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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
+4
40 articles in this collection
Written by
Alan Crabbe,
Matt Vitale,
Josh Stewart
and 4 others
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
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
What happens after the investment closes
An overview on the process after a successful investment offer closes
Written by
Alan Crabbe
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 this week
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
We need to verify your identity
Why it's important, and how we'll communicate with you about it
Written by
Matt Vitale
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
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
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
Alan Crabbe
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
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 this week
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
Alan Crabbe
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
Alan Crabbe
Updated over a week ago
Birchal Payment Guide
Ready to pay for your shares...how does it all work?
Written by
Claire Brown
Updated this week
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
Alan Crabbe
Updated over a week ago
Guide to transferring funds through Wise
A short guide on how to use Wise
Written by
Alan Crabbe
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
Alan Crabbe
Updated this week
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
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
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