Shareholder Communication Redaction with anonym.plus

Clear holder data from a shareholder mailing before it is reused or shared.

Shareholder communication redaction is the removal of personal data from a holder mailing under GDPR Recital 26. The recital sets when data counts as anonymous. anonym.plus marks each name, address, and holding on your machine, so the message stays clear while holders go unnamed.

When this applies

A mailing merges holder names, addresses, and share counts into each letter. You strip those before the file is reused for analysis or archive.

How anonym.plus handles it

  1. Open the merged letters in anonym.plus on your device.
  2. Local OCR reads scanned response cards.
  3. The tool flags names, addresses, and holdings.
  4. Turn the name map off for a truly anonymous set.
  5. Swap or black out the confirmed entries.
  6. Save the clean letters locally.

What you need to provide

PII & financial identifiers detected

Categoryanonym.plus entity typeExample
NamesPERSONholder C. Devos → [HOLDER]
LocationLOCATIONmailing address → [ADDRESS]
FinancialMONEY1,200 shares → [HOLDING]
ContactEMAIL_ADDRESSholder@example.com → [EMAIL]
IdentifiersNATIONAL_IDinvestor ID → [ID]
DatesDATE_TIMErecord 04/2025 → [DATE]

Compliance achieved

Anonymize shareholder communications offline — see plans & start free →

Limitations & cautions

Recital 26 treats data as anonymous only if no one can re-identify it by likely means. A large, unusual holding can single out a person. Review outliers and keep the map off for true anonymity.

Frequently asked questions

When does a mailing count as anonymous under Recital 26?

When no one can re-identify a holder by any reasonably likely means. Turn the name map off and mask rare holdings, not only names.

Can I process a full mailing run at once?

Yes. Batch mode handles up to 20 files per run, with OCR for scanned cards.

Is the holder list uploaded?

No. The app is offline, so each holder's data stays on your device.