Help aclientprocess aBed & ISAExceedyour team'sCPSHtargetSpeakabout JohnBogle witha clientHelp aclient bornbefore1940Tell a clientthat we can'tprovide taxadviceSpeak toa clientcalledKarenCompletebankverificationHelp a clientmaximisetheir ISAallowanceGet a 5*Trust PilotReviewCompletean FPOCsuccessfullyConvert anXO accountto managedinstead ofoffboardingTake aprospect callthat endswith the clientjoining VGACW lessthan 30secondsfor the dayReceiverecognitionfrom anothercrew member(recognitionboard)Guide aclient toInvestingEducationtabHelp a clientwho has leftISA paymentsuntil the finaldayHelp a clientwith asummer-related nameTake a callfrom a clientlooking for adifferentVanguardDeal with aclient who hasan accountvalue of £1m+Help aclientcalledBrianHelp aclientprocess aBed & ISAExceedyour team'sCPSHtargetSpeakabout JohnBogle witha clientHelp aclient bornbefore1940Tell a clientthat we can'tprovide taxadviceSpeak toa clientcalledKarenCompletebankverificationHelp a clientmaximisetheir ISAallowanceGet a 5*Trust PilotReviewCompletean FPOCsuccessfullyConvert anXO accountto managedinstead ofoffboardingTake aprospect callthat endswith the clientjoining VGACW lessthan 30secondsfor the dayReceiverecognitionfrom anothercrew member(recognitionboard)Guide aclient toInvestingEducationtabHelp a clientwho has leftISA paymentsuntil the finaldayHelp a clientwith asummer-related nameTake a callfrom a clientlooking for adifferentVanguardDeal with aclient who hasan accountvalue of £1m+Help 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.


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