Financial Advisor Invoice Generator for Switzerland
Create professional financial advisor invoices for clients in Switzerland. This free invoice generator combines financial advisor-specific billing practices with Switzerland's tax requirements (8.1% MWST (standard)) and preferred payment methods like Bank Transfer and PostFinance.
Free, no registration required. Your data stays in your browser.
Switzerland Tax Information
MWST/TVA is 8.1% standard, 2.6% reduced, 3.8% accommodation. Registration above CHF 100,000.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Switzerland
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Switzerland
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 Switzerland?
Switzerland has 8.1% MWST (standard). MWST/TVA is 8.1% standard, 2.6% reduced, 3.8% accommodation. Registration above CHF 100,000.
What payment methods are common for financial advisors in Switzerland?
Common payment methods in Switzerland include: Bank Transfer, PostFinance, TWINT, Credit Card, PayPal. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Switzerland?
Your invoice should include: UID/MWST number, Business address, 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 are Swiss VAT rates?
8.1% standard, 2.6% for food/medicine, 3.8% for accommodation (as of 2024).