Learned something from an IRP Used MyAdvisor to update KYC Set up PAC Renew Mortgage Used MyAdvisor to update networth Referral to an IRP Booked an appt for investment review Reviewed Investment Referral to an IRP Added IRP to a GIC renewal Everyday banking review Discussed Value program actioned all leads on 360 Used MyIP for fullfilment Activated RRSP lead updated personal development plan Learned something from an IRP Used MyAdvisor to update KYC Set up PAC Renew Mortgage Used MyAdvisor to update networth Referral to an IRP Booked an appt for investment review Reviewed Investment Referral to an IRP Added IRP to a GIC renewal Everyday banking review Discussed Value program actioned all leads on 360 Used MyIP for fullfilment Activated RRSP lead updated personal development plan
(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.
Learned something from an IRP
Used MyAdvisor to update KYC
Set up
PAC
Renew Mortgage
Used MyAdvisor to update networth
Referral to an IRP
Booked an appt for investment review
Reviewed Investment
Referral to an IRP
Added IRP to a GIC renewal
Everyday banking review
Discussed Value program
actioned all leads on 360
Used MyIP for fullfilment
Activated RRSP lead
updated
personal development plan