Booked anappt forinvestmentreviewReferralto anIRPUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthReferralto anIRPAddedIRP to aGICrenewalReviewedInvestmentActivatedRRSPleadLearnedsomethingfrom anIRPactionedall leadson 360RenewMortgageDiscussedValueprogramupdatedpersonaldevelopmentplanEverydaybankingreviewSet upPACUsedMyIP forfullfilmentBooked anappt forinvestmentreviewReferralto anIRPUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthReferralto anIRPAddedIRP to aGICrenewalReviewedInvestmentActivatedRRSPleadLearnedsomethingfrom anIRPactionedall leadson 360RenewMortgageDiscussedValueprogramupdatedpersonaldevelopmentplanEverydaybankingreviewSet upPACUsedMyIP forfullfilment

Investment Season 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
  1. Booked an appt for investment review
  2. Referral to an IRP
  3. Used MyAdvisor to update KYC
  4. Used MyAdvisor to update networth
  5. Referral to an IRP
  6. Added IRP to a GIC renewal
  7. Reviewed Investment
  8. Activated RRSP lead
  9. Learned something from an IRP
  10. actioned all leads on 360
  11. Renew Mortgage
  12. Discussed Value program
  13. updated personal development plan
  14. Everyday banking review
  15. Set up PAC
  16. Used MyIP for fullfilment