PresentedO & O forRSP LoanInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAInitiatedReferralto FPBooked anappointmentfor FA/BAInitiatedReferralto FPRecognizedsomeone inbranchgroup chatInitiatedReferralto FPInitiatedReferralto IRPDiscussedElectronicStatementsInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInstantthanks fora LeaderDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityFREEAsk clientabout 2025TFSAcontributionRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto MSAsk clientabout 2025TFSAcontributionAssistedSaleContributionInstantthanks forAdvisorOLBDemo forTaxreceiptInitiatedReferralto RMBMInstantthanks fora LeaderOLBDemo forTaxreceiptAssistedSaleContributionInitiatedReferralto MSMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentInitiatedReferralto RMBMInstantthanks forAdvisorInstant thanks foroutside of mybranch/communityInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlinePresentedO & O forRSP LoanInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto FPInitiatedReferralto IRPBooked anappointmentfor FA/BAInitiatedReferralto FPBooked anappointmentfor FA/BAInitiatedReferralto FPRecognizedsomeone inbranchgroup chatInitiatedReferralto FPInitiatedReferralto IRPDiscussedElectronicStatementsInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInstantthanks fora LeaderDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityFREEAsk clientabout 2025TFSAcontributionRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptBooked anappointmentfor FA/BAInitiatedReferralto MSAsk clientabout 2025TFSAcontributionAssistedSaleContributionInstantthanks forAdvisorOLBDemo forTaxreceiptInitiatedReferralto RMBMInstantthanks fora LeaderOLBDemo forTaxreceiptAssistedSaleContributionInitiatedReferralto MSMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlineAskedClient abouttheir OFIInvestmentInitiatedReferralto RMBMInstantthanks forAdvisorInstant thanks foroutside of mybranch/communityInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadline

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