secwatch.observer — SEC 8-K summary
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Issuer:     XAI Octagon Floating Rate & Alternative Income Trust (XFLT)
CIK:        0001703079
Form:       8-K
Filed at:   2024-01-25T23:59:59+00:00
Accession:  0001213900-24-006188
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

XAI Octagon shareholders approve perpetual fund status (eff. Feb 1) and new Octagon sub-advisory agreement
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- Shareholders approved removing termination date of Dec 31, 2029, making the trust perpetual effective Feb 1, 2024.
- Name changes to XAI Octagon Floating Rate & Alternative Income Trust; ticker XFLT unchanged.
- New sub-advisory agreement with Octagon Credit Investors approved; will take effect upon Generali's acquisition of Conning, expected H1 2024.
- No changes to investment objectives, strategies, portfolio management, or fee structure.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1703079/000121390024006188/0001213900-24-006188-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1703079/000121390024006188/ea168851_8k.htm
  HTML page:      https://secwatch.observer/filing/0001213900-24-006188

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