Financial Advisor Invoice Generator for Sri Lanka
Create professional financial advisor invoices for clients in Sri Lanka. This free invoice generator combines financial advisor-specific billing practices with Sri Lanka's tax requirements (18% VAT) and preferred payment methods like Bank Transfer and FriMi.
Free, no registration required. Your data stays in your browser.
Sri Lanka Tax Information
VAT is 18%. Registration required above LKR 80 million quarterly.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Sri Lanka
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Sri Lanka
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 Sri Lanka?
Sri Lanka has 18% VAT. VAT is 18%. Registration required above LKR 80 million quarterly.
What payment methods are common for financial advisors in Sri Lanka?
Common payment methods in Sri Lanka include: Bank Transfer, FriMi, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Sri Lanka?
Your invoice should include: VAT number, Business registration, Client details, VAT (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 Sri Lanka's VAT rate?
18% on most goods and services.