DiscussedElectronicStatementsAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionInitiatedReferralto RMBMInitiatedReferralto FPBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto FPOLBDemo forTaxreceiptPresentedO & O forRSP LoanBooked anappointmentfor FA/BAOLBDemo forTaxreceiptPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAOLBDemo forTaxreceiptAssistedSaleContributionInstant thanks foroutside of mybranch/communityInstantthanks fora LeaderBooked anappointmentfor FA/BAInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionInitiatedReferralto MSAsk clientabout 2025TFSAcontributionDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInitiatedReferralto FPInitiatedReferralto IRPRecognizedsomeone inbranchgroup chatInstantthanks fora LeaderAssistedSaleContributionFREEMobileAppDemo forPACInitiatedReferralto MSRecognizedsomeone inbranchgroup chatInstantthanks fora PartnerInitiatedReferralto RMBMInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInstantthanks forAdvisorDiscussedElectronicStatementsAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionInitiatedReferralto RMBMInitiatedReferralto FPBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto FPOLBDemo forTaxreceiptPresentedO & O forRSP LoanBooked anappointmentfor FA/BAOLBDemo forTaxreceiptPresentedO & O forRSP LoanAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAOLBDemo forTaxreceiptAssistedSaleContributionInstant thanks foroutside of mybranch/communityInstantthanks fora LeaderBooked anappointmentfor FA/BAInstantthanks fora PartnerAsk clientabout 2025TFSAcontributionInitiatedReferralto MSAsk clientabout 2025TFSAcontributionDiscussedElectronicStatementsAsk clientabout RRSPcontributionbeforedeadlineMobileAppDemo forPACAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineOLBDemo forTaxreceiptInitiatedReferralto FPInitiatedReferralto IRPRecognizedsomeone inbranchgroup chatInstantthanks fora LeaderAssistedSaleContributionFREEMobileAppDemo forPACInitiatedReferralto MSRecognizedsomeone inbranchgroup chatInstantthanks fora PartnerInitiatedReferralto RMBMInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto FPInstantthanks forAdvisor

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