Are Morningstar Investor subscriptions available to retail investors in New Zealand?
Morningstar Investor subscriptions are not available to retail (individual) investors in New Zealand due to regulatory requirements. This restriction is in place to comply with New Zealand's financial regulations. However, there are exceptions under specific circumstances:
Wholesale Investors: Individuals or entities that qualify as wholesale investors under New Zealand law may be eligible for access.
Professional or Institutional Investors: Subscriptions may also be available to those subscribing in a professional or adviser capacity, or as institutional investors.
If you are a New Zealand resident and believe you may qualify under one of these exceptions, we recommend consulting with Morningstar Investor's support team or reviewing the relevant regulatory guidelines to confirm your eligibility. For further assistance or inquiries, please contact Morningstar Investor's customer support team.