UsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthActivatedRRSPleadRenewMortgageReferralto anIRPEverydaybankingreviewBooked anappt forinvestmentreviewDiscussedValueprogramupdatedpersonaldevelopmentplanLearnedsomethingfrom anIRPSet upPACAddedIRP to aGICrenewalReferralto anIRPactionedall leadson 360ReviewedInvestmentUsedMyAdvisorto updateKYCUsedMyIP forfullfilmentUsedMyAdvisorto updatenetworthActivatedRRSPleadRenewMortgageReferralto anIRPEverydaybankingreviewBooked anappt forinvestmentreviewDiscussedValueprogramupdatedpersonaldevelopmentplanLearnedsomethingfrom anIRPSet upPACAddedIRP to aGICrenewalReferralto anIRPactionedall leadson 360ReviewedInvestmentUsedMyAdvisorto updateKYC

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