Get a 5*Trust PilotReviewTake aprospect callthat endswith the clientjoining VGTake a callfrom a clientlooking for adifferentVanguardHelp aclientcalledBrianCompletean FPOCsuccessfullyHelp aclientprocess aBed & ISAACW lessthan 30secondsfor the dayCompletebankverificationExceedyour team'sCPSHtargetReceiverecognitionfrom anothercrew member(recognitionboard)Help a clientwho has leftISA paymentsuntil the finaldayHelp a clientwith asummer-related nameGuide aclient toInvestingEducationtabHelp a clientmaximisetheir ISAallowanceSpeak toa clientcalledKarenDeal with aclient who hasan accountvalue of £1m+Speakabout JohnBogle witha clientConvert anXO accountto managedinstead ofoffboardingHelp aclient bornbefore1940Tell a clientthat we can'tprovide taxadviceGet a 5*Trust PilotReviewTake aprospect callthat endswith the clientjoining VGTake a callfrom a clientlooking for adifferentVanguardHelp aclientcalledBrianCompletean FPOCsuccessfullyHelp aclientprocess aBed & ISAACW lessthan 30secondsfor the dayCompletebankverificationExceedyour team'sCPSHtargetReceiverecognitionfrom anothercrew member(recognitionboard)Help a clientwho has leftISA paymentsuntil the finaldayHelp a clientwith asummer-related nameGuide aclient toInvestingEducationtabHelp a clientmaximisetheir ISAallowanceSpeak toa clientcalledKarenDeal with aclient who hasan accountvalue of £1m+Speakabout JohnBogle witha clientConvert anXO accountto managedinstead ofoffboardingHelp aclient bornbefore1940Tell a clientthat we can'tprovide taxadvice

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