Set upPACUsedMyAdvisorto updateKYCReferralto anIRPLearnedsomethingfrom anIRPActivatedRRSPleadReviewedInvestmentUsedMyAdvisorto updatenetworthDiscussedValueprogramReferralto anIRPUsedMyIP forfullfilmentBooked anappt forinvestmentreviewactionedall leadson 360EverydaybankingreviewupdatedpersonaldevelopmentplanRenewMortgageAddedIRP to aGICrenewalSet upPACUsedMyAdvisorto updateKYCReferralto anIRPLearnedsomethingfrom anIRPActivatedRRSPleadReviewedInvestmentUsedMyAdvisorto updatenetworthDiscussedValueprogramReferralto anIRPUsedMyIP forfullfilmentBooked anappt forinvestmentreviewactionedall leadson 360EverydaybankingreviewupdatedpersonaldevelopmentplanRenewMortgageAddedIRP to aGICrenewal

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