Help a clientwith asummer-related nameSpeakabout JohnBogle witha clientCompletean FPOCsuccessfullyHelp a clientmaximisetheir ISAallowanceConvert anXO accountto managedinstead ofoffboardingACW lessthan 30secondsfor the dayHelp aclientcalledBrianDeal with aclient who hasan accountvalue of £1m+Speak toa clientcalledKarenExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguardHelp a clientwho has leftISA paymentsuntil the finaldayReceiverecognitionfrom anothercrew member(recognitionboard)Tell a clientthat we can'tprovide taxadviceGet a 5*Trust PilotReviewHelp aclient bornbefore1940CompletebankverificationGuide aclient toInvestingEducationtabHelp aclientprocess aBed & ISATake aprospect callthat endswith the clientjoining VGHelp a clientwith asummer-related nameSpeakabout JohnBogle witha clientCompletean FPOCsuccessfullyHelp a clientmaximisetheir ISAallowanceConvert anXO accountto managedinstead ofoffboardingACW lessthan 30secondsfor the dayHelp aclientcalledBrianDeal with aclient who hasan accountvalue of £1m+Speak toa clientcalledKarenExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguardHelp a clientwho has leftISA paymentsuntil the finaldayReceiverecognitionfrom anothercrew member(recognitionboard)Tell a clientthat we can'tprovide taxadviceGet a 5*Trust PilotReviewHelp aclient bornbefore1940CompletebankverificationGuide aclient toInvestingEducationtabHelp aclientprocess aBed & ISATake aprospect callthat endswith the clientjoining VG

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