Financial Advisor Invoice Generator for Bahrain
Create professional financial advisor invoices for clients in Bahrain. This free invoice generator combines financial advisor-specific billing practices with Bahrain's tax requirements (10% VAT) and preferred payment methods like Bank Transfer and BenefitPay.
Free, no registration required. Your data stays in your browser.
Bahrain Tax Information
VAT is 10%. Registration required above BHD 37,500 turnover. No personal income tax.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Bahrain
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Bahrain
Financial Advisor Invoice Tips
- Include advisor registration
- Reference advisory agreement
- Note AUM if applicable
- Document planning deliverables
- Meet compliance requirements
Frequently Asked Questions
What tax rate applies to financial advisor invoices in Bahrain?
Bahrain has 10% VAT. VAT is 10%. Registration required above BHD 37,500 turnover. No personal income tax.
What payment methods are common for financial advisors in Bahrain?
Common payment methods in Bahrain include: Bank Transfer, BenefitPay, NBB, BBK, Credit Card. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Bahrain?
Your invoice should include: VAT registration, CR number, Client details, Invoice number. For financial advisor services specifically, also include: Financial planning, Investment advisory, Retirement planning.
How should financial advisors structure fees?
AUM percentage (0.5-1.5%), flat retainer, hourly, or project-based. Disclose fee structure clearly.
What compliance info should be on invoices?
Advisor registration (CFP, RIA), firm info, and fee disclosure language as required.
What is Bahrain's VAT rate?
Bahrain applies 10% VAT, introduced in 2019. Lower than UAE/Saudi 15%. Zero-rated for exports.