Morningstar Investment Management Europe Limited

• Principal Place of Business

  1 Oliver's Yard

  55-71 City Road

  London

  EC1Y 1HQ

  UNITED KINGDOM

  Phone

  +4402031070000

  Web

  https://www.morningstar.com/en-gb/products/morningstar-managed-portfolios

• Complaints Contact

  1 Oliver's Yard

  55-71 City Road

  London

  EC1Y 1HQ

  UNITED KINGDOM

  Phone

  +4402031941068

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Emma Morgan

  IRN EXO01182

  • CF30 Customer (4 Jul 2013 to 8 Dec 2019)
• Gavin Patrick Corr

  IRN GPC01032

  • [FCA CF] Client dealing (9 Dec 2019 to 22 Sep 2023)
  • CF30 Customer (18 Nov 2016 to 8 Dec 2019)
• Geoffrey Michael Balzano

  IRN GMB01176

  • CF1 Director (13 Dec 2011 to 3 Mar 2014)
• George William Gillingwater

  IRN GXG00250

  • [FCA CF] Client dealing (since 3 Apr 2023)
• Gillian Elizabeth Hutchison

  IRN GEH01027

  • CF30 Customer (12 Dec 2012 to 25 Jul 2013)
• Giovanni Parravicini

  IRN GXP00168

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Sep 2021)
• Jacqueline Beard

  IRN JXB01629

  • CF30 Customer (26 Jan 2009 to 8 Oct 2012)
• James Dudley Foster

  IRN JDF01092

  • CF30 Customer (1 Nov 2007 to 19 Mar 2009)
  • CF21 Investment Adviser (14 Sep 2006 to 31 Oct 2007)
  • CF27 Investment Management (14 Sep 2006 to 31 Oct 2007)
• James Roth Downing

  IRN JXD00589

  • SMF3 Executive Director (1 Jun 2022 to 15 Nov 2023)
• Jorge Marques Perales

  IRN JXM06839

  • CF30 Customer (3 Oct 2018 to 22 Jul 2019)

• Old Broad Street Research Limited (no longer appointed)

  FRN 447086 · Appointed 16 Nov 2011 · Until 5 Feb 2014

No changes recorded yet.