For Investors: Making an Investment & Managing Your Portfolio

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

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31 articles in this collection
Written by Alan Crabbe, Derek Lieu, Matt Vitale and 2 others

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

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

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 Derek Lieu
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 Birch 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 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

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

What does my Investment status mean?

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