Learnedsomethingfrom anIRPUsedMyAdvisorto updateKYCSet upPACRenewMortgageUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewReviewedInvestmentReferralto anIRPAddedIRP to aGICrenewalEverydaybankingreviewDiscussedValueprogramactionedall leadson 360UsedMyIP forfullfilmentActivatedRRSPleadupdatedpersonaldevelopmentplanLearnedsomethingfrom anIRPUsedMyAdvisorto updateKYCSet upPACRenewMortgageUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewReviewedInvestmentReferralto anIRPAddedIRP to aGICrenewalEverydaybankingreviewDiscussedValueprogramactionedall leadson 360UsedMyIP forfullfilmentActivatedRRSPleadupdatedpersonaldevelopmentplan

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.


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