Take aprospect callthat endswith the clientjoining VGConvert anXO accountto managedinstead ofoffboardingTell a clientthat we can'tprovide taxadviceCompletebankverificationGuide aclient toInvestingEducationtabHelp a clientwith asummer-related nameCompletean FPOCsuccessfullyTake a callfrom a clientlooking for adifferentVanguardReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayHelp aclient bornbefore1940Help a clientwho has leftISA paymentsuntil the finaldaySpeak toa clientcalledKarenGet a 5*Trust PilotReviewHelp a clientmaximisetheir ISAallowanceHelp aclientprocess aBed & ISASpeakabout JohnBogle witha clientExceedyour team'sCPSHtargetHelp aclientcalledBrianTake aprospect callthat endswith the clientjoining VGConvert anXO accountto managedinstead ofoffboardingTell a clientthat we can'tprovide taxadviceCompletebankverificationGuide aclient toInvestingEducationtabHelp a clientwith asummer-related nameCompletean FPOCsuccessfullyTake a callfrom a clientlooking for adifferentVanguardReceiverecognitionfrom anothercrew member(recognitionboard)Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayHelp aclient bornbefore1940Help a clientwho has leftISA paymentsuntil the finaldaySpeak toa clientcalledKarenGet a 5*Trust PilotReviewHelp a clientmaximisetheir ISAallowanceHelp aclientprocess aBed & ISASpeakabout JohnBogle witha clientExceedyour team'sCPSHtargetHelp aclientcalledBrian

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Take a prospect call that ends with the client joining VG
  2. Convert an XO account to managed instead of offboarding
  3. Tell a client that we can't provide tax advice
  4. Complete bank verification
  5. Guide a client to Investing Education tab
  6. Help a client with a summer-related name
  7. Complete an FPOC successfully
  8. Take a call from a client looking for a different Vanguard
  9. Receive recognition from another crew member (recognition board)
  10. Deal with a client who has an account value of £1m+
  11. ACW less than 30 seconds for the day
  12. Help a client born before 1940
  13. Help a client who has left ISA payments until the final day
  14. Speak to a client called Karen
  15. Get a 5* Trust Pilot Review
  16. Help a client maximise their ISA allowance
  17. Help a client process a Bed & ISA
  18. Speak about John Bogle with a client
  20. Exceed your team's CPSH target
  24. Help a client called Brian