Guide aclient toInvestingEducationtabCompletean FPOCsuccessfullyHelp aclientcalledBrianCompletebankverificationTake a callfrom a clientlooking for adifferentVanguardHelp aclient bornbefore1940Get a 5*Trust PilotReviewTake aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceHelp a clientmaximisetheir ISAallowanceReceiverecognitionfrom anothercrew member(recognitionboard)Help a clientwith asummer-related nameSpeak toa clientcalledKarenConvert anXO accountto managedinstead ofoffboardingHelp aclientprocess aBed & ISADeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldaySpeakabout JohnBogle witha clientACW lessthan 30secondsfor the dayExceedyour team'sCPSHtargetGuide aclient toInvestingEducationtabCompletean FPOCsuccessfullyHelp aclientcalledBrianCompletebankverificationTake a callfrom a clientlooking for adifferentVanguardHelp aclient bornbefore1940Get a 5*Trust PilotReviewTake aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceHelp a clientmaximisetheir ISAallowanceReceiverecognitionfrom anothercrew member(recognitionboard)Help a clientwith asummer-related nameSpeak toa clientcalledKarenConvert anXO accountto managedinstead ofoffboardingHelp aclientprocess aBed & ISADeal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldaySpeakabout JohnBogle witha clientACW lessthan 30secondsfor the dayExceedyour team'sCPSHtarget

Tax-Year 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. Guide a client to Investing Education tab
  2. Complete an FPOC successfully
  3. Help a client called Brian
  4. Complete bank verification
  5. Take a call from a client looking for a different Vanguard
  6. Help a client born before 1940
  7. Get a 5* Trust Pilot Review
  9. Take a prospect call that ends with the client joining VG
  11. Tell a client that we can't provide tax advice
  12. Help a client maximise their ISA allowance
  13. Receive recognition from another crew member (recognition board)
  14. Help a client with a summer-related name
  16. Speak to a client called Karen
  17. Convert an XO account to managed instead of offboarding
  18. Help a client process a Bed & ISA
  19. Deal with a client who has an account value of £1m+
  20. Help a client who has left ISA payments until the final day
  22. Speak about John Bogle with a client
  23. ACW less than 30 seconds for the day
  24. Exceed your team's CPSH target