Speak toa clientcalledKarenTake a callfrom a clientlooking for adifferentVanguardCompletebankverificationSpeakabout JohnBogle witha clientReceiverecognitionfrom anothercrew member(recognitionboard)Help aclient bornbefore1940Help aclientcalledBrianHelp a clientwith asummer-related nameHelp a clientmaximisetheir ISAallowanceGet a 5*Trust PilotReviewDeal with aclient who hasan accountvalue of £1m+Exceedyour team'sCPSHtargetGuide aclient toInvestingEducationtabConvert anXO accountto managedinstead ofoffboardingTake aprospect callthat endswith the clientjoining VGHelp aclientprocess aBed & ISAHelp a clientwho has leftISA paymentsuntil the finaldayACW lessthan 30secondsfor the dayTell a clientthat we can'tprovide taxadviceCompletean FPOCsuccessfullySpeak toa clientcalledKarenTake a callfrom a clientlooking for adifferentVanguardCompletebankverificationSpeakabout JohnBogle witha clientReceiverecognitionfrom anothercrew member(recognitionboard)Help aclient bornbefore1940Help aclientcalledBrianHelp a clientwith asummer-related nameHelp a clientmaximisetheir ISAallowanceGet a 5*Trust PilotReviewDeal with aclient who hasan accountvalue of £1m+Exceedyour team'sCPSHtargetGuide aclient toInvestingEducationtabConvert anXO accountto managedinstead ofoffboardingTake aprospect callthat endswith the clientjoining VGHelp aclientprocess aBed & ISAHelp a clientwho has leftISA paymentsuntil the finaldayACW lessthan 30secondsfor the dayTell a clientthat we can'tprovide taxadviceCompletean FPOCsuccessfully

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