Investment Account Application Redaction with anonym.plus

Clear applicant data from a new-account form before it leaves the desk.

Account application redaction is the removal of personal data from a new-account form in line with FCA SYSC and UK GDPR. The systems-and-controls rules ask a firm to safeguard client records. anonym.plus marks each field on your device, so the form's structure stays while the data goes.

When this applies

A new-account form gathers the applicant's full identity in one place. You must trim that under SYSC before it travels to a vendor or auditor.

How anonym.plus handles it

  1. Open the form in anonym.plus on your device.
  2. Local OCR reads a scanned, signed page.
  3. The tool flags name, NINO, and contact fields.
  4. Confirm each flag and keep the product codes.
  5. Swap or black out the marked items.
  6. Save the clean copy locally.

What you need to provide

PII & financial identifiers detected

Categoryanonym.plus entity typeExample
NamesPERSONMarcus Lind → [APPLICANT]
IdentifiersUK_NINOQQ 41 29 08 B → [NINO]
FinancialUK_BANK_NUMBERfunding acct → [ACCOUNT]
DatesDATE_TIMEDOB 04/12/1982 → [DOB]
ContactPHONE_NUMBER+44 7700 900147 → [PHONE]
LocationLOCATIONhome address → [ADDRESS]

Compliance achieved

Anonymise account applications offline — see plans & start free →

Limitations & cautions

An intake form packs many identifiers close together. Faint scans lean on OCR, where a letter can be misread. Check the flags on image pages before you export.

Frequently asked questions

Which fields get flagged on an intake form?

Name, National Insurance number, date of birth, funding numbers, and contacts are the usual targets. The tool marks each so you can meet SYSC before sharing.

Can I re-link the applicant later?

Yes, if you keep the optional name map. Turn it off when you need true anonymity, since a stored map can re-identify a person under UK GDPR.

Is the form uploaded for processing?

No. The app is a 100% offline desktop tool, so the intake form stays on your device.