Help aclient bornbefore1940ACW lessthan 30secondsfor the dayTell a clientthat we can'tprovide taxadviceCompletebankverificationGuide aclient toInvestingEducationtabHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameTake aprospect callthat endswith the clientjoining VGSpeak toa clientcalledKarenTake a callfrom a clientlooking for adifferentVanguardCompletean FPOCsuccessfullyExceedyour team'sCPSHtargetHelp a clientwho has leftISA paymentsuntil the finaldayDeal with aclient who hasan accountvalue of £1m+Receiverecognitionfrom anothercrew member(recognitionboard)Speakabout JohnBogle witha clientHelp aclientcalledBrianConvert anXO accountto managedinstead ofoffboardingGet a 5*Trust PilotReviewHelp a clientmaximisetheir ISAallowanceHelp aclient bornbefore1940ACW lessthan 30secondsfor the dayTell a clientthat we can'tprovide taxadviceCompletebankverificationGuide aclient toInvestingEducationtabHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameTake aprospect callthat endswith the clientjoining VGSpeak toa clientcalledKarenTake a callfrom a clientlooking for adifferentVanguardCompletean FPOCsuccessfullyExceedyour team'sCPSHtargetHelp a clientwho has leftISA paymentsuntil the finaldayDeal with aclient who hasan accountvalue of £1m+Receiverecognitionfrom anothercrew member(recognitionboard)Speakabout JohnBogle witha clientHelp aclientcalledBrianConvert anXO accountto managedinstead ofoffboardingGet a 5*Trust PilotReviewHelp a clientmaximisetheir ISAallowance

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