Morningstar, Inc., its Affiliates and Group Companies (individually and collectively, “Morningstar”) are committed to safeguarding your privacy.
In this Policy we set out how we use personal information, with whom we might share it, the means by which we keep it secure, and the choices you have about the information you choose to share with us.
Personal Information we collect and what we use it for
We collect limited personal information such as name, email and in some cases your IP address, phone number and physical address from you as an authorized user or contact for our products and services and in some cases where you are paying for a subscription service we will collect credit card or payment details.
What we use it for
We use the personal information to administer and support the contracts we have with you/authorized users of our products and services you are obtaining from us. We use this information for the purpose of providing updates about these products and services, dealing with support, billing and inquiries and providing information about other products and services that may be if interest to you.
If you are accessing a Site to learn more about Morningstar and our products and services inquire about employment with a Morningstar company, subscribe to web services or access our research, the information we collect may include your name, physical and email addresses, and phone number(s) via one or more online registration forms. If you are subscribing to a web service with a subscription fee we also collect credit card or other payment details.
What we use it for
On our websites, we use the personal information (and any preferences indicated by you, where appropriate) to make available to you the investment information, tools and other requested information, free product trial, communication with sales, content or research, or information pertaining to a job posting you have requested. In some cases, we use the personal information to provide you on our Site with targeted third-party advertisements which may be of interest to you based on any preferences you have indicated in your registration form(s).
Links to other websites
Morningstar may provide links to one or more other third-party websites from the Sites. We encourage you to read those website’s individual privacy policies before providing any of Your personal information to them.
We collect limited personal information such as name, email and in some cases your IP address, phone number and postal business address from you as authorized users or contacts for our products and services.
What we use it for
We use the personal information to administer and support the contracts we have with you. We also use this information to contact you for dealing with support, billing and inquiries about your products and services.
If you are accessing a Site to inquire about employment with a Morningstar company, the information may include, but is not limited to: your name, physical and email addresses, and phone number(s) and if you are submitting an employment application and related information through the Site, your user name/password and any additional employment-related information that you choose to provide.
What we use it for
We use this information to process and manage your application for employment with Morningstar.
Personal information uploaded by clients or subscribers to Morningstar online tools or hosted solutions
Some Morningstar tools or hosted solutions allow you to upload personal and other information about your employees, clients or other third parties into your instance of the tool or solution. In such cases you should therefore ensure you are compliant with the relevant local data protection regulations in respect of the personal information you input into the online tool. When you terminate your subscription or request that your personal data is deleted Morningstar will delete your instance of the tool including all of the information contained within it. Morningstar has no access to the personal data you upload into the tools and it is your obligation to ensure you have a backup of the data you have uploaded. Further information on your use of the tool and hosted solutions are set out in the Terms and Conditions and the relevant Product guide.
Personal information, how long do we keep it for?
Morningstar retains personal information only for as long as necessary for the uses we have set out above. Individual jurisdictions have different tax, accounting, regulatory and legal retention requirements and Morningstar is bound to keep certain personal information in accordance with these local requirements.
Personal Information: How we store and process it
All personal information we gather from you may be processed and stored in any one of our Group Company locations and may subsequently be transferred to other countries for further processing, storage, and/or use by Morningstar. Our staff who need to access personal information to perform their roles will have access to it and have agreed to comply with Morningstar’s policies on data protection.
Morningstar uses a small number of third parties to provide systems and software for its administrative functions, such as sales processing, accounting / finance management and procurement. In such cases Morningstar remains controller of the personal information, the third parties only process the data in accordance with our instructions and we are responsible for ensuring such third parties are compliant with all applicable data protection regulations in relation to their processing activities.
Protection of your personal information
We have technical, security and organisational measures in place, (and require our service providers do so as well), to protect against unauthorized access to, or unauthorized alteration, disclosure, or destruction of personal information. The measures we use are appropriate to the nature, scope and purpose for which we use the personal information we collect. These measures include internal reviews of our data collection, storage, and processing practices and security measures, as well as physical security measures to guard against unauthorized access to systems where we store personal data. We have recently updated our processes to ensure we can comply with data subject requests as required under applicable law, to address complaints and comply with breach reporting procedures and incident management plans.
Morningstar operates secure data networks protected by industry-standard firewall and password protection systems. Our security and privacy policies are periodically reviewed and enhanced as necessary and only authorized individuals have access to the information provided.
How to update your personal information or make a data subject request
If you need to update your preferences or information or make a data subject request, you need only email us at email@example.com or follow the instructions contained in any email we have sent to you to unsubscribe or change your preferences.
If you need to update your information or make a data subject request, please email us either at the local contact details set out in the supplemental local policies on your local website or at firstname.lastname@example.org in the first instance and we will direct your enquiries to the appropriate team within Morningstar to action.
Questions related to your personal information submitted as an application for employment inquiries you’ve made or job applications you’ve submitted should be sent to: AskHR@morningstar.com.
What about children’s privacy?
Morningstar does not separately identify, or collect, any information that is specific to children.
Data Subject Requests
Certain local regulations grant individuals in those locations certain rights in respect of their personal information held by companies. If you wish to make a Data Subject Request, You should contact email@example.com in the first instance and your email will be directed to the correct Morningstar team to take action with respect to your request.
Your consent to collection and use of personal data