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Invoice Banker in Saudi Arabia Jeddah –Free Word Template Download with AI

Office of the Senior Banker

King Fahd Road, Al-Shati District

Jeddah 23412, Saudi Arabia

Tel: +966 12 655 4321 | Email: [email protected]

VAT Registration No.: 310123456700003

Licensed Banker – SAMA Reg. No. 4471

Invoice No.: JED-BNK-2025-00847

Date of Issue: 15 June 2025

Due Date: 15 July 2025

Location: Saudi Arabia Jeddah

Bill To

Al-Rashid Trading & Logistics Co.

Attn: Mr. Khalid Al-Rashid, CFO

Prince Sultan Road, Al-Salam District

Jeddah 23531, Saudi Arabia

VAT No.: 310987654300003

Prepared By

Mr. Faisal Al-Otaibi

Senior Banker & Financial Consultant

Al-Jeddah Financial Advisory Group

Saudi Arabia Jeddah

License: SAMA Professional Banker Cert. #2019-08834

Reference

Contract Ref: CTR-2025-JED-112

Service Period: 01 Jun 2025 – 30 Jun 2025

Payment Method: Bank Transfer

IBAN: SA03 8000 0000 6080 1016 7519

# Description of Banker Services Quantity Unit Price (SAR) Amount (SAR)
1 Monthly corporate banking advisory and treasury management consultation provided by the Senior Banker at the client's Jeddah headquarters 1 12,500.00 12,500.00
2 Credit facility restructuring and loan portfolio optimization – Banker-led negotiation with three Saudi commercial banks on behalf of the client 1 18,000.00 18,000.00
3 Foreign exchange risk hedging strategy design and implementation – Banker expertise in multi-currency exposure management for import/export operations in Saudi Arabia Jeddah 1 9,750.00 9,750.00
4 Compliance review and regulatory reporting support in accordance with SAMA (Saudi Central Bank) guidelines – Banker certification of financial statements 1 7,200.00 7,200.00
5 Trade finance documentation and letter of credit issuance facilitation – Banker coordination with issuing banks for 14 LC transactions 14 450.00 6,300.00
6 On-site financial planning workshop for executive management – Banker-led session on cash flow forecasting and capital allocation strategy 2 3,500.00 7,000.00
7 Digital banking migration advisory – Banker assessment and transition plan for moving 22 corporate accounts to online banking platforms 1 5,800.00 5,800.00
Subtotal 66,550.00 SAR
VAT (15%) – Saudi Arabia 9,982.50 SAR
Discount (Early Payment – 2%) -1,331.00 SAR
Grand Total Due 75,201.50 SAR

Payment Terms & Conditions

This Invoice must be settled in full within thirty (30) calendar days from the date of issue, no later than 15 July 2025. Payment shall be made via bank transfer to the IBAN specified above in the reference section. The Banker, Mr. Faisal Al-Otaibi, operating under Al-Jeddah Financial Advisory Group in Saudi Arabia Jeddah, reserves the right to suspend all ongoing advisory services upon non-payment beyond the due date.

A late payment penalty of 1.5% per month will be applied to any outstanding balance after the due date, in compliance with the Saudi Commercial Transactions Law. All amounts stated in this Invoice are in Saudi Riyals (SAR) and are inclusive of applicable government fees unless otherwise noted.

The Banker's professional services described herein are governed by the terms of Contract Ref CTR-2025-JED-112 and the professional code of conduct established by the Saudi Central Bank (SAMA) for licensed banking professionals operating in Saudi Arabia Jeddah and its surrounding regions.

Important Notes Regarding This Invoice

1. This Invoice has been prepared and issued by a licensed Banker registered with the Saudi Central Bank (SAMA) and is valid only for the service period specified above.

2. The Banker's professional judgment and recommendations contained in the associated advisory reports are provided for informational purposes and do not constitute a guarantee of financial outcomes.

3. All banking transactions referenced in this Invoice have been conducted in accordance with Sharia-compliant financial principles as mandated by Saudi Arabian regulatory authorities.

4. The client is advised to retain this Invoice for a minimum period of five (5) years in compliance with Saudi tax and commercial record-keeping regulations.

5. For any disputes or clarifications regarding this Invoice, the parties agree to resolve matters through the Jeddah Commercial Court in Saudi Arabia Jeddah before pursuing any other legal remedy.

Al-Jeddah Financial Advisory Group – Office of the Senior Banker

King Fahd Road, Al-Shati District, Jeddah 23412, Saudi Arabia

This Invoice was generated electronically and is valid without a physical signature. For verification, contact the issuing Banker at [email protected] or +966 12 655 4321.

© 2025 Al-Jeddah Financial Advisory Group. All rights reserved. Invoice JED-BNK-2025-00847 – Saudi Arabia Jeddah.

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