Financial Advisor Invoice Generator for United Arab Emirates
Create professional financial advisor invoices for clients in United Arab Emirates. This free invoice generator combines financial advisor-specific billing practices with United Arab Emirates's tax requirements (5% VAT) and preferred payment methods like Bank Transfer and Credit Card.
Free, no registration required. Your data stays in your browser.
United Arab Emirates Tax Information
VAT is 5%. Registration mandatory above AED 375,000. TRN required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in United Arab Emirates
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in United Arab Emirates
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 United Arab Emirates?
United Arab Emirates has 5% VAT. VAT is 5%. Registration mandatory above AED 375,000. TRN required.
What payment methods are common for financial advisors in United Arab Emirates?
Common payment methods in United Arab Emirates include: Bank Transfer, Credit Card, Cash, Cheque. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in United Arab Emirates?
Your invoice should include: TRN number, Trade license, Client TRN, VAT (5%). 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 UAE's VAT rate?
5%. Healthcare, education, exports are zero-rated. Some financial services exempt.