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Terms and Conditions


This Site and all associated pages are operated by Morningstar Australasia Pty Limited ABN 95 090 665 544; Australian Financial Services Licence no. 240892, a wholly owned subsidiary of Morningstar Inc.

This site and associated pages are directed and intended for users located in Australia.

These Terms and Conditions apply to your use of any information contained herein.

All material is for information only unless otherwise stated. The material on this Site and in the products should be viewed as an additional investment resource, not as your sole source of information.

1. What you are allowed to do

You may:

  1. browse the Site and view the information on it for private, non-commercial use only;
  2. print off pages from the Site to the extent reasonably necessary for your use of the Site in accordance with the above.

provided that at all times you:

  • do not do any of the things set out in clause 2 and,
  • if you have joined as a Member, comply with clauses 3 and 4.

2. What you are not allowed to do

Subject to these terms and conditions, you may not:

  1. systematically copy (whether by printing off onto paper, storing on disk or in any other way) substantial parts of the Site or otherwise use any material contained on the Site except as set out in these terms and conditions;
  2. remove, change or obscure in any way anything on the Site;
  3. reproduce, retransmit, disseminate, sell, publish, or broadcast any material contained on the Site, or use anything available from the Site in connection with creating, promoting, trading, or marketing investment products without the express written consent of Morningstar Australasia Pty Ltd and/or its information providers (as relevant); or
  4. use any material from the Site for unlawful purposes;

and you shall comply with all applicable laws, statutes and regulations at all times.

Any materials downloaded in breach of these conditions remain the property of, and you agree to provide all and any necessary information to allow to recover its property.

3. Free Trials

As a member of, you will be able to access a single free trial of any of a number of the subscription (paid for) services and products makes available. Morningstar is licensed to provide our subscription service to Australian residents only.

It is an express condition of your membership that you will only access one free trial of any specific product or service. Any attempt by you as an individual or on anyone’s behalf to access more than one free trial of any specific product or service will be a breach of these terms and access to any part of may then be denied to you without notice.

Any materials downloaded through a free trial in breach of these conditions remain the property of, and you agree to provide all and any necessary information to allow to recover its property.

4. Changes to your Membership

If you have any questions or want to modify the terms or your membership please contact Customer Service on: phone 1800 03 44 55 within Australia, 0800 888 363 New Zealand, or if calling from overseas +61 2 9276 4455 or email:

5. Privacy Statement and Collection Notice

Morningstar Australasia Pty Limited ABN 95 090 665 544 collects, processes and handles personal and related information that individuals give us online and in other ways so as to provide a range of general investment and research services and tools.

Such personal information may include your name, your contact details (such as street and e-mail address and telephone number), demographic information such as age bracket or investor type and your banking or credit card details, and personal website usage information, including cookies and other information about your computer, device and browser. We may ask you for a password and for related information regarding your security holdings when you use certain tools. If you do not provide us with the personal or related information we require, we may not be able to provide you with our services.

These services include administering your account, answering your inquiries, authenticating you when you use our online services, diagnosing website problems and administering our website. We may also use your personal information to provide you with information about other products and services that we, our related companies or our advertisers/marketing partners offer from time to time (direct marketing) or to advertise our services to you (through our providers such as Google) when you visit other websites.

We may also use cookies to recognise your device and your user preferences, gather basic tracking information (such as date, time of visit and preferences), and monitor the presentation of our site. This information allows us to personalise your experience and improve the quality of our site and our information on third party sites.

We use analytical cookies, which allow us to recognise and count the number of users on our website and understand how users interact with our website. These insights allow us to improve website content and features to enhance user experience.

We also use cookies to know whether you are logged in to our site, recognise the products and services you subscribe to, remember your preferences, and show you advertisements relevant to your interests. Advertisers on the website may also deploy cookies and web beacon technology to measure and improve the effectiveness of advertising for their clients.

If you do not want us to collect cookies, you may set your browser to block cookies, or to indicate when a cookie is being set by us. You may also opt out of cookies on the Network Advertising Initiative opt-out page. However, many of our services may not function properly if your cookies are disabled. If you do not wish to receive marketing material, please contact us on 1800 03 44 55 or by email:

We may disclose your personal information to our affiliated companies, that can assist us with functions relating to our business activities.

Morningstar ANZ’s related companies include our parent company Morningstar, Inc. in the United States and related companies worldwide through wholly owned or majority-owned operating subsidiaries located in: Brazil, Canada, Chile, Denmark, France, Germany, India, Italy, Japan, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, People’s Republic of China (both Hong Kong and the mainland), Poland, Romania, Republic of China (Taiwan), Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Thailand, United Arab Emirates, and the United Kingdom.

It may be necessary for our third-party service providers to access your personal information in order to perform contractually specified services on our behalf. We will take all commercially reasonable steps (or otherwise required by applicable privacy law) to prevent unauthorised use or disclosure of your personal Information in such circumstances.

For further information as to how you can access, correct and update your personal information and how Morningstar handles your privacy complaints please refer to Morningstar’s Privacy Policy or contact Morningstar’s Privacy Officer.

Privacy Officer
Morningstar Australasia
Level 3,
International Tower 1,
100 Barangaroo Avenue,
Barangaroo, NSW 2000, Australia
Phone: +61 2 9276 4444

6. Copyright and Disclaimer is an interactive online service containing information supplied by Morningstar and third parties. Your use of this service confirms your agreement to the Terms and Conditions. Information available through this service is in a form protected by copyright owned by either Morningstar or relevant third parties. Any unauthorised reproduction of this information is prohibited.

The information provided on is intended for general use only. The information presented does not take into account the investment objectives, financial situation or advisory needs of any particular person. To the extent that the service provides advice, this is general financial product advice only. Under no circumstances should investments be based solely on the information herein. Material from should be viewed as an additional investment resource, [not as your sole source of information]. For Australian subscribers, please refer to our Financial Services Guide for more details.

The views and information presented are sourced from publicly available information believed to be reliable but which we cannot necessarily verify. Our material may be withdrawn or changed at any time as other information becomes available to us. Morningstar is committed to bringing our subscribers accurate and timely company information. However, Morningstar does not assume responsibility or accept liability whatsoever, whether arising from negligence, accident or otherwise, for any error contained in the information or omission from it or for any recommendations listed in any of the publications or contained in pages of

If you have any queries please email at

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