UsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewSet upPACAddedIRP to aGICrenewalActivatedRRSPleadReviewedInvestmentDiscussedValueprogramRenewMortgageReferralto anIRPactionedall leadson 360Referralto anIRPLearnedsomethingfrom anIRPEverydaybankingreviewUsedMyAdvisorto updateKYCUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanBooked anappt forinvestmentreviewSet upPACAddedIRP to aGICrenewalActivatedRRSPleadReviewedInvestmentDiscussedValueprogramRenewMortgageReferralto anIRPactionedall leadson 360Referralto anIRPLearnedsomethingfrom anIRPEverydaybankingreview

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