Close 1 Grandfathered Deficiency Set Up 1 Online Banking Wire Transfer Account T2033 Requesting Funds from External Institution Set Up 1 Client with the Wellness Bundle Sell 1 Market Linked Term, minimum sale $25,000 LOC Sale World Mastercard Sale Account Package Upgrade to Premium Chequing Create 5 Net Worth Statements Set up 1 New Digital Vault Referral to BA Set Up Registered PAT $50,000 New Money Sale New FHSA Sale World Mastercard Sale Referral to FA RSP Sale CUMIS Sale Reactivate or Close an Inactive Account Business Mastercard Sale Premium Chequing Account Sale Set Up Online Banking Alert TFSA Sale Update External Holdings for 5 Clients Close 1 Grandfathered Deficiency Set Up 1 Online Banking Wire Transfer Account T2033 Requesting Funds from External Institution Set Up 1 Client with the Wellness Bundle Sell 1 Market Linked Term, minimum sale $25,000 LOC Sale World Mastercard Sale Account Package Upgrade to Premium Chequing Create 5 Net Worth Statements Set up 1 New Digital Vault Referral to BA Set Up Registered PAT $50,000 New Money Sale New FHSA Sale World Mastercard Sale Referral to FA RSP Sale CUMIS Sale Reactivate or Close an Inactive Account Business Mastercard Sale Premium Chequing Account Sale Set Up Online Banking Alert TFSA Sale Update External Holdings for 5 Clients
(Print) Use this randomly generated list as your call list when playing the game. 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.
G-Close 1 Grandfathered Deficiency
G-Set Up 1 Online Banking Wire Transfer Account
O-T2033 Requesting Funds from External Institution
O-Set Up 1 Client with the Wellness Bundle
G-Sell 1 Market Linked Term, minimum sale $25,000
N-LOC Sale
G-World Mastercard Sale
I-Account Package Upgrade to Premium Chequing
I-Create 5 Net Worth Statements
O-Set up 1 New Digital Vault
N-Referral to BA
N-Set Up Registered PAT
I-$50,000 New Money Sale
N-New FHSA Sale
B-World Mastercard Sale
I-Referral to FA
B-RSP Sale
O-CUMIS Sale
O-Reactivate or Close an Inactive Account
G-Business Mastercard Sale
B-Premium Chequing Account Sale
B-Set Up Online Banking Alert
I-TFSA Sale
B-Update External Holdings for 5 Clients