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