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Ethics Hotline
Morningstar has established a confidential Ethics Hotline to report any complaints or concerns about ethics violations, including accounting irregularities, financial misstatements, problems with internal accounting controls, or non-compliance with external rules and regulations.

The Morningstar Ethics Hotline is operated by Global Compliance, an independent company that is not affiliated with Morningstar. The hotline is available 24 hours a day, seven days a week.

Anyone may make a confidential, anonymous report by calling the hotline toll free at these global phone numbers:

U.S. and Canada: +1 800 555 8316
Australia: 800 14 1924
Brazil: 0 800 890 0288 – then enter: 800 555 8316
Brazil (mobile):0 800 888 8288 – then enter: 800 555 8316
Chile: 800 800 288 – then enter: 800 555 8316
China: 40 088 11462
Denmark: 800 100 10 – then enter: 800 555 8316
France: 0800 90 1703
Germany: 0800 187 3586
Hong Kong: 800 962 881
India: 000 800 100 1075
Italy: 800 788340
Japan: 00531 11 0170
Korea: 00 729 11 - then enter: 800 555 8316
Luxembourg: 800 201 11 – then enter: 800 555 8316
Mexico: 001 800 658 5454 – then enter: 800 555 8316
The Netherlands: 0 800 022 9111 - then enter: 800 555 8316
New Zealand: 0800 450464
Norway: 800 190 11 - then enter: 800 555 8316
Singapore: 800 011 1111 - then enter: 800 555 8316
South Africa: 0 800 99 0123 – then enter: 800 555 8316
Sweden: 020 799 111 – then enter: 800 555 8316
Spain: 900 97 1031
Switzerland: 0 800 89 0011 - then enter: 800 555 8316
Taiwan: 00 801 102 880 - then enter: 800 555 8316
Thailand: 001 800 11 008 3246
United Arab Emirates: 8000 21 – then enter: 800 555 8316
U.K.: 0808 234 7051

To submit a report, visit www.integrity-helpline.com/morn.jsp
To submit a report in Germany or France, visit www.financial-integrity.com/morneu.jsp
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