FREEInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSInitiatedReferralto FPOLBDemo forTaxreceiptMobileAppDemo forPACInstant thanks foroutside of mybranch/communityRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptAssistedSaleContributionInstantthanks fora PartnerMobileAppDemo forPACInstantthanks fora LeaderAskedClient abouttheir OFIInvestmentInitiatedReferralto FPAssistedSaleContributionInitiatedReferralto MSPresentedO & O forRSP LoanDiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora LeaderInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BADiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInstantthanks forAdvisorInitiatedReferralto IRPInitiatedReferralto RMBMInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptPresentedO & O forRSP LoanBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInitiatedReferralto RMBMAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto IRPInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineFREEInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineInitiatedReferralto MSInitiatedReferralto FPOLBDemo forTaxreceiptMobileAppDemo forPACInstant thanks foroutside of mybranch/communityRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptAssistedSaleContributionInstantthanks fora PartnerMobileAppDemo forPACInstantthanks fora LeaderAskedClient abouttheir OFIInvestmentInitiatedReferralto FPAssistedSaleContributionInitiatedReferralto MSPresentedO & O forRSP LoanDiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora LeaderInitiatedReferralto IRPInitiatedReferralto FPBooked anappointmentfor FA/BABooked anappointmentfor FA/BADiscussedElectronicStatementsAsk clientabout 2025TFSAcontributionInitiatedReferralto IRPInstantthanks forAdvisorInitiatedReferralto IRPInitiatedReferralto RMBMInstant thanks foroutside of mybranch/communityOLBDemo forTaxreceiptPresentedO & O forRSP LoanBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionOLBDemo forTaxreceiptInitiatedReferralto RMBMAsk clientabout 2025TFSAcontributionInstantthanks fora PartnerInitiatedReferralto IRPInitiatedReferralto FPAsk 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. FREE
  2. Instant thanks for Advisor
  3. Recognized someone in branch group chat
  4. Asked Client about their OFI Investment
  5. Booked an appointment for FA/BA
  6. Ask client about RRSP contribution before deadline
  7. Initiated Referral to MS
  8. Initiated Referral to FP
  9. OLB Demo for Tax receipt
  10. Mobile App Demo for PAC
  11. Instant thanks for outside of my branch/community
  12. Recognized someone in branch group chat
  13. OLB Demo for Tax receipt
  14. Assisted Sale Contribution
  15. Instant thanks for a Partner
  16. Mobile App Demo for PAC
  17. Instant thanks for a Leader
  18. Asked Client about their OFI Investment
  19. Initiated Referral to FP
  20. Assisted Sale Contribution
  21. Initiated Referral to MS
  22. Presented O & O for RSP Loan
  23. Discussed Electronic Statements
  24. Ask client about 2025 TFSA contribution
  25. Ask client about RRSP contribution before deadline
  26. Ask client about RRSP contribution before deadline
  27. Instant thanks for a Leader
  28. Initiated Referral to IRP
  29. Initiated Referral to FP
  30. Booked an appointment for FA/BA
  31. Booked an appointment for FA/BA
  32. Discussed Electronic Statements
  33. Ask client about 2025 TFSA contribution
  34. Initiated Referral to IRP
  35. Instant thanks for Advisor
  36. Initiated Referral to IRP
  37. Initiated Referral to RMBM
  38. Instant thanks for outside of my branch/community
  39. OLB Demo for Tax receipt
  40. Presented O & O for RSP Loan
  41. Booked an appointment for FA/BA
  42. Ask client about 2025 TFSA contribution
  43. OLB Demo for Tax receipt
  44. Initiated Referral to RMBM
  45. Ask client about 2025 TFSA contribution
  46. Instant thanks for a Partner
  47. Initiated Referral to IRP
  48. Initiated Referral to FP
  49. Ask client about RRSP contribution before deadline