Instant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSInitiatedReferralto FPAskedClient abouttheir OFIInvestmentFREEBooked anappointmentfor FA/BABooked anappointmentfor FA/BABooked anappointmentfor FA/BADiscussedElectronicStatementsInitiatedReferralto RMBMInitiatedReferralto FPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInstantthanks forAdvisorPresentedO & O forRSP LoanAssistedSaleContributionOLBDemo forTaxreceiptInstantthanks forAdvisorAskedClient abouttheir OFIInvestmentMobileAppDemo forPACAsk clientabout 2025TFSAcontributionInitiatedReferralto FPOLBDemo forTaxreceiptInitiatedReferralto MSInitiatedReferralto IRPRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityPresentedO & O forRSP LoanInstantthanks fora LeaderInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInstantthanks fora LeaderAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAAssistedSaleContributionInitiatedReferralto IRPMobileAppDemo forPACInitiatedReferralto RMBMInstantthanks fora PartnerRecognizedsomeone inbranchgroup chatInitiatedReferralto FPInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSInitiatedReferralto FPAskedClient abouttheir OFIInvestmentFREEBooked anappointmentfor FA/BABooked anappointmentfor FA/BABooked anappointmentfor FA/BADiscussedElectronicStatementsInitiatedReferralto RMBMInitiatedReferralto FPAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInstantthanks forAdvisorPresentedO & O forRSP LoanAssistedSaleContributionOLBDemo forTaxreceiptInstantthanks forAdvisorAskedClient abouttheir OFIInvestmentMobileAppDemo forPACAsk clientabout 2025TFSAcontributionInitiatedReferralto FPOLBDemo forTaxreceiptInitiatedReferralto MSInitiatedReferralto IRPRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityPresentedO & O forRSP LoanInstantthanks fora LeaderInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInstantthanks fora LeaderAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAAssistedSaleContributionInitiatedReferralto IRPMobileAppDemo forPACInitiatedReferralto RMBMInstantthanks fora PartnerRecognizedsomeone inbranchgroup chatInitiatedReferralto FP

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