List of Regulated Entities
The following are regulated entities that fall under the Morningstar Wealth EMEA
In the UK, Morningstar Wealth compromises of the following entities authorised and regulated by the Financial Conduct Authority: Morningstar Wealth Administration Limited (FRN 463566) authorised to provide services to Professional and Retail clients; Morningstar Investment Management Europe Limited (FRN 449468) and Smart Investment Management Limited (FRN 627829) are authorised to provide services to Professional clients; and Morningstar Wealth Retirement Services Limited (FRN 462660) authorised to provide services to Retail clients. The registered office for the entities is 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ, England. See http://www.fca.org.uk/register for more details.
In Jersey, Morningstar Wealth International Ltd (Company Number: 107624) is domiciled in Jersey and authorised to provide services to Retail clients, registered at 3rd Floor East, Salisbury House, 1-9 Union Street, St Helier, JE2 3RF and is regulated under the Financial Service (Jersey) Law 1998 by the Jersey Financial Services Commission for the conduct of investment business in Jersey. See http://www.jerseyfsc.org for more details.
In Dubai, Morningstar Wealth Administration Limited (Dubai Branch) (Company Number CL5225) is regulated by the Dubai Financial Services Authority (Reference Number F005042). Registered address Unit 601-603, Level 6, Innovation One DIFC, PO Box 507343, Dubai, UAE See https://www.dfsa.ae/public-register/firms for more details.
In Europe, Morningstar Investment Consulting France is authorised and regulated by the French Autorité de contrôle prudentiel et de résolution (ACPR) as a financial investment adviser (CIB 15383). SAS with a capital of 2 895 985 euros - RCS Paris 441 812 674 - APE 7022Z. Registered office: 52 rue de la Victoire 75009 Paris. Authorised to provide services to Professional clients.
For further information, please refer to https://morningstarwealthplatform.com/en-uk/about-us/ and https://www.morningstar.com/en-uk/products/morningstar-managed-portfolios
List of Products
The following products are offered by Morningstar Wealth:
- Morningstar Multi-Asset Funds
- Morningstar Managed Portfolios
- Morningstar Wealth Platform
- Wealthcraft
- Morningstar Adviser Workstation
- FinaMetrica
More information about Morningstar Wealth products can be found here https://www.morningstar.com/en-uk/products/wealth