3 Days No. Report abuse Never. Contract Media postings 3rd Party Transfer of funds Compliance manual Up-to- date Code of Ethics Insider Trading Policy Decline invitation Confess it. Compliance pre- approval Trading Confidential info Fiduciary IT Investment Instructions Verbal confirmation Testimonial Marketing Conflict of Interest Name drop Prudent Investor Act Archiving requirement One- on-one Outside Business Activity Phone call Client confidential information IPO(or Private investments) Exhibit C Access Person Stock certificate Lowest cost Preapproval Report to compliance Trade error log None. Consult compliance Compliance 3 Days No. Report abuse Never. Contract Media postings 3rd Party Transfer of funds Compliance manual Up-to- date Code of Ethics Insider Trading Policy Decline invitation Confess it. Compliance pre- approval Trading Confidential info Fiduciary IT Investment Instructions Verbal confirmation Testimonial Marketing Conflict of Interest Name drop Prudent Investor Act Archiving requirement One- on-one Outside Business Activity Phone call Client confidential information IPO(or Private investments) Exhibit C Access Person Stock certificate Lowest cost Preapproval Report to compliance Trade error log None. Consult compliance Compliance
(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.
3 Days
No.
Report abuse
Never.
Contract
Media postings
3rd Party Transfer of funds
Compliance manual
Up-to-date
Code of Ethics
Insider Trading Policy
Decline invitation
Confess it.
Compliance pre-approval
Trading
Confidential info
Fiduciary
IT
Investment Instructions
Verbal confirmation
Testimonial
Marketing
Conflict of Interest
Name drop
Prudent Investor Act
Archiving requirement
One-on-one
Outside Business Activity
Phone call
Client confidential information
IPO(or Private investments)
Exhibit C
Access Person
Stock certificate
Lowest cost
Preapproval
Report to compliance
Trade error log
None.
Consult compliance
Compliance