Financial Advisor Invoice Generator for Peru
Create professional financial advisor invoices for clients in Peru. This free invoice generator combines financial advisor-specific billing practices with Peru's tax requirements (18% IGV) and preferred payment methods like Transferencia and Yape.
Free, no registration required. Your data stays in your browser.
Peru Tax Information
IGV is 18%. Electronic invoicing through SUNAT mandatory. RUC required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Peru
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Peru
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 Peru?
Peru has 18% IGV. IGV is 18%. Electronic invoicing through SUNAT mandatory. RUC required.
What payment methods are common for financial advisors in Peru?
Common payment methods in Peru include: Transferencia, Yape, Plin, Tarjeta, Efectivo. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Peru?
Your invoice should include: RUC number, Business address, Client RUC, IGV (18%). 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 Peru's IGV rate?
18% on most goods and services. Exports are zero-rated.