Ask clientabout 2025TFSAcontributionAssistedSaleContributionRecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionInstant thanks foroutside of mybranch/communityDiscussedElectronicStatementsInitiatedReferralto RMBMInstantthanks forAdvisorInitiatedReferralto FPMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInstantthanks fora LeaderInitiatedReferralto MSPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerAssistedSaleContributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPBooked anappointmentfor FA/BADiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAInitiatedReferralto RMBMOLBDemo forTaxreceiptMobileAppDemo forPACInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptInstantthanks fora LeaderFREEOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatPresentedO & O forRSP LoanBooked anappointmentfor FA/BAInstantthanks forAdvisorBooked anappointmentfor FA/BAInitiatedReferralto MSAsk clientabout 2025TFSAcontributionAssistedSaleContributionRecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionInstant thanks foroutside of mybranch/communityDiscussedElectronicStatementsInitiatedReferralto RMBMInstantthanks forAdvisorInitiatedReferralto FPMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInstantthanks fora LeaderInitiatedReferralto MSPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerAssistedSaleContributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPBooked anappointmentfor FA/BADiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAInitiatedReferralto RMBMOLBDemo forTaxreceiptMobileAppDemo forPACInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptInstantthanks fora LeaderFREEOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatPresentedO & O forRSP LoanBooked anappointmentfor FA/BAInstantthanks forAdvisorBooked anappointmentfor FA/BAInitiatedReferralto MS

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