# Separate public listing information from private evidence — working record

Blank worksheet. Complete with your own verified evidence; no example finding is pre-approved.
Guide: https://complyfolio.com/product-public-private-evidence-split
Reviewed: 2026-09-23

## Record
- Product / page / release:
- Reviewer:
- Review date:
- Information item:
- Public purpose:
- Private source:
- Sharing decision:
- Reviewer:

## Procedure
- [ ] List the information the public offer needs and identify its verified source.
- [ ] Separate supporting documents used internally from fields intended for publication.
- [ ] Review personal data, confidentiality and document sharing rights before creating public downloads.
- [ ] Check the rendered page and access settings for accidental disclosure.

## Decision
- Evidence references:
- Actual findings:
- Unresolved questions:
- Next action and owner:
- Retest evidence:

## Review boundary
The appropriate publication scope depends on applicable requirements and rights; the worksheet does not authorize disclosure.
These are ComplyFolio operational suggestions, not prescribed legal forms or certification requirements.