OLBDemo forTaxreceiptBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInitiatedReferralto MSInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BABooked anappointmentfor FA/BAPresentedO & O forRSP LoanMobileAppDemo forPACAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInstantthanks fora LeaderInstantthanks forAdvisorAssistedSaleContributionInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BAInstantthanks forAdvisorMobileAppDemo forPACRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityAssistedSaleContributionInitiatedReferralto FPInitiatedReferralto RMBMDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPDiscussedElectronicStatementsOLBDemo forTaxreceiptInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPFREEAskedClient abouttheir OFIInvestmentInitiatedReferralto RMBMRecognizedsomeone inbranchgroup chatInstantthanks fora PartnerInitiatedReferralto MSInstantthanks fora LeaderOLBDemo forTaxreceiptBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInitiatedReferralto MSInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BABooked anappointmentfor FA/BAPresentedO & O forRSP LoanMobileAppDemo forPACAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInstantthanks fora LeaderInstantthanks forAdvisorAssistedSaleContributionInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BAInstantthanks forAdvisorMobileAppDemo forPACRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentInstant thanks foroutside of mybranch/communityAssistedSaleContributionInitiatedReferralto FPInitiatedReferralto RMBMDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPDiscussedElectronicStatementsOLBDemo forTaxreceiptInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPFREEAskedClient abouttheir OFIInvestmentInitiatedReferralto RMBMRecognizedsomeone inbranchgroup chatInstantthanks fora PartnerInitiatedReferralto MSInstantthanks fora Leader

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