InitiatedReferralto FPAssistedSaleContributionInitiatedReferralto IRPInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsAssistedSaleContributionInitiatedReferralto MSAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto RMBMInitiatedReferralto RMBMInstantthanks fora LeaderAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BAInitiatedReferralto FPMobileAppDemo forPACInitiatedReferralto MSInstantthanks fora PartnerAskedClient abouttheir OFIInvestmentInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerInitiatedReferralto IRPInitiatedReferralto IRPMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlinePresentedO & O forRSP LoanPresentedO & O forRSP LoanOLBDemo forTaxreceiptOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionDiscussedElectronicStatementsOLBDemo forTaxreceiptInstantthanks fora LeaderBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto FPInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityFREEInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout 2025TFSAcontributionInitiatedReferralto FPAssistedSaleContributionInitiatedReferralto IRPInstantthanks forAdvisorRecognizedsomeone inbranchgroup chatOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsAssistedSaleContributionInitiatedReferralto MSAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto RMBMInitiatedReferralto RMBMInstantthanks fora LeaderAskedClient abouttheir OFIInvestmentBooked anappointmentfor FA/BAInstantthanks forAdvisorAsk clientabout 2025TFSAcontributionBooked anappointmentfor FA/BAInitiatedReferralto FPMobileAppDemo forPACInitiatedReferralto MSInstantthanks fora PartnerAskedClient abouttheir OFIInvestmentInitiatedReferralto FPAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerInitiatedReferralto IRPInitiatedReferralto IRPMobileAppDemo forPACAsk clientabout RRSPcontributionbeforedeadlinePresentedO & O forRSP LoanPresentedO & O forRSP LoanOLBDemo forTaxreceiptOLBDemo forTaxreceiptAsk clientabout 2025TFSAcontributionDiscussedElectronicStatementsOLBDemo forTaxreceiptInstantthanks fora LeaderBooked anappointmentfor FA/BAAsk clientabout 2025TFSAcontributionInitiatedReferralto FPInitiatedReferralto IRPInstant thanks foroutside of mybranch/communityFREEInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineAsk clientabout 2025TFSAcontribution

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