For Investors: Making an Investment & Managing Your Portfolio

The only guides you'll ever need and handy how-to's

+3

41 articles in this collection
Written by Matt Vitale, Josh Stewart, Robin Holt and 3 others

Investment Process for a Wholesale Investor

A simple guide to the investment process for investing > $10k (ie Wholesale Investment)

Written by Robin Holt
Updated over a week ago

General CSF Investor Information

An introduction on Equity Crowdfunding

Buying Shares & Investing in Companies Through Equity Crowdfunding: investment timeframe, return of investment & things to consider.

Written by Robin Holt
Updated over a week ago

The Birchal Investment Process

An overview on how the investment process on Birchal works.

Written by Robin Holt
Updated over a week ago

What sort of investor am I?

Retail, wholesale, individual, trust or company... your questions answered!

Written by Claire Brown
Updated over a week ago

What happens after the investment closes

An overview on the process after a successful investment offer closes

Written by Robin Holt
Updated over a week ago

Birchal Investments & Tax Time

What are your obligations as an investor in a CSF company?

Written by Matt Vitale
Updated over a week ago

Investor Guides & FAQs

Trouble logging in?

Log in issues with the Birchal website

Written by Jenny Ball
Updated over a week ago

Where is my payment?

You've made a payment by bank transfer/PayID - where is it?

Written by Jenny Ball
Updated over a week ago

How do I access my share certificates?

A short guide on where to find your share certificates in your portfolio

Written by Jenny Ball
Updated over a week ago

Verifying your identity

Why it's important, and how we'll communicate with you about it

Written by Matt Vitale
Updated over a week ago

What is the difference between an EOI and an Investment?

I've EOI'd in a campaign... does this mean I've invested?

Written by Claire Brown
Updated over a week ago

Personal Details required to invest

Why do you collect my DOB, mobile number, license/passport no and address?

Written by Robin Holt
Updated over a week ago

Investment Status Explained

How can I check where my investment is at?

Written by Robin Holt
Updated over a week ago

Invest on Behalf of A Child or Gifting My Shares

What happens if you'd like to buy shares for someone else?

Written by Claire Brown
Updated over a week ago

The 5 day cooling-off period

Retail investors (under $10k AUD) have a 5 business day cooling-off period

Written by Robin Holt
Updated over a week ago

What are the relevant Documents and Agreements in CSF?

What is the Offer Document?

The Crowd Sourced Funding (CSF) Offer Document / Replacement Offer Document explained

Written by Robin Holt
Updated over a week ago

What is the Subscription Agreement

This is the agreement between the company and the investor

Written by Kellie Morton
Updated over a week ago

What are the Investor Terms & Conditions

These T&Cs apply when you participate in a CSF Offer or EOI

Written by Kellie Morton
Updated over a week ago

What is the General CSF Risk Warning

Why do I need to agree to the General CSF Risk Warning?

Written by Kellie Morton
Updated over a week ago

How To's

How do I make an investment?

Investing into a campaign

Written by Robin Holt
Updated over a week ago

Transferring Funds to Birchal (Australia)

Transferring fund to the Birchal bank account (only for domestic transfers in Australia)

Written by Jenny Ball
Updated over a week ago

How do I invest over AUD $10,000 or as a wholesale investor?

Investing more than $10,000 as a wholesale investor: Accountant's Certificate

Written by Matt Vitale
Updated over a week ago

How do I increase my investment or invest twice?

A short article on investing more into a live investment offer

Written by Robin Holt
Updated over a week ago

Incomplete Investment: How do I check if my investment is 'complete'?

A quick and handy guide to make sure you haven't missed the boat on an open offer!

Written by Claire Brown
Updated over a week ago

How do I invest if I'm from overseas?

Payment options for your investment on Birchal

Written by Robin Holt
Updated over a week ago

How do I cancel my investment?

Can I cancel my investment?

Written by Robin Holt
Updated over a week ago

Birchal Payments Terms & Guides

PayID: Transferring funds to Birchal (Australia)

Written by Jenny Ball
Updated over a week ago

Payment Status Explained

What does my Payment Status mean?

Written by Robin Holt
Updated over a week ago

Birchal Payment Guide

Ready to pay for your shares...how does it all work?

Written by Claire Brown
Updated over a week ago

Payment for your Direct Debit (Australia Only)

A guide to how we collect your payment through Direct Debit + how to fix a failed Direct Debit

Written by Robin Holt
Updated over a week ago

Guide to making an international payment or funds transfer

A guide to making international investments - with payment and fund transfer

Written by Robin Holt
Updated over a week ago

Guide to transferring funds through Wise

A short guide on how to use Wise

Written by Robin Holt
Updated over a week ago

Getting a refund for my cancelled investment & the Birchal Wallet

This article explains the cancellation and refund process

Written by Robin Holt
Updated over a week ago

What are Birchal's Delayed Payment Terms?

Exclusive only to EOIs and investors supporting campaigns during their 'private phase'

Written by Claire Brown
Updated over a week ago

After Investing: FAQs

What happens after the investment raise deadline? How is the money collected?

This article explains what happens at the end after the offer deadline

Written by Robin Holt
Updated over a week ago

What is a Reward?

Do I have to chose a reward when investing?

Written by Robin Holt
Updated over a week ago

Investors: Life After Crowdfunding

How much are your shares worth and what can you do with them down the track?

Written by Claire Brown
Updated over a week ago

Receiving Investor Updates: How Do I Get In Touch With the Company or Registry Provider After the Raise?

The most common FAQs investors have for us once the raise is done and dusted

Written by Claire Brown
Updated over a week ago

Selling your Shares After Crowdfunding

How do you sell shares or track value if you have invested in a CSF company?

Written by Claire Brown
Updated over a week ago

Troubleshooting

How to convert an image from HEIC to JPEG on your iOS device

This guide explains how to save images as JPEG or PNG on your mobile device if you need to upload them for identity verification on Birchal.

Written by Josh Stewart
Updated over a week ago

Investment Receipts

How to download a receipt of your investment & where to find other investment information

Written by Claire Brown
Updated over a week ago