Help a clientmaximisetheir ISAallowanceExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameGuide aclient toInvestingEducationtabCompletebankverificationCompletean FPOCsuccessfullySpeakabout JohnBogle witha clientReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayHelp aclient bornbefore1940Take aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceHelp aclientcalledBrianSpeak toa clientcalledKarenGet a 5*Trust PilotReviewACW lessthan 30secondsfor the dayHelp a clientmaximisetheir ISAallowanceExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameGuide aclient toInvestingEducationtabCompletebankverificationCompletean FPOCsuccessfullySpeakabout JohnBogle witha clientReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+Help a clientwho has leftISA paymentsuntil the finaldayHelp aclient bornbefore1940Take aprospect callthat endswith the clientjoining VGTell a clientthat we can'tprovide taxadviceHelp aclientcalledBrianSpeak toa clientcalledKarenGet a 5*Trust PilotReviewACW lessthan 30secondsfor the day

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