Morningstar US Investor Service 

Session overview: 

Since the implementation of FATCA legislation in July 2014, many UK investment platforms have shut down or frozen accounts belonging to US Persons due to complex IRS reporting requirements. This can force affected investors to liquidate assets, risking financial losses and the loss of valuable tax-free allowances like ISAs. An alternative is to transfer to a platform that accommodates US-connected individuals, ensuring continued tax benefits and uninterrupted investment management.  
 
Join Chris Dolan, Business Development Manager, and Michael Langton, Regional Head for Jersey to understand how Morningstar Wealth can help support both your existing, and any new, US connected clients.  

Learning Outcomes: 

  • An overview of Morningstar’s US investor service  
  • Why our qualified intermediary (QI) status with the IRS can help you support your US connected clients  
  • Ways the Morningstar Wealth Platform can support you and your business
Important Information

2025 Morningstar. All Rights Reserved. The Morningstar name and logo are registered trademarks of Morningstar, Inc. The content on this website includes proprietary materials of Morningstar. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar is prohibited.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management Europe Limited cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website.

Morningstar Investment Management Europe Limited is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients and and is the entity providing the investment management services. Registered Office: 1 Oliver’s Yard, 55-71 City Road, London, EC1Y 1HQ. Registered in England under company number: 05732689.  Morningstar’s fund research and rating activities are not undertaken by Morningstar Investment Management Europe and as such, are not regulated by the UK Financial Conduct Authority. Morningstar Managed Portfolios can only be made available through the use of Financial Advisers and other relevant intermediaries appropriately authorised and regulated by the Financial Conduct Authority or equivalent financial regulatory authorities.