Roadshow document redaction is the removal of personal data from pitch material and the logs that surround it. Content must be fair, clear and not misleading under FCA COBS 4.2.1R, and a wall-crossed pre-sounding is a market sounding governed by UK MAR Art. 11, with its own consent, warning and record duties. 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 the sounding log lists every investor contacted, with direct lines for follow-up. You trim those before the material circulates beyond the deal team.
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 | chief exec J. Whitfield → [EXECUTIVE] |
| Contact | EMAIL_ADDRESS | ir@example.co.uk → [EMAIL] |
| Contact | PHONE_NUMBER | +44 20 7946 0958 → [PHONE] |
| Money | MONEY | target £50m → [AMOUNT] |
| Organization | ORGANIZATION | lead bank → [BANK] |
| Location | LOCATION | HQ town → [CITY] |
Compliance achieved
- A wall-crossed pre-sounding is a market sounding: UK MAR Art. 11 sets the consent, warning and record duties, and those records run for five years.
- Content must stay fair, clear and not misleading under FCA COBS 4.2.1R — a conduct review the tool does not perform.
- Who may lawfully receive the deck is decided by FSMA 2000 s.21 and the Financial Promotion Order 2005, not by redaction.
- Analyst access and connected research in an IPO follow the underwriting and placing rules in FCA COBS 11A.
- Offline work keeps the deck and the sounding log on your own machine.
Anonymise roadshow materials offline — see plans & start free →
Limitations & cautions
COBS 4.2.1R governs fair, clear and not misleading content, which the tool does not assess — it removes personal data only. Keep the master sounding record intact; UK MAR Art. 11 requires it, and only the circulated copy should be cleaned.
Frequently asked questions
Does the tool review the marketing content for fairness?
No. It removes personal data only. The fair, clear and not misleading standard in COBS 4.2.1R is a review task for your compliance team.
Can I redact the market-sounding log?
Only a shared copy. UK MAR Art. 11 requires the disclosing party to keep the sounding records, including who was contacted and when, for five years.
Is the material sent anywhere?
No. The app runs offline, so the pitch stays on your device until you share it.