Financial Advisor Invoice Generator for Uruguay
Create professional financial advisor invoices for clients in Uruguay. This free invoice generator combines financial advisor-specific billing practices with Uruguay's tax requirements (22% IVA) and preferred payment methods like Bank Transfer and BROU.
Free, no registration required. Your data stays in your browser.
Uruguay Tax Information
IVA is 22% standard, 10% reduced. Electronic invoicing via CFE. RUT required.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Uruguay
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Uruguay
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 Uruguay?
Uruguay has 22% IVA. IVA is 22% standard, 10% reduced. Electronic invoicing via CFE. RUT required.
What payment methods are common for financial advisors in Uruguay?
Common payment methods in Uruguay include: Bank Transfer, BROU, Santander, Credit Card, Redpagos. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Uruguay?
Your invoice should include: RUT number, DGI registration, Client RUT, CFE invoice. 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 Uruguay's IVA rate?
Uruguay applies 22% IVA standard rate and 10% reduced rate for basic items. Exports zero-rated.