Booked anappointmentfor FA/BAInitiatedReferralto MSInstantthanks forAdvisorInstantthanks fora PartnerOLBDemo forTaxreceiptFREEAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPInitiatedReferralto RMBMAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora LeaderMobileAppDemo forPACDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlinePresentedO & O forRSP LoanBooked anappointmentfor FA/BAAssistedSaleContributionInstantthanks fora LeaderRecognizedsomeone inbranchgroup chatInitiatedReferralto FPInitiatedReferralto IRPMobileAppDemo forPACInitiatedReferralto MSAssistedSaleContributionAsk clientabout 2025TFSAcontributionInitiatedReferralto FPInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerDiscussedElectronicStatementsInitiatedReferralto RMBMPresentedO & O forRSP LoanOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto IRPInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInitiatedReferralto MSInstantthanks forAdvisorInstantthanks fora PartnerOLBDemo forTaxreceiptFREEAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPInitiatedReferralto RMBMAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora LeaderMobileAppDemo forPACDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlinePresentedO & O forRSP LoanBooked anappointmentfor FA/BAAssistedSaleContributionInstantthanks fora LeaderRecognizedsomeone inbranchgroup chatInitiatedReferralto FPInitiatedReferralto IRPMobileAppDemo forPACInitiatedReferralto MSAssistedSaleContributionAsk clientabout 2025TFSAcontributionInitiatedReferralto FPInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerDiscussedElectronicStatementsInitiatedReferralto RMBMPresentedO & O forRSP LoanOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto IRPInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptAskedClient abouttheir OFIInvestment

Investment Season/R & R 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. Booked an appointment for FA/BA
  2. Initiated Referral to MS
  3. Instant thanks for Advisor
  4. Instant thanks for a Partner
  5. OLB Demo for Tax receipt
  6. FREE
  7. Ask client about RRSP contribution before deadline
  8. Initiated Referral to IRP
  9. Initiated Referral to IRP
  10. Initiated Referral to RMBM
  11. Ask client about RRSP contribution before deadline
  12. Instant thanks for a Leader
  13. Mobile App Demo for PAC
  14. Discussed Electronic Statements
  15. Ask client about RRSP contribution before deadline
  16. Presented O & O for RSP Loan
  17. Booked an appointment for FA/BA
  18. Assisted Sale Contribution
  19. Instant thanks for a Leader
  20. Recognized someone in branch group chat
  21. Initiated Referral to FP
  22. Initiated Referral to IRP
  23. Mobile App Demo for PAC
  24. Initiated Referral to MS
  25. Assisted Sale Contribution
  26. Ask client about 2025 TFSA contribution
  27. Initiated Referral to FP
  28. Instant thanks for outside of my branch/community
  29. Ask client about 2025 TFSA contribution
  30. Initiated Referral to FP
  31. Booked an appointment for FA/BA
  32. Ask client about 2025 TFSA contribution
  33. Ask client about 2025 TFSA contribution
  34. Asked Client about their OFI Investment
  35. Instant thanks for a Partner
  36. Discussed Electronic Statements
  37. Initiated Referral to RMBM
  38. Presented O & O for RSP Loan
  39. OLB Demo for Tax receipt
  40. Ask client about RRSP contribution before deadline
  41. Initiated Referral to FP
  42. Initiated Referral to IRP
  43. Instant thanks for Advisor
  44. Recognized someone in branch group chat
  45. OLB Demo for Tax receipt
  46. Booked an appointment for FA/BA
  47. Instant thanks for outside of my branch/community
  48. OLB Demo for Tax receipt
  49. Asked Client about their OFI Investment