Performance Report Redaction with anonym.plus

Finance Solution · Wealth & Asset Management · SEC Reg S-P (17 CFR 248)

Performance report redaction is the removal of personal data from a returns summary under SEC Reg S-P (17 CFR 248). The Safeguards Rule asks a firm to protect nonpublic personal information. anonym.plus marks each identifier on your device, so the figures stay while the data goes.

When this applies

A returns summary pairs the owner's name with balances and gains. You trim the identity parts under Reg S-P before using it as a marketing sample.

How anonym.plus handles it

1. Open the summary in anonym.plus on your device.
2. Local OCR reads scanned chart pages.
3. The tool flags names, numbers, and contacts.
4. Keep the return percentages and benchmarks.
5. Swap or black out the marked items.
6. Save the clean copy locally.

What you need to provide

• The returns summary (PDF, DOCX, or scan).
• An operator (Replace keeps the figures readable).
• Optional allow-list for benchmark names.

PII & financial identifiers detected

Compliance achieved

• Supports the safeguard duty under SEC Reg S-P (17 CFR 248).
• Keeps return percentages and benchmarks for analysis.
• Offline work keeps holder data off any server.

Limitations & cautions

A standout return paired with a date can hint at one investor. The tool flags named items, not every clue. Anonymize a real return before you use it as a public sample.