Financial Advisor Invoice Generator for Trinidad and Tobago
Create professional financial advisor invoices for clients in Trinidad and Tobago. This free invoice generator combines financial advisor-specific billing practices with Trinidad and Tobago's tax requirements (12.5% VAT) and preferred payment methods like Bank Transfer and Republic Bank.
Free, no registration required. Your data stays in your browser.
Trinidad and Tobago Tax Information
VAT is 12.5%. Registration required above TTD 500,000 turnover. BIR registration mandatory.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Trinidad and Tobago
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Trinidad and Tobago
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 Trinidad and Tobago?
Trinidad and Tobago has 12.5% VAT. VAT is 12.5%. Registration required above TTD 500,000 turnover. BIR registration mandatory.
What payment methods are common for financial advisors in Trinidad and Tobago?
Common payment methods in Trinidad and Tobago include: Bank Transfer, Republic Bank, First Citizens, Credit Card, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Trinidad and Tobago?
Your invoice should include: BIR number, VAT registration, 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 is Trinidad's VAT rate?
Trinidad and Tobago applies 12.5% VAT on most goods and services. Basic food items and some services are zero-rated.