Financial Advisor Invoice Generator for France
Create professional financial advisor invoices for clients in France. This free invoice generator combines financial advisor-specific billing practices with France's tax requirements (20% TVA (standard)) and preferred payment methods like Virement SEPA and Carte Bancaire.
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France Tax Information
TVA is 20% standard, 10% intermediate, 5.5% reduced, 2.1% super-reduced. SIRET required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in France
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in France
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 France?
France has 20% TVA (standard). TVA is 20% standard, 10% intermediate, 5.5% reduced, 2.1% super-reduced. SIRET required.
What payment methods are common for financial advisors in France?
Common payment methods in France include: Virement SEPA, Carte Bancaire, PayPal, Chèque. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in France?
Your invoice should include: Raison sociale, SIRET and TVA 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 required on French invoices?
Business name, SIRET, TVA number, invoice number, date, description, TVA breakdown, totals HT and TTC.