Research report redaction is the removal of personal data from investment research governed by UK MiFIR and FCA COBS. Those rules set conduct and disclosure duties for research. anonym.plus marks each contact and name on your machine, so the analysis stays whole while private data goes.
When this applies
A note lists the analyst's direct line and names sources interviewed for it. You trim those contacts before the piece is distributed.
How anonym.plus handles it
- Open the note in anonym.plus on your device.
- Local OCR reads any scanned appendix.
- The tool flags names, emails, and phone numbers.
- Keep the ratings, targets, and disclosures intact.
- Swap or black out the confirmed contacts.
- Save the clean note locally.
What you need to provide
- The note (PDF, DOCX, or scan).
- An operator (Replace keeps the analysis readable).
- Optional allow-list for required disclosures.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | analyst S. Lindqvist → [ANALYST] |
| Names | PERSON | named source → [SOURCE] |
| Contact | EMAIL_ADDRESS | desk@example.co.uk → [EMAIL] |
| Contact | PHONE_NUMBER | +44 20 7946 0331 → [PHONE] |
| Organization | ORGANIZATION | covered firm → [ISSUER] |
| Money | MONEY | target 120p → [TARGET] |
Compliance achieved
- Supports research conduct under UK MiFIR and FCA COBS.
- Keeps the required disclosures the conduct rules expect.
- Offline work keeps the note on your machine.
Anonymise research reports offline — see plans & start free →
Limitations & cautions
COBS also governs research independence and disclosure, which the tool does not assess. It removes personal data only. A compliance reviewer must still check those duties.
Frequently asked questions
Does the tool check research independence?
No. It removes personal data only. The independence and disclosure rules in COBS are a review task for your compliance team.
Will the rating and target survive?
Yes. Allow-list them. Only personal identifiers, like a source or a direct line, are flagged for removal.
Is the note uploaded for processing?
No. The app runs offline, so the analysis stays on your device.