Roadshow document redaction is the removal of personal data from marketing material governed by MiFID II. The directive (Dir. 2014/65/EU) sets conduct rules for such communications. anonym.plus marks each contact and name on your device, so the pitch stays clear while private data goes.
When this applies
A deck and its notes name management and list direct contacts for follow-up. You trim those before the material circulates to many clients.
How anonym.plus handles it
- Open the deck and notes in anonym.plus on your device.
- Local OCR reads scanned handouts.
- The tool flags names, emails, and phone numbers.
- Keep the figures and disclosures the pitch needs.
- Swap or black out the confirmed contacts.
- Save the clean material locally.
What you need to provide
- The deck and speaker notes (PDF, PPTX export, DOCX).
- An operator (Replace keeps the pitch readable).
- Optional batch for a deck plus handouts.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | CEO J. Park → [EXECUTIVE] |
| Contact | EMAIL_ADDRESS | ir@example.com → [EMAIL] |
| Contact | PHONE_NUMBER | +44 20 7946 → [PHONE] |
| Financial | MONEY | target EUR 50m → [AMOUNT] |
| Organization | ORGANIZATION | lead bank → [BANK] |
| Location | LOCATION | HQ city → [CITY] |
Compliance achieved
- Supports conduct duties under MiFID II (Dir. 2014/65/EU).
- Shields direct contacts before wide distribution.
- Offline work keeps the material on your machine.
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Limitations & cautions
MiFID II also governs fair, clear, not-misleading content, which the tool does not assess. It removes personal data only. A compliance reviewer must still check the substance of the pitch.
Frequently asked questions
Does the tool review the marketing content for fairness?
No. It removes personal data only. MiFID II's fair-and-clear standard is a review task for your compliance team.
Can I clean a deck and its handouts together?
Yes. Batch mode handles up to 20 files in one local run, with OCR for scans.
Is the material sent anywhere?
No. The app runs offline, so the pitch stays on your device until you share it.