Financial Advisor Invoice Generator for Uganda
Create professional financial advisor invoices for clients in Uganda. This free invoice generator combines financial advisor-specific billing practices with Uganda's tax requirements (18% VAT) and preferred payment methods like Bank Transfer and MTN Mobile Money.
Free, no registration required. Your data stays in your browser.
Uganda Tax Information
VAT is 18%. TIN required. URA registration mandatory above UGX 150 million turnover.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Uganda
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Uganda
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 Uganda?
Uganda has 18% VAT. VAT is 18%. TIN required. URA registration mandatory above UGX 150 million turnover.
What payment methods are common for financial advisors in Uganda?
Common payment methods in Uganda include: Bank Transfer, MTN Mobile Money, Airtel Money, Stanbic Bank, DFCU. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Uganda?
Your invoice should include: TIN number, VAT registration, Client TIN, 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 Uganda's VAT rate?
Uganda applies 18% VAT on most goods and services. Basic necessities and exports are zero-rated or exempt.