CFG) has a regulatory obligation to maintain an open and transparent line of communication with all clients. This ensures clients receive timely, accurate, and relevant information—particularly in instances where direct contact is necessary. Whether driven by operational workflows (e.g., e-signatures, system notifications), regulatory requirements (e.g., compliance enquiries, transfer […]