Performance report redaction is the removal of personal data from a returns summary in line with FCA SYSC and UK GDPR. The systems-and-controls rules ask a firm to guard confidential records, and the FCA financial-promotion rules govern marketing samples. 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 SYSC before using it as a marketing sample.
How anonym.plus handles it
- Open the summary in anonym.plus on your device.
- Local OCR reads scanned chart pages.
- The tool flags names, numbers, and contacts.
- Keep the return percentages and benchmarks.
- Swap or black out the marked items.
- 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
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | owner T. Park → [HOLDER] |
| Financial | UK_BANK_NUMBER | acct 5521 → [ACCOUNT] |
| Money | MONEY | gain £84,300 → [GAIN] |
| Identifiers | UK_NINO | QQ 20 46 71 B → [NINO] |
| Dates | DATE_TIME | period 2024 → [PERIOD] |
| Contact | EMAIL_ADDRESS | t.park@example.co.uk → [EMAIL] |
Compliance achieved
- Supports the record-keeping duty under FCA SYSC.
- Helps meet data-minimisation under UK GDPR.
- Keeps return percentages and benchmarks for analysis.
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Limitations & cautions
A standout return paired with a date can hint at one saver. The tool flags named items, not every clue. Anonymise a real return before you use it as a public sample.
Frequently asked questions
Can I reuse a real return as a sample?
Only after you strip the owner's identity. The tool flags the names and numbers so the sample no longer names a real saver.
Will the benchmarks survive?
Yes. Allow-list benchmark names. Only personal identifiers are marked for removal.
Is the report sent anywhere?
No. The app works offline, so the returns data stays on your machine.