Financial Advisor Invoice Generator for Saudi Arabia
Create professional financial advisor invoices for clients in Saudi Arabia. This free invoice generator combines financial advisor-specific billing practices with Saudi Arabia's tax requirements (15% VAT) and preferred payment methods like Bank Transfer and SADAD.
Free, no registration required. Your data stays in your browser.
Saudi Arabia Tax Information
VAT is 15%. E-invoicing (FATOORA) mandatory. Registration above SAR 375,000.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Saudi Arabia
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Saudi Arabia
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 Saudi Arabia?
Saudi Arabia has 15% VAT. VAT is 15%. E-invoicing (FATOORA) mandatory. Registration above SAR 375,000.
What payment methods are common for financial advisors in Saudi Arabia?
Common payment methods in Saudi Arabia include: Bank Transfer, SADAD, Mada, Credit Card. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Saudi Arabia?
Your invoice should include: VAT registration, CR number, Client VAT number, QR code. 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 Saudi Arabia's VAT rate?
15% (increased from 5% in 2020).