PlacementDueDiligenceMNPIProxyVotingRICs"Pay-to-Play"FinancialStatementAuditsTrialBalancesDirectorSeparatelyManagedAccountsRegFDRedFlagsFiduciaryN-CSRPre-ClearIntegrationComplianceAlpha$250WISPLayeringClientSecurityPositionsOn-siteFormPFCleanDeskPlacementDueDiligenceMNPIProxyVotingRICs"Pay-to-Play"FinancialStatementAuditsTrialBalancesDirectorSeparatelyManagedAccountsRegFDRedFlagsFiduciaryN-CSRPre-ClearIntegrationComplianceAlpha$250WISPLayeringClientSecurityPositionsOn-siteFormPFCleanDesk

Back Office Training - Call List

(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.


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  1. Placement
  2. Due Diligence
  3. MNPI
  4. Proxy Voting
  5. RICs
  6. "Pay-to-Play"
  7. Financial Statement Audits
  8. Trial Balances
  9. Director
  10. Separately Managed Accounts
  11. Reg FD
  12. Red Flags
  13. Fiduciary
  14. N-CSR
  15. Pre-Clear
  16. Integration
  17. ComplianceAlpha
  18. $250
  19. WISP
  20. Layering
  21. Client Security Positions
  22. On-site
  23. Form PF
  24. Clean Desk