Deal with aclient who hasan accountvalue of £1m+Help aclientcalledBrianHelp a clientwith asummer-related nameCompletebankverificationExceedyour team'sCPSHtargetGet a 5*Trust PilotReviewReceiverecognitionfrom anothercrew member(recognitionboard)Speak toa clientcalledKarenTell a clientthat we can'tprovide taxadviceTake aprospect callthat endswith the clientjoining VGConvert anXO accountto managedinstead ofoffboardingCompletean FPOCsuccessfullyHelp a clientmaximisetheir ISAallowanceACW lessthan 30secondsfor the dayGuide aclient toInvestingEducationtabSpeakabout JohnBogle witha clientHelp aclient bornbefore1940Help a clientwho has leftISA paymentsuntil the finaldayTake a callfrom a clientlooking for adifferentVanguardHelp aclientprocess aBed & ISADeal with aclient who hasan accountvalue of £1m+Help aclientcalledBrianHelp a clientwith asummer-related nameCompletebankverificationExceedyour team'sCPSHtargetGet a 5*Trust PilotReviewReceiverecognitionfrom anothercrew member(recognitionboard)Speak toa clientcalledKarenTell a clientthat we can'tprovide taxadviceTake aprospect callthat endswith the clientjoining VGConvert anXO accountto managedinstead ofoffboardingCompletean FPOCsuccessfullyHelp a clientmaximisetheir ISAallowanceACW lessthan 30secondsfor the dayGuide aclient toInvestingEducationtabSpeakabout JohnBogle witha clientHelp aclient bornbefore1940Help a clientwho has leftISA paymentsuntil the finaldayTake a callfrom a clientlooking for adifferentVanguardHelp aclientprocess aBed & ISA

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