Invoice Banker in Brazil São Paulo –Free Word Template Download with AI
Professional Banking Services — São Paulo, Brazil
NFS-e / ISS — São Paulo Meridian Banker Advisory Ltda.Av. Paulista, 1578 — 12th Floor
Bela Vista, São Paulo — SP
CEP: 01310-300, Brazil
CNPJ: 12.345.678/0001-90
Insc. Estadual: 123.456.789.012
Phone: +55 (11) 3456-7890
Email: [email protected]
| # | Description of Banking Service | Banker / Professional | Hours | Rate (BRL) | Amount (BRL) |
|---|---|---|---|---|---|
| 01 | Corporate treasury management and cash-flow optimization consulting provided by a senior Banker specializing in Brazilian financial markets | Dr. Helena Vasconcelos | 24 | R$ 450,00 | R$ 10.800,00 |
| 02 | Foreign exchange risk hedging strategy design and implementation for import/export operations in the São Paulo metropolitan region | Dr. Helena Vasconcelos | 16 | R$ 450,00 | R$ 7.200,00 |
| 03 | Regulatory compliance review aligned with Banco Central do Brasil (BCB) directives and CVM requirements for institutional banking accounts | Mr. Paulo Tavares | 12 | R$ 380,00 | R$ 4.560,00 |
| 04 | Structured credit facility negotiation and term-sheet preparation with correspondent banks operating in São Paulo | Mr. Paulo Tavares | 10 | R$ 380,00 | R$ 3.800,00 |
| 05 | Quarterly financial reporting and banker-client relationship management for multi-currency accounts held at institutions in Brazil | Ms. Camila Duarte | 8 | R$ 320,00 | R$ 2.560,00 |
| 06 | On-site advisory session at client premises in Jardins, São Paulo, covering liquidity planning and interbank deposit allocation | Dr. Helena Vasconcelos | 4 | R$ 500,00 | R$ 2.000,00 |
| Subtotal | R$ 30.920,00 |
| ISS (Serviços) — 5% (São Paulo municipal tax) | R$ 1.546,00 |
| IRRF (Income Tax Withholding) — 11% | (R$ 3.401,20) |
| CSLL Withholding — 3% | (R$ 927,60) |
| PIS Withholding — 0,65% | (R$ 200,98) |
| COFINS Withholding — 3% | (R$ 927,60) |
| NET AMOUNT DUE | R$ 27.608,62 |
Payment Instructions
Bank: Banco do Brasil S.A. — Agência 0452 — Conta Corrente 12.345-6
PIX Key (CNPJ): 12.345.678/0001-90
SWIFT / BIC: BBASBRSP
IBAN (Brazil): BR00 0000 0000 0000 0000 0000 0000 P
Please reference Invoice Number INV-2025-04872 in the payment description. Payment is due within 15 calendar days from the issue date. Late payments are subject to a 1% monthly interest charge plus 2% penalty as stipulated in the service agreement, in accordance with Brazilian commercial law (Código Civil, Art. 412).
Important Notes & Terms
1. This Invoice is issued in compliance with the National Tax Authority (Receita Federal do Brasil) regulations and the São Paulo municipal electronic invoice system (NFS-e). The corresponding NFS-e number is SP-2025-00987654, issued on 15/06/2025.
2. All banking services described herein were rendered by qualified Bankers registered with the relevant professional bodies in Brazil. The Banker(s) listed hold valid CVM registration and are authorized to provide advisory services in the State of São Paulo.
3. The ISS (Imposto Sobre Serviços) of 5% is levied by the Prefeitura de São Paulo on services rendered within the municipality. This tax is non-deductible for the client under current Brazilian tax legislation.
4. Withheld taxes (IRRF, CSLL, PIS, COFINS) will be declared by the client in their respective fiscal periods. Meridian Banker Advisory Ltda. will issue the corresponding DARF receipts upon request.
5. This Invoice is valid for 30 days from the issue date. After this period, the amounts may be adjusted to reflect the current SELIC rate or the IPCA index as agreed in the master service contract.
6. For any disputes arising from this Invoice, the parties agree to the jurisdiction of the courts of the city of São Paulo, State of São Paulo, Brazil, in accordance with Article 63 of the Brazilian Civil Procedure Code.
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