Financial Advisor Invoice Generator for China
Create professional financial advisor invoices for clients in China. This free invoice generator combines financial advisor-specific billing practices with China's tax requirements (6-13% VAT) and preferred payment methods like Bank Transfer and Alipay.
Free, no registration required. Your data stays in your browser.
China Tax Information
VAT varies: 13% standard, 9% reduced, 6% services. Official fapiao through Golden Tax system.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in China
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in China
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 China?
China has 6-13% VAT. VAT varies: 13% standard, 9% reduced, 6% services. Official fapiao through Golden Tax system.
What payment methods are common for financial advisors in China?
Common payment methods in China include: Bank Transfer, Alipay, WeChat Pay, Credit Card. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in China?
Your invoice should include: Business License Number, Tax Registration, 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 is fapiao?
Official tax invoice through Golden Tax System, required for tax deductions.