This bingo card has 4 images, a free space and 20 words: Tell a client that we can't provide tax advice, Convert an XO account to managed instead of offboarding, Speak to a client called Karen, Help a client maximise their ISA allowance, Help a client called Brian, Deal with a client who has an account value of £1m+, Receive recognition from another crew member (recognition board), Speak about John Bogle with a client, Help a client with a summer-related name, Help a client who has left ISA payments until the final day, Take a prospect call that ends with the client joining VG, Complete an FPOC successfully, Help a client process a Bed & ISA, Guide a client to Investing Education tab, Exceed your team's CPSH target, Get a 5* Trust Pilot Review, Complete bank verification, Help a client born before 1940, ACW less than 30 seconds for the day and Take a call from a client looking for a different Vanguard.
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