Referralto anIRPRenewMortgageReviewedInvestmentDiscussedValueprogramActivatedRRSPleadAddedIRP to aGICrenewalactionedall leadson 360updatedpersonaldevelopmentplanSet upPACLearnedsomethingfrom anIRPUsedMyIP forfullfilmentEverydaybankingreviewUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewUsedMyAdvisorto updateKYCReferralto anIRPRenewMortgageReviewedInvestmentDiscussedValueprogramActivatedRRSPleadAddedIRP to aGICrenewalactionedall leadson 360updatedpersonaldevelopmentplanSet upPACLearnedsomethingfrom anIRPUsedMyIP forfullfilmentEverydaybankingreviewUsedMyAdvisorto updatenetworthReferralto anIRPBooked anappt forinvestmentreviewUsedMyAdvisorto updateKYC

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