LayeringCleanDeskComplianceAlpha"Pay-to-Play"FiduciaryProxyVotingWISPSeparatelyManagedAccountsRegFDMNPIN-CSR$250RICsPre-ClearFormPFClientSecurityPositionsRedFlagsPlacementIntegrationDirectorFinancialStatementAuditsOn-siteTrialBalancesDueDiligenceLayeringCleanDeskComplianceAlpha"Pay-to-Play"FiduciaryProxyVotingWISPSeparatelyManagedAccountsRegFDMNPIN-CSR$250RICsPre-ClearFormPFClientSecurityPositionsRedFlagsPlacementIntegrationDirectorFinancialStatementAuditsOn-siteTrialBalancesDueDiligence

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