PresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto FPAssistedSaleContributionInitiatedReferralto RMBMBooked anappointmentfor FA/BADiscussedElectronicStatementsInitiatedReferralto RMBMAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerMobileAppDemo forPACInitiatedReferralto IRPInitiatedReferralto MSInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto MSFREEBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto FPAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionMobileAppDemo forPACAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityInstantthanks fora LeaderInstantthanks forAdvisorInitiatedReferralto FPInitiatedReferralto FPAssistedSaleContributionOLBDemo forTaxreceiptInstantthanks fora LeaderPresentedO & O forRSP LoanInitiatedReferralto IRPOLBDemo forTaxreceiptOLBDemo forTaxreceiptInstantthanks forAdvisorOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatRecognizedsomeone inbranchgroup chatDiscussedElectronicStatementsPresentedO & O forRSP LoanAskedClient abouttheir OFIInvestmentInitiatedReferralto IRPAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionInitiatedReferralto FPAssistedSaleContributionInitiatedReferralto RMBMBooked anappointmentfor FA/BADiscussedElectronicStatementsInitiatedReferralto RMBMAsk clientabout RRSPcontributionbeforedeadlineInstantthanks fora PartnerMobileAppDemo forPACInitiatedReferralto IRPInitiatedReferralto MSInstant thanks foroutside of mybranch/communityAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto IRPInitiatedReferralto MSFREEBooked anappointmentfor FA/BAAsk clientabout RRSPcontributionbeforedeadlineBooked anappointmentfor FA/BAInitiatedReferralto FPAsk clientabout 2025TFSAcontributionAsk clientabout 2025TFSAcontributionMobileAppDemo forPACAskedClient abouttheir OFIInvestmentInstantthanks fora PartnerAsk clientabout RRSPcontributionbeforedeadlineInstant thanks foroutside of mybranch/communityInstantthanks fora LeaderInstantthanks forAdvisorInitiatedReferralto FPInitiatedReferralto FPAssistedSaleContributionOLBDemo forTaxreceiptInstantthanks fora LeaderPresentedO & O forRSP LoanInitiatedReferralto IRPOLBDemo forTaxreceiptOLBDemo forTaxreceiptInstantthanks forAdvisorOLBDemo forTaxreceiptRecognizedsomeone inbranchgroup chatRecognizedsomeone inbranchgroup chatDiscussedElectronicStatements

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