UsedMyAdvisorto updateKYCDiscussedValueprogramReferralto anIRPactionedall leadson 360RenewMortgageBooked anappt forinvestmentreviewUsedMyAdvisorto updatenetworthAddedIRP to aGICrenewalActivatedRRSPleadLearnedsomethingfrom anIRPReferralto anIRPupdatedpersonaldevelopmentplanEverydaybankingreviewUsedMyIP forfullfilmentReviewedInvestmentSet upPACUsedMyAdvisorto updateKYCDiscussedValueprogramReferralto anIRPactionedall leadson 360RenewMortgageBooked anappt forinvestmentreviewUsedMyAdvisorto updatenetworthAddedIRP to aGICrenewalActivatedRRSPleadLearnedsomethingfrom anIRPReferralto anIRPupdatedpersonaldevelopmentplanEverydaybankingreviewUsedMyIP forfullfilmentReviewedInvestmentSet upPAC

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