Inbound Request Form
Please populate the information below and we will do our best to respond within 1-2 business days.
The below information should be populated with the contact information of the best person to communicate with regarding this process.
This does not need to be the Seller's information if you are inquiring on behalf of another person.
Please provide the first and last name of the person making the request.
Please provide the best phone number for correspondence.
Please provide the best email address for correspondence.
Please tell us more about the position the Seller is interested in selling.
From the dropdown below, please select the name of the fund the Seller is interested in selling. If the fund is not listed, please select Other.
If the Seller is interested in selling multiple funds please provide details in the Additional Information section below. You may also complete multiple forms.
Approximately how many shares is the Seller interested in selling?
Please provide any additional information or comments in the box below.
Uploading a Seller account statement is encouraged, but not required.
Account statements can provide helpful transparency and validation regarding the verification of share quantities, custodians, account types, and investor registration. The ability to verify Seller and security information may substantially decrease the time in which a secondary market transaction can be processed and completed.
IMPORTANT
Any information contained in this communication is intended for the use of the named individual. All information contained in this communication is not intended or construed as an offer, solicitation, or a recommendation to purchase or sell any security.
If you are not an intended party to this communication, please notify the sender and delete any and all copies of this communication. Unintended recipients shall not review, reproduce, disseminate nor disclose any information contained in this communication. Cox Capital Partners reserves the right to monitor and retain all incoming and outgoing communications as permitted by applicable law.
Email communications may contain viruses or other defects. Cox Capital Partners does not accept liability nor does it warrant that email communications are virus or defect free. We take our data protection and privacy responsibilities seriously. Further information can be accessed at the Disclaimers section of our website.