Completean FPOCsuccessfullyHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameHelp a clientmaximisetheir ISAallowanceSpeak toa clientcalledKarenConvert anXO accountto managedinstead ofoffboardingSpeakabout JohnBogle witha clientHelp a clientwho has leftISA paymentsuntil the finaldayCompletebankverificationGet a 5*Trust PilotReviewTell a clientthat we can'tprovide taxadviceHelp aclient bornbefore1940Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayReceiverecognitionfrom anothercrew member(recognitionboard)Help aclientcalledBrianTake aprospect callthat endswith the clientjoining VGGuide aclient toInvestingEducationtabExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguardCompletean FPOCsuccessfullyHelp aclientprocess aBed & ISAHelp a clientwith asummer-related nameHelp a clientmaximisetheir ISAallowanceSpeak toa clientcalledKarenConvert anXO accountto managedinstead ofoffboardingSpeakabout JohnBogle witha clientHelp a clientwho has leftISA paymentsuntil the finaldayCompletebankverificationGet a 5*Trust PilotReviewTell a clientthat we can'tprovide taxadviceHelp aclient bornbefore1940Deal with aclient who hasan accountvalue of £1m+ACW lessthan 30secondsfor the dayReceiverecognitionfrom anothercrew member(recognitionboard)Help aclientcalledBrianTake aprospect callthat endswith the clientjoining VGGuide aclient toInvestingEducationtabExceedyour team'sCPSHtargetTake a callfrom a clientlooking for adifferentVanguard

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