Media postings Preapproval Name drop Report to compliance Exhibit C Trading One- on-one Stock certificate Investment Instructions Outside Business Activity None. Up-to- date Trade error log Confidential info Verbal confirmation Insider Trading Policy Conflict of Interest Confess it. Prudent Investor Act Consult compliance Contract IPO(or Private investments) Testimonial Never. Code of Ethics Access Person Phone call Marketing Client confidential information Compliance Decline invitation Report abuse Fiduciary IT 3rd Party Transfer of funds Compliance manual Compliance pre- approval Archiving requirement No. 3 Days Lowest cost Media postings Preapproval Name drop Report to compliance Exhibit C Trading One- on-one Stock certificate Investment Instructions Outside Business Activity None. Up-to- date Trade error log Confidential info Verbal confirmation Insider Trading Policy Conflict of Interest Confess it. Prudent Investor Act Consult compliance Contract IPO(or Private investments) Testimonial Never. Code of Ethics Access Person Phone call Marketing Client confidential information Compliance Decline invitation Report abuse Fiduciary IT 3rd Party Transfer of funds Compliance manual Compliance pre- approval Archiving requirement No. 3 Days Lowest cost
(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.
Media postings
Preapproval
Name drop
Report to compliance
Exhibit C
Trading
One-on-one
Stock certificate
Investment Instructions
Outside Business Activity
None.
Up-to-date
Trade error log
Confidential info
Verbal confirmation
Insider Trading Policy
Conflict of Interest
Confess it.
Prudent Investor Act
Consult compliance
Contract
IPO(or Private investments)
Testimonial
Never.
Code of Ethics
Access Person
Phone call
Marketing
Client confidential information
Compliance
Decline invitation
Report abuse
Fiduciary
IT
3rd Party Transfer of funds
Compliance manual
Compliance pre-approval
Archiving requirement
No.
3 Days
Lowest cost