Financial Advisor Invoice Generator for Kazakhstan
Create professional financial advisor invoices for clients in Kazakhstan. This free invoice generator combines financial advisor-specific billing practices with Kazakhstan's tax requirements (12% VAT) and preferred payment methods like Bank Transfer and Kaspi.kz.
Free, no registration required. Your data stays in your browser.
Kazakhstan Tax Information
VAT is 12% standard. Registration mandatory above KZT 30,000 turnover. BIN required for businesses.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Kazakhstan
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Kazakhstan
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 Kazakhstan?
Kazakhstan has 12% VAT. VAT is 12% standard. Registration mandatory above KZT 30,000 turnover. BIN required for businesses.
What payment methods are common for financial advisors in Kazakhstan?
Common payment methods in Kazakhstan include: Bank Transfer, Kaspi.kz, Halyk, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Kazakhstan?
Your invoice should include: BIN number, VAT registration, Client BIN, 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 Kazakhstan's VAT rate?
Kazakhstan applies 12% VAT on most goods and services. Exports and some financial services are zero-rated or exempt. Registration threshold is relatively low at KZT 30,000.