Financial Advisor Invoice Generator for Greece
Create professional financial advisor invoices for clients in Greece. This free invoice generator combines financial advisor-specific billing practices with Greece's tax requirements (24% FPA (standard)) and preferred payment methods like Bank Transfer and Credit Card.
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Greece Tax Information
FPA is 24% standard, 13% reduced, 6% super-reduced. AFM required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Greece
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Greece
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 Greece?
Greece has 24% FPA (standard). FPA is 24% standard, 13% reduced, 6% super-reduced. AFM required.
What payment methods are common for financial advisors in Greece?
Common payment methods in Greece include: Bank Transfer, Credit Card, PayPal, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Greece?
Your invoice should include: AFM number, Business address, Client AFM, 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 FPA rates apply?
24% standard, 13% for food/energy, 6% for medicines/hotels on islands.