Financial Advisor Invoice Generator for Jordan
Create professional financial advisor invoices for clients in Jordan. This free invoice generator combines financial advisor-specific billing practices with Jordan's tax requirements (16% GST) and preferred payment methods like Bank Transfer and eFAWATEERcom.
Free, no registration required. Your data stays in your browser.
Jordan Tax Information
GST is 16% standard, reduced rates available. Registration required above JOD 30,000 turnover.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Jordan
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Jordan
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 Jordan?
Jordan has 16% GST. GST is 16% standard, reduced rates available. Registration required above JOD 30,000 turnover.
What payment methods are common for financial advisors in Jordan?
Common payment methods in Jordan include: Bank Transfer, eFAWATEERcom, Arab Bank, Housing Bank, CliQ. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Jordan?
Your invoice should include: Tax number, GST registration, 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 Jordan's GST rate?
Jordan applies 16% GST on most goods and services. Reduced rates for essential items. Exports zero-rated.