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