I would like to have our fund added to the Morningstar database. What is the process involved with that?
First of all, please send an email to helpdesk.au@morningstar.com specifically requesting fund activation. We will send you a fund activation form which you will be required to fill out and send back. In order to add funds to the Morningstar Australia Database, you will then need to include: 1) a PDF copy of the Product Disclosure Statement for the fund(s) registered in Australia together with the necessary IFSA-endorsed IMD forms 2) the name, title, e-mail address and phone number of the contact person for invoicing 3) the name, title, e-mail address and phone number of the data person responsible for providing this data on an on-going basis, and 4) confirmation of your acceptance of the fund maintenance and data distribution pricing We will keep you informed throughout the process of what’s happening with your request. Once the funds have been added to the Database, we will advise you of their Morningstar Tickers and one of our dedicated data analysts will continue to work with you t
