Financial Advisor Invoice Generator for Hungary
Create professional financial advisor invoices for clients in Hungary. This free invoice generator combines financial advisor-specific billing practices with Hungary's tax requirements (27% ÁFA (standard)) and preferred payment methods like Bank Transfer and Credit Card.
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Hungary Tax Information
ÁFA is 27% standard (highest in EU), 18% reduced, 5% super-reduced.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Hungary
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Hungary
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 Hungary?
Hungary has 27% ÁFA (standard). ÁFA is 27% standard (highest in EU), 18% reduced, 5% super-reduced.
What payment methods are common for financial advisors in Hungary?
Common payment methods in Hungary 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 Hungary?
Your invoice should include: Tax number, Business 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.
What ÁFA rates apply?
27% standard (EU's highest), 18% for hotels/catering, 5% for medicine/books.