PresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityAskedClient abouttheir OFIInvestmentAssistedSaleContributionAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACBooked anappointmentfor FA/BAOLBDemo forTaxreceiptOLBDemo forTaxreceiptBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInitiatedReferralto MSInitiatedReferralto FPInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineRecognizedsomeone inbranchgroup chatInitiatedReferralto IRPInitiatedReferralto RMBMDiscussedElectronicStatementsPresentedO & O forRSP LoanMobileAppDemo forPACInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionInstantthanks forAdvisorAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPInstantthanks fora LeaderInitiatedReferralto FPRecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionInstantthanks forAdvisorInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityInitiatedReferralto MSInitiatedReferralto RMBMAssistedSaleContributionFREEDiscussedElectronicStatementsInstantthanks fora PartnerInstantthanks fora LeaderPresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BAInstant thanks foroutside of mybranch/communityAskedClient abouttheir OFIInvestmentAssistedSaleContributionAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACBooked anappointmentfor FA/BAOLBDemo forTaxreceiptOLBDemo forTaxreceiptBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInitiatedReferralto MSInitiatedReferralto FPInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineRecognizedsomeone inbranchgroup chatInitiatedReferralto IRPInitiatedReferralto RMBMDiscussedElectronicStatementsPresentedO & O forRSP LoanMobileAppDemo forPACInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionInstantthanks forAdvisorAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPInstantthanks fora LeaderInitiatedReferralto FPRecognizedsomeone inbranchgroup chatAsk clientabout 2025TFSAcontributionInstantthanks forAdvisorInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityInitiatedReferralto MSInitiatedReferralto RMBMAssistedSaleContributionFREEDiscussedElectronicStatementsInstantthanks fora PartnerInstantthanks 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. Presented O & O for RSP Loan
  2. Asked Client about their OFI Investment
  3. OLB Demo for Tax receipt
  4. Ask client about 2025 TFSA contribution
  5. Initiated Referral to FP
  6. Booked an appointment for FA/BA
  7. Booked an appointment for FA/BA
  8. Instant thanks for outside of my branch/community
  9. Asked Client about their OFI Investment
  10. Assisted Sale Contribution
  11. Ask client about RRSP contribution before deadline
  12. Mobile App Demo for PAC
  13. Booked an appointment for FA/BA
  14. OLB Demo for Tax receipt
  15. OLB Demo for Tax receipt
  16. Booked an appointment for FA/BA
  17. Ask client about 2025 TFSA contribution
  18. OLB Demo for Tax receipt
  19. Initiated Referral to MS
  20. Initiated Referral to FP
  21. Initiated Referral to FP
  22. Ask client about RRSP contribution before deadline
  23. Recognized someone in branch group chat
  24. Initiated Referral to IRP
  25. Initiated Referral to RMBM
  26. Discussed Electronic Statements
  27. Presented O & O for RSP Loan
  28. Mobile App Demo for PAC
  29. Instant thanks for a Partner
  30. Ask client about 2025 TFSA contribution
  31. Instant thanks for Advisor
  32. Ask client about RRSP contribution before deadline
  33. Ask client about RRSP contribution before deadline
  34. Initiated Referral to IRP
  35. Initiated Referral to IRP
  36. Instant thanks for a Leader
  37. Initiated Referral to FP
  38. Recognized someone in branch group chat
  39. Ask client about 2025 TFSA contribution
  40. Instant thanks for Advisor
  41. Initiated Referral to IRP
  42. Instant thanks for outside of my branch/community
  43. Initiated Referral to MS
  44. Initiated Referral to RMBM
  45. Assisted Sale Contribution
  46. FREE
  47. Discussed Electronic Statements
  48. Instant thanks for a Partner
  49. Instant thanks for a Leader