Financial Advisor Invoice Generator for Vietnam
Create professional financial advisor invoices for clients in Vietnam. This free invoice generator combines financial advisor-specific billing practices with Vietnam's tax requirements (10% VAT) and preferred payment methods like Bank Transfer and MoMo.
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Vietnam Tax Information
VAT is 10% standard, 5% reduced, 0% exports. Electronic invoicing is mandatory.
Financial Advisor Services to Invoice
- Financial planning
- Investment advisory
- Retirement planning
- Tax planning
- Estate planning
- Insurance review
- Wealth management
Invoice Requirements in Vietnam
Payment Terms
Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
Payment Methods in Vietnam
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 Vietnam?
Vietnam has 10% VAT. VAT is 10% standard, 5% reduced, 0% exports. Electronic invoicing is mandatory.
What payment methods are common for financial advisors in Vietnam?
Common payment methods in Vietnam include: Bank Transfer, MoMo, ZaloPay, VNPay, Cash. Fee-only: project-based or AUM percentage. Flat retainer for ongoing planning.
What should financial advisor invoices include in Vietnam?
Your invoice should include: Tax code (MST), Company address, Client tax code, VAT breakdown. 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 VAT rates apply?
10% standard, 5% for essential goods, 0% for exports.