Instantthanks fora PartnerInitiatedReferralto RMBMInitiatedReferralto MSInstant thanks foroutside of mybranch/communityInitiatedReferralto RMBMDiscussedElectronicStatementsInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPBooked anappointmentfor FA/BAFREEInstantthanks forAdvisorInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptMobileAppDemo forPACRecognizedsomeone inbranchgroup chatInitiatedReferralto FPRecognizedsomeone inbranchgroup chatBooked anappointmentfor FA/BAInitiatedReferralto FPInstantthanks fora PartnerMobileAppDemo forPACAssistedSaleContributionDiscussedElectronicStatementsOLBDemo forTaxreceiptInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BAOLBDemo forTaxreceiptInstantthanks forAdvisorAssistedSaleContributionAskedClient abouttheir OFIInvestmentAskedClient abouttheir OFIInvestmentOLBDemo forTaxreceiptInstantthanks fora LeaderPresentedO & O forRSP LoanAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout 2025TFSAcontributionInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto MSPresentedO & O forRSP LoanInstantthanks fora LeaderAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInstantthanks fora PartnerInitiatedReferralto RMBMInitiatedReferralto MSInstant thanks foroutside of mybranch/communityInitiatedReferralto RMBMDiscussedElectronicStatementsInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto IRPInitiatedReferralto IRPBooked anappointmentfor FA/BAFREEInstantthanks forAdvisorInitiatedReferralto IRPAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptMobileAppDemo forPACRecognizedsomeone inbranchgroup chatInitiatedReferralto FPRecognizedsomeone inbranchgroup chatBooked anappointmentfor FA/BAInitiatedReferralto FPInstantthanks fora PartnerMobileAppDemo forPACAssistedSaleContributionDiscussedElectronicStatementsOLBDemo forTaxreceiptInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionInitiatedReferralto FPBooked anappointmentfor FA/BAOLBDemo forTaxreceiptInstantthanks forAdvisorAssistedSaleContributionAskedClient abouttheir OFIInvestmentAskedClient abouttheir OFIInvestmentOLBDemo forTaxreceiptInstantthanks fora LeaderPresentedO & O forRSP LoanAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout 2025TFSAcontributionInstant thanks foroutside of mybranch/communityAsk clientabout 2025TFSAcontributionInitiatedReferralto MSPresentedO & O forRSP LoanInstantthanks fora LeaderAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BA

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
  1. Instant thanks for a Partner
  2. Initiated Referral to RMBM
  3. Initiated Referral to MS
  4. Instant thanks for outside of my branch/community
  5. Initiated Referral to RMBM
  6. Discussed Electronic Statements
  7. Initiated Referral to FP
  8. Ask client about RRSP contribution before deadline
  9. Initiated Referral to IRP
  10. Initiated Referral to IRP
  11. Booked an appointment for FA/BA
  12. FREE
  13. Instant thanks for Advisor
  14. Initiated Referral to IRP
  15. Ask client about RRSP contribution before deadline
  16. OLB Demo for Tax receipt
  17. Mobile App Demo for PAC
  18. Recognized someone in branch group chat
  19. Initiated Referral to FP
  20. Recognized someone in branch group chat
  21. Booked an appointment for FA/BA
  22. Initiated Referral to FP
  23. Instant thanks for a Partner
  24. Mobile App Demo for PAC
  25. Assisted Sale Contribution
  26. Discussed Electronic Statements
  27. OLB Demo for Tax receipt
  28. Initiated Referral to IRP
  29. Ask client about 2025 TFSA contribution
  30. Initiated Referral to FP
  31. Booked an appointment for FA/BA
  32. OLB Demo for Tax receipt
  33. Instant thanks for Advisor
  34. Assisted Sale Contribution
  35. Asked Client about their OFI Investment
  36. Asked Client about their OFI Investment
  37. OLB Demo for Tax receipt
  38. Instant thanks for a Leader
  39. Presented O & O for RSP Loan
  40. Ask client about 2025 TFSA contribution
  41. Ask client about RRSP contribution before deadline
  42. Ask client about 2025 TFSA contribution
  43. Instant thanks for outside of my branch/community
  44. Ask client about 2025 TFSA contribution
  45. Initiated Referral to MS
  46. Presented O & O for RSP Loan
  47. Instant thanks for a Leader
  48. Ask client about RRSP contribution before deadline
  49. Booked an appointment for FA/BA