Free Financial Advisor Timesheet Template
Independent financial advisors who charge on a fee basis need accurate time records to support client invoices and demonstrate the value of their advice. Timesheets are also important for compliance purposes, as regulators in many countries require advisors to document the work carried out in connection with advice given. Clear records protect both the advisor and the client.
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Frequently asked questions
Do I need to log time on my timesheet to satisfy regulatory requirements?
In most European jurisdictions, advisors operating under MiFID II or equivalent frameworks are required to document the work performed in connection with advice. A detailed timesheet supports that documentation and makes regulatory audits straightforward.
How should I record time spent on investment research for multiple clients?
If the research benefits a single client, record it against that client. If you are researching a product or fund that will be recommended to several clients, you may allocate the time proportionally or record it as a general research entry. Be consistent and document your allocation method.
Should I charge for the time it takes to prepare a client's annual review pack?
Yes. Reviewing portfolios, running performance reports, and preparing presentation materials all take substantial time and are a core part of the service. Record them clearly so the client can see what their fee covers beyond the meeting itself.