Financial Advisor Invoice Generator for Bangladesh
Create professional financial advisor invoices for clients in Bangladesh. This free invoice generator combines financial advisor-specific billing practices with Bangladesh's tax requirements (15% VAT) and preferred payment methods like Bank Transfer and bKash.
Free, no registration required. Your data stays in your browser.
Bangladesh Tax Information
VAT is 15% standard, 5-10% reduced. BIN required for VAT registration.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Bangladesh
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Bangladesh
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 Bangladesh?
Bangladesh has 15% VAT. VAT is 15% standard, 5-10% reduced. BIN required for VAT registration.
What payment methods are common for financial advisors in Bangladesh?
Common payment methods in Bangladesh include: Bank Transfer, bKash, Nagad, Rocket, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Bangladesh?
Your invoice should include: BIN number, TIN, Client details, VAT breakdown. 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 VAT rates apply?
15% standard, with various reduced rates for specific goods/services.