PlacementFiduciary$250MNPIProxyVotingPre-ClearRegFDTrialBalancesCleanDeskRedFlagsFormPFDueDiligence"Pay-to-Play"On-siteLayeringIntegrationSeparatelyManagedAccountsDirectorFinancialStatementAuditsWISPComplianceAlphaClientSecurityPositionsRICsN-CSRPlacementFiduciary$250MNPIProxyVotingPre-ClearRegFDTrialBalancesCleanDeskRedFlagsFormPFDueDiligence"Pay-to-Play"On-siteLayeringIntegrationSeparatelyManagedAccountsDirectorFinancialStatementAuditsWISPComplianceAlphaClientSecurityPositionsRICsN-CSR

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