Societe targets advisers with structured challenge

Societe targets advisers with structured challenge

Financial services group Societe Generale has launched a structured product challenge for UK-based financial advisers and planners, to encourage them to run a portfolio of such plans.

The aim of the challenge is to give advisers a real-life experience of managing a portfolio of structured products, especially if advisers have not previously recommended them to clients. The challenge is CPD-accredited, so participants will earn their points for taking part.

At the start of the challenge, participants will have £50,000 in virtual funds to invest across the first tranche of UK Four Investment Plans.

Each week new plans will launch and old plans will mature. The skill is in choosing when to invest, and what to do with any profits paid out.

The challenge will run for 12 weeks from 13 April. The player with the highest portfolio value on 29 June 2015 will win the Rugby World Cup 2015 weekend for two people, including two night’s hotel stay, a Michelin star dinner and two tickets to see England play Australia at Twickenham. Second and third prize winners will get a similar package, attending different matches.

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Adviser view

Prospective participant Ian Lowes, Newcastle-based founder of, said: “Obviously with any such competitions there is a risk that participants will invest with a view to winning without the real life implications normally associated with losing or getting things wrong. Therefore, in participating I am likely to adopt a different approach than I would with a client’s portfolio or even my own.”