CCO ordesigneeHarassment,Retaliation, oradverseemploymentconsequencesCCOReportitConfidentiallyoranonymouslyPWM'sCentralComplianceFilesPro-rataBasisOrganizationChartOrderMemorandaAuditTrailProperValuationsTheSECAnyone inmanagementTradeErrorCorrectionFolderEachEmployeeComplianceManualInvestmentdecision-makingprocessBroker-dealer, Bank,or PricingServiceOutsideBusinessActivityNotificationFormViewed asa seriousdisciplinaryoffenseTradeErrorsPortfolioStatementIndependentCustodiansLegalor taxadviceCCO ordesigneeHarassment,Retaliation, oradverseemploymentconsequencesCCOReportitConfidentiallyoranonymouslyPWM'sCentralComplianceFilesPro-rataBasisOrganizationChartOrderMemorandaAuditTrailProperValuationsTheSECAnyone inmanagementTradeErrorCorrectionFolderEachEmployeeComplianceManualInvestmentdecision-makingprocessBroker-dealer, Bank,or PricingServiceOutsideBusinessActivityNotificationFormViewed asa seriousdisciplinaryoffenseTradeErrorsPortfolioStatementIndependentCustodiansLegalor taxadvice

Untitled Bingo - 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. CCO or designee
  2. Harassment, Retaliation, or adverse employment consequences
  3. CCO
  4. Report it
  5. Confidentially or anonymously
  6. PWM's Central Compliance Files
  7. Pro-rata Basis
  8. Organization Chart
  9. Order Memoranda
  10. Audit Trail
  11. Proper Valuations
  12. The SEC
  13. Anyone in management
  14. Trade Error Correction Folder
  15. Each Employee
  16. Compliance Manual
  17. Investment decision-making process
  18. Broker-dealer, Bank, or Pricing Service
  19. Outside Business Activity Notification Form
  20. Viewed as a serious disciplinary offense
  21. Trade Errors
  22. Portfolio Statement
  23. Independent Custodians
  24. Legal or tax advice