Investor questionnaire redaction is the removal of personal data from an appropriateness form in line with UK MiFIR and FCA COBS. The conduct rules ask a firm to gauge a respondent's knowledge. anonym.plus marks each identity field on your device, so the answers stay while the data goes.
When this applies
An appropriateness form pairs the respondent's identity with experience and income answers. You trim that identity under COBS before aggregation.
How anonym.plus handles it
- Open the form in anonym.plus on your device.
- Local OCR reads scanned questionnaire pages.
- The tool flags name, ID, and contact data.
- Keep the experience and knowledge answers.
- Swap or black out the marked items.
- Save the clean copy locally.
What you need to provide
- The questionnaire (PDF, DOCX, or scan).
- An operator (Replace keeps the answers readable).
- Optional batch for a survey wave.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | respondent E. Coster → [RESPONDENT] |
| Identifiers | UK_NINO | QQ 88 19 88 A → [NINO] |
| Money | MONEY | income £72,000 → [INCOME] |
| Dates | DATE_TIME | born 1988 → [DOB] |
| Contact | EMAIL_ADDRESS | e.coster@example.co.uk → [EMAIL] |
| Location | LOCATION | home address → [ADDRESS] |
Compliance achieved
- Aligns with the appropriateness rules under FCA COBS.
- Supports record duties under UK MiFIR.
- Keeps experience and knowledge answers for analysis.
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Limitations & cautions
An income band plus an age plus a town can single out a respondent. The tool flags named items, not every combination. Review free-text answers before you aggregate.
Frequently asked questions
What does an appropriateness test measure?
It checks whether a respondent understands a product's risks. The tool strips identity data while leaving the experience answers.
Can I keep the answers for a survey?
Yes. Allow-list the answer fields. Only personal identifiers are marked for removal.
Is the form uploaded?
No. The app works offline, so respondent data stays on your device.