Checkout the Cancel my investment article to learn more about this process.
Getting a refund
Typically, we only collect the investment funds after the cooling period has expired via Direct Debit. However, in some instances we have collected the funds for an investment and the funds must be returned.
Check Investment and Payment status
Visit your My Portfolio in Birchal - and click on your investment
The Refund Process
- Firstly, the investment is cancelled (and reflected in your My Portfolio as above)
- The funds are initially sent to your Birchal Wallet (see example below) and made available for reimbursement. Note: we can hold the funds in the wallet - if you'd like to invest them in other investment offers.
3. To collect the refund, you must have a bank account setup on the user profile (see below). The funds will auto-disburse to your account in a few days. Allow 7 business days to process the refund.
The entire refund process can take up to 7 business days (possibly longer for international refunds).