Set upPACActivatedRRSPleadAddedIRP to aGICrenewalReferralto anIRPupdatedpersonaldevelopmentplanRenewMortgageReviewedInvestmentReferralto anIRPLearnedsomethingfrom anIRPEverydaybankingreviewUsedMyAdvisorto updateKYCBooked anappt forinvestmentreviewactionedall leadson 360DiscussedValueprogramUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthSet upPACActivatedRRSPleadAddedIRP to aGICrenewalReferralto anIRPupdatedpersonaldevelopmentplanRenewMortgageReviewedInvestmentReferralto anIRPLearnedsomethingfrom anIRPEverydaybankingreviewUsedMyAdvisorto updateKYCBooked anappt forinvestmentreviewactionedall leadson 360DiscussedValueprogramUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworth

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