Could someone please suggest such consultant who to ask for detailed help about that process?
There are several options for consulting on shareholders' stock portfolios, custodian communication, and stock loans. Some of these include:
Financial Advisors: Many financial advisors, such as those at large financial institutions or independent firms, have experience working with shareholders and can provide guidance on managing stock portfolios and other investments.
Stockbrokers: Stockbrokers can provide information and advice on buying and selling stocks and can assist with executing trades on behalf of shareholders.
Stock loan service providers: There are a number of firms that provide stock loan services, these firms typically focus on lending against publicly traded shares, they also provide collateral management services and market intelligence to their clients.
Custodian banks: Some custodian banks also provide custodian services as well as services of communication with the shareholders and other parties related to the shares or securities on the portfolio.
It's important to keep in mind that consulting services may require a fee, and it's important to understand what you're paying for and to make sure that the firm or individual providing the services is qualified and licensed to do so. Researching the background of the firm or individual, reading reviews and checking with regulatory agencies, like SEC, would be a good step before engaging in any business with them.
