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For Investors: Making an Investment & Managing Your Portfolio
For Investors: Making an Investment & Managing Your Portfolio
The only guides you'll ever need and handy how-to's
+1
35 articles in this collection
Written by
Alan Crabbe,
Matt Vitale,
Robin Holt
and 1 other
General CSF Investor Information
Buying Shares & Investing in Companies Through Equity Crowdfunding
What is Equity Crowdfunding, what is the investment timeframe and return of investment, and what to consider before making an investment
Written by
Alan Crabbe
Updated over a week ago
The Birchal Investment Process
Interested in investing on Birchal but want some more detailed information?
Written by
Alan Crabbe
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
Investing in a Birchal Hosted Raise as a Company (not an Individual)
To learn how to correctly complete your application as a company, read this article.
Written by
Robin Holt
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
Alan Crabbe
Updated over a week ago
What happens after the investment closes
A guide on the process after a successful investment offer closes
Written by
Alan Crabbe
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
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
Birchal Investments & Tax Time
What are your obligations as an investor in a CSF company?
Written by
Matt Vitale
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
Alan Crabbe
Updated over a week ago
What is the Subscription Agreement
Finished articles are visible when they're added to a Help Center collection
Written by
Alan Crabbe
Updated over a week ago
Birchal Financial Services' Investor Terms
What are the (BFS) Investor Terms?
Written by
Alan Crabbe
Updated over a week ago
Risk Warning and Disclosure
Why do I need to agree to the General CSF Risk Warning, etc ?
Written by
Alan Crabbe
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
How do I invest over $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
Alan Crabbe
Updated over a week ago
How do I invest through a self-managed super fund (SMSF)?
Can you use your SMSF to invest in a CSF offer on Birchal
Written by
Matt Vitale
Updated over a week ago
How to refer friends and earn rewards
Written by
Robin Holt
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
Investment Guides
Transferring funds to Birchal
Transferring fund to the Birchal bank account (for domestic transfers in Australia)
Written by
Robin Holt
Updated over a week ago
Payment for your Direct Debit (Australia Only)
A guide to how we collect your payment through Direct Debit.
Written by
Robin Holt
Updated over a week ago
Guide to transferring funds through Transferwise
A short guide on how to use Transferwise
Written by
Alan Crabbe
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
Alan Crabbe
Updated over a week ago
Common Investor Questions
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
What is a Reward?
Do I have to chose a reward when investing?
Written by
Alan Crabbe
Updated over a week ago
What is the cooling off period?
Retail investors will receive a 5 business day cooling off period
Written by
Alan Crabbe
Updated over a week ago
What are the fees for using Birchal?
What are the fees for investors and companies using Birchal?
Written by
Alan Crabbe
Updated over a week ago
Can I Gift My Shares or Invest on Behalf of A Child?
What happens if you'd like to buy shares for someone else?
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
Fixing a failed Direct Debit payment
If you receive a failed payment notification - you should use this to guide you on where to update your bank details.
Written by
Robin Holt
Updated over a week ago
Payment Status Explained
What does my Payment Status mean?
Written by
Alan Crabbe
Updated over a week ago
Investment Status Explained
How can I check where my investment is at?
Written by
Alan Crabbe
Updated over a week ago
Why are you collecting a payment that is less than my intended investment amount?
The Share price - and why you sometimes pay less than your intended investment amount?
Written by
Alan Crabbe
Updated over a week ago
Getting a refund for my cancelled investment
This article explains the cancellation and refund process
Written by
Alan Crabbe
Updated over a week ago