Fiduciary Recordkeeping Requirements Market Manipulation Investment Adviser Representative (IAR) Blue Sky Laws Soft Dollar Compensation Summary Order Issuer Transaction Administrator Suitability Investment Adviser SEC 10 days Regulatory Filing North American Securities Administrators Association (NASAA) 30 days Uniform Securities Act Promptly Institution Notice Filing 6 years Prudent Man Rule Exempt Securities Consent to Service of Process Customer Account Exemption Anti- Fraud Provisions Net Capital Requirement Conflict of Interest Discretionary Authority Security Exempt Transactions Registration Wash Sale Person Front Running Form BD Advertising and Communications Rules Material Facts Financial Industry Regulatory Authority (FINRA) Stop Order ADV Brochure Lifetime Federally Covered Advisors Investment Advisor Act of 1940 Exclusion/Excluded Prospectus Self- Regulatory Organization (SRO) Accredited Investor Continuing Disclosure Federal Securities Act of '33 Municipal Securities Free! 3 years De Minimis Rule Federal Securities Act of '34 Issuer Corporate Securities Cease and Desist Know Your Customer (KYC) Broker- Dealer 5 years Insider Trading Agent Fiduciary Recordkeeping Requirements Market Manipulation Investment Adviser Representative (IAR) Blue Sky Laws Soft Dollar Compensation Summary Order Issuer Transaction Administrator Suitability Investment Adviser SEC 10 days Regulatory Filing North American Securities Administrators Association (NASAA) 30 days Uniform Securities Act Promptly Institution Notice Filing 6 years Prudent Man Rule Exempt Securities Consent to Service of Process Customer Account Exemption Anti- Fraud Provisions Net Capital Requirement Conflict of Interest Discretionary Authority Security Exempt Transactions Registration Wash Sale Person Front Running Form BD Advertising and Communications Rules Material Facts Financial Industry Regulatory Authority (FINRA) Stop Order ADV Brochure Lifetime Federally Covered Advisors Investment Advisor Act of 1940 Exclusion/Excluded Prospectus Self- Regulatory Organization (SRO) Accredited Investor Continuing Disclosure Federal Securities Act of '33 Municipal Securities Free! 3 years De Minimis Rule Federal Securities Act of '34 Issuer Corporate Securities Cease and Desist Know Your Customer (KYC) Broker- Dealer 5 years Insider Trading Agent
(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.
Fiduciary
Recordkeeping Requirements
Market Manipulation
Investment Adviser Representative (IAR)
Blue Sky Laws
Soft Dollar Compensation
Summary Order
Issuer Transaction
Administrator
Suitability
Investment Adviser
SEC
10 days
Regulatory Filing
North American Securities Administrators Association (NASAA)
30 days
Uniform Securities Act
Promptly
Institution
Notice Filing
6 years
Prudent Man Rule
Exempt Securities
Consent to Service of Process
Customer Account
Exemption
Anti-Fraud Provisions
Net Capital Requirement
Conflict of Interest
Discretionary Authority
Security
Exempt Transactions
Registration
Wash Sale
Person
Front Running
Form BD
Advertising and Communications Rules
Material Facts
Financial Industry Regulatory Authority (FINRA)
Stop Order
ADV Brochure
Lifetime
Federally Covered Advisors
Investment Advisor Act of 1940
Exclusion/Excluded
Prospectus
Self-Regulatory Organization (SRO)
Accredited Investor
Continuing Disclosure
Federal Securities Act of '33
Municipal Securities
Free!
3 years
De Minimis Rule
Federal Securities Act of '34
Issuer
Corporate Securities
Cease and Desist
Know Your Customer (KYC)
Broker-Dealer
5 years
Insider Trading
Agent