Relationship Disclosure document
RELATIONSHIP DISCLOSURE
We believe that successful long-term Relationships rest on a foundation where both sides clearly understand their roles, obligations and expectations.
In keeping with that position, and to meet the requirements of securities legislation, R N Croft Financial Group Inc. (CFG) provides this Relationship Disclosure Document, which outlines the following:
• A brief description of R N Croft Financial Group Inc. (CFG)
• CFG's subsidiaries and service providers, including their roles and responsibilities
• A description of the CFG platform
• An overview of CFG's investment philosophy
• An overview of how CFG manages your portfolio
• CFG's account opening process
• CFG's investment process
• CFG’s referral network
• The fees and expenses we charge
• A description of material conflicts of interest
• Confidentiality and privacy considerations
• Investment risks
• Information in respect of the CPC Share Classes
• Frequently asked questions