actionedall leadson 360RenewMortgageReferralto anIRPEverydaybankingreviewLearnedsomethingfrom anIRPAddedIRP to aGICrenewalActivatedRRSPleadUsedMyAdvisorto updateKYCSet upPACReferralto anIRPBooked anappt forinvestmentreviewReviewedInvestmentUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanDiscussedValueprogramactionedall leadson 360RenewMortgageReferralto anIRPEverydaybankingreviewLearnedsomethingfrom anIRPAddedIRP to aGICrenewalActivatedRRSPleadUsedMyAdvisorto updateKYCSet upPACReferralto anIRPBooked anappt forinvestmentreviewReviewedInvestmentUsedMyAdvisorto updatenetworthUsedMyIP forfullfilmentupdatedpersonaldevelopmentplanDiscussedValueprogram

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