The quickest way to check the status of your investment is via 'My Portfolio' > 'Investments.'

Pending Applications

The "Pending Applications" tab lists the investment applications that you have successfully completed but have not yet settled. Your "Pending Applications" can be found here: https://www.birchal.com/manage/portfolio/investments/pending.

Investment confirmed

"Investment confirmed" means your investment application has been confirmed.

Under review

"Under review" means your investment application is under review by Birchal. Your investment application may be under review because:

  • the amount you invested is greater than AUD$10,000 and we need to confirm your status as a 'wholesale client"

  • the CSF offer was over subscribed at the time of your investment application. You'll be put on a waitlist, so keep an eye on your email as we'll email you if you're one of the lucky few to get through.

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What is the difference between a retail client and a wholesale client?

Payment required

"Payment required" means the CSF offer has closed and we have not received payment from you for your investment application. Please ensure you make payment promptly as your investment application may be cancelled.

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What payment methods do you accept?

How do I add or change my payment method?

Paid

"Paid" means we have received the payment for your investment application.

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How do I know if payment has been received?

When will my payment be processed?

How do I get a receipt for payment for my investment?

Why was less than the full investment amount processed?

I never received an email confirming receipt of my payment. What should I do?

Settling

"Settling" means the settlement process has commenced.

See —

What happens when the offer closes?

When does an offer close?

My Shares

The "My Shares" tab lists all shares that have been settled.

"Settled" means the shares have been issued by the company.

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How do I access my share certificate?

Cancelled

The "Cancelled" tab lists all investment applications that have been cancelled.

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My investment was cancelled. When and how do I get a refund?

Incomplete

The "incomplete" tab lists the investment applications that you have started but not completed. If the offer is still open, you can select "Complete Investment" from this page to finalise your application.

Your incomplete investment applications can be found here.

If you believe you have entered your email address incorrectly, please contact us [email protected].

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