Speak toa clientcalledKarenHelp aclient bornbefore1940Guide aclient toInvestingEducationtabHelp a clientmaximisetheir ISAallowanceHelp a clientwho has leftISA paymentsuntil the finaldayGet a 5*Trust PilotReviewDeal with aclient who hasan accountvalue of £1m+Take aprospect callthat endswith the clientjoining VGHelp a clientwith asummer-related nameTell a clientthat we can'tprovide taxadviceExceedyour team'sCPSHtargetACW lessthan 30secondsfor the dayHelp aclientprocess aBed & ISASpeakabout JohnBogle witha clientTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingCompletean FPOCsuccessfullyHelp aclientcalledBrianCompletebankverificationReceiverecognitionfrom anothercrew member(recognitionboard)Speak toa clientcalledKarenHelp aclient bornbefore1940Guide aclient toInvestingEducationtabHelp a clientmaximisetheir ISAallowanceHelp a clientwho has leftISA paymentsuntil the finaldayGet a 5*Trust PilotReviewDeal with aclient who hasan accountvalue of £1m+Take aprospect callthat endswith the clientjoining VGHelp a clientwith asummer-related nameTell a clientthat we can'tprovide taxadviceExceedyour team'sCPSHtargetACW lessthan 30secondsfor the dayHelp aclientprocess aBed & ISASpeakabout JohnBogle witha clientTake a callfrom a clientlooking for adifferentVanguardConvert anXO accountto managedinstead ofoffboardingCompletean FPOCsuccessfullyHelp aclientcalledBrianCompletebankverificationReceiverecognitionfrom anothercrew member(recognitionboard)

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