Financial Advisor Invoice Generator for Hong Kong
Create professional financial advisor invoices for clients in Hong Kong. This free invoice generator combines financial advisor-specific billing practices with Hong Kong's tax requirements (No sales tax) and preferred payment methods like Bank Transfer and FPS.
Free, no registration required. Your data stays in your browser.
Hong Kong Tax Information
No VAT, GST, or sales tax. Profits tax (16.5%) only on HK-sourced profits.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Hong Kong
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Hong Kong
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 Hong Kong?
Hong Kong has No sales tax. No VAT, GST, or sales tax. Profits tax (16.5%) only on HK-sourced profits.
What payment methods are common for financial advisors in Hong Kong?
Common payment methods in Hong Kong include: Bank Transfer, FPS, PayMe, Credit Card, Cheque. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Hong Kong?
Your invoice should include: Business Registration Number, Company address, 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.
Is there VAT in Hong Kong?
No, Hong Kong has no VAT, GST, or sales tax.