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