Editable Malta insurance template

Malta insurance broker & agent invoice template

Download a reusable Malta insurance broker or agent commission-note template with policy number, insurer, coverage period, MFSA registration and VAT-exempt intermediation.

  • Policy number, insurer, coverage period and transaction-type fields.
  • "VAT exempt" field, not 0% or 18% — matching Malta's Article 22(4)(d)(i) exemption.
  • Note on stamp duty on the policy, kept separate from the commission note.
  • Available in Google Sheets, Google Docs, Excel and Word.

Prefer to fill it in online? Open the Malta insurance invoice generator.

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Insurance invoice template

Editable Malta format

Template
Preview of a Malta insurance broker invoice template with VAT-exempt field

Built for Malta insurance brokers and agents who need a reusable file for policy details and the correct VAT-exempt treatment.

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How to use a Malta insurance broker & agent invoice template

An insurance commission-note template is useful for a broker or agent who wants a reusable master file for every policy. In Malta, that file should show the policy number, insurer, coverage period, transaction type and MFSA registration, with intermediation marked "VAT exempt."

Fields to keep in the template

  • Broker/agent name, MFSA registration and payment details.
  • Policy number, insurer/carrier and coverage period.
  • Line of business and transaction type.
  • Premium or commission amount, marked "VAT exempt."

VAT exemption and stamp duty

Insurance intermediation is exempt from VAT under Article 22(4)(d)(i) of the VAT Act for persons licensed under the Insurance Business Act or Insurance Intermediaries Act — show "VAT exempt," not 0% or 18%.

Stamp duty on the policy itself is a separate matter, with rates reported to vary roughly between 0.1% and 11% by policy class — verify the applicable rate under the Duty on Documents and Transfers Act rather than assuming a single figure.

FAQs about the Malta insurance invoice template

Should the template show 0% VAT or "VAT exempt"?

"VAT exempt" — insurance intermediation is exempt under Article 22(4)(d)(i) of the VAT Act, which is a different treatment from a 0% rate.

Is stamp duty shown on the same invoice?

Stamp duty on the policy is a separate tax mechanism, with rates varying by policy class — verify the specific rate rather than adding a flat percentage to the commission note.

Official sources