# Trade Mark Journal No.2026/007 13 February 2026

## WO0000001898524 (9,35,36,42,45)

Office of origin: United States of America

Date of International Registration:8 October 2025
Date of designation in the UK: 8 October 2025

The mark consists of the wording "LUZERN RISK" in capital letters inside a rectangle.

Protection of this designation shall give no rights to the exclusive use of the word "RISK"

International priority date claimed: 9 April 2025 (United States of America) (99127818)

Class 9
  Downloadable computer platform software for use in the administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; downloadable computer software for insurance and investment data analysis and managing and verifying financial transactions for the provision of banking, financial and investment services; downloadable mobile application software for use in the administration, management, and analysis of insurance products and services, reinsurance products and services, and for analyzing and managing related data, claims and risks; downloadable mobile application software for insurance and investment data analysis and managing and verifying financial transactions for the provision of banking, financial, and investment services; downloadable computer software platform and downloadable mobile application for exploring captive insurance opportunities and outcomes prior to formation, for captive insurance formation, and for captive insurance management; downloadable computer software and downloadable mobile application software for building a pipeline of qualified business prospects and for providing marketing analysis; downloadable computer software and downloadable mobile application software for managing daily operations of insurance captives and for providing claims updates, financial reporting, and document creation and management; downloadable computer software platform and downloadable mobile application for providing clients with access to captive insurance resources, historical data, and interactive tools for business analysis and communication; downloadable computer software and downloadable mobile application software for guiding clients through the setup process of captives, and for generating and delivering reports on insurance captive performance; downloadable computer software platform and downloadable mobile application software for managing, organizing, and securing documents, for automating and monitoring workflows, for organizing and managing data, for data analytics, for document analysis and natural language processing, for client relationship management, for task management, for tracking business metrics; downloadable computer software platform and downloadable mobile application software for monitoring regulatory requirements; downloadable computer software platform for insurance and investment data analysis and managing and verifying financial transactions for the provision of banking, financial, and investment services; all of the foregoing using artificial intelligence.
Class 35
  Captive management services, namely, commercial feasibility studies in the field of captive insurance; business services in the nature of operation, administration, and management of captive insurance companies; business advisory and consultation services in the field of corporate governance of captive insurance companies; business consultation services in the field of regulatory compliance related to the operation of captive insurance companies; business risk assessment and strategy development in the field of captive insurance; consultancy and advisory services in the field of business pre-formation, planning, and strategy; business planning; business strategy development; accounting services; marketing services.
Class 36
  Insurance, namely, insurance administration, reinsurance administration, insurance brokerage and reinsurance brokerage; insurance services, namely, underwriting, issuance, and administration of captive insurance; insurance agency services; providing information regarding insurance and related insurance services, namely, the administration and underwriting of captive insurance; development of insurance policies for others, namely, captive insurance assessment, planning, design, formation and management services; development of insurance policies for others, namely, design and management of captive insurance programs; consulting regarding the establishment of captive insurance programs; reinsurance underwriting, namely, insurance fronting services; financial risk management consulting services in the field of assigned risk; consulting in the field of financial risk management; financial consulting services; financial affairs and monetary affairs namely, financial evaluation for insurance purposes and financial information for insurance and reinsurance purposes; financing services; financing services for securing funds; providing online information relating to financial, insurance and financial investment services; investment consultancy; investment management; financial investment advisory services; financial investment brokerage; financial and insurance advisory and consultancy services relating to all the aforesaid services; actuarial services; assessing insurance claims; insurance claims processing; reinsurance claims processing; reinsurance actuarial services; banking; electronic financial trading services; investment banking services; trading in insurance securities; capital investment services; investment of funds; private equity fund investment services; financial risk mitigation and assessment services for captive insurance companies; financial reporting services in the nature of preparing financial reports for captive insurance companies.
Class 42
  Platform as a service (PaaS) featuring software for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; platform as a service (PaaS) featuring software for the planning, modeling, administration, management and analysis of insurance products and services for use in captive insurance assessment, formation, administration and management; platform as a service (PaaS) featuring software for use in document and data management and analytics for insurance captives; software as a service (SaaS) featuring software for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; software as a service (SaaS) services featuring software for insurance and investment data analysis and managing and verifying financial transactions for financial, business and insurance advisory and consultancy services; software as a service (SaaS) services featuring software for financial data analysis for insurance claim updates, risk compliance and financial reporting; software as a service (SaaS) services featuring software for financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; software as a service (SaaS) services featuring software for financial affairs and monetary affairs, namely, financial information, management and analysis services; software as a service (SaaS) services featuring software for banking, financial and investment services providing hosting of communication software platforms on the Internet for the planning, modeling, administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; providing temporary use of online non-downloadable software for the administration, management and analysis of insurance products and services, reinsurance products and services, insurance underwriting services and related data, claims and risks; provision of non-downloadable online computer software for accessing financial, business and insurance information and services through an online global computer network; software as a service (SaaS) services featuring software using artificial intelligence (AI) for machine learning, natural language processing, dynamic task handling, and agentic applications in the field of captive insurance; software as a service (SaaS) services for exploring captive insurance opportunities and outcomes prior to formation, for captive insurance formation, and for captive insurance management; software as a service (SaaS) for building a pipeline of qualified business prospects and for providing marketing analysis; software as a service (SaaS) for managing daily operations of insurance captives and for providing claims updates, financial reporting, and document creation and management; software as a service (SaaS) for providing clients with access to captive insurance resources, historical data, and interactive tools for business analysis and communication; software as a service (SaaS) for guiding clients through the setup process of insurance captives, and for generating and delivering reports on insurance captive performance; software as a service (SaaS) for managing, organizing, and securing documents, for automating and monitoring workflows, for organizing and managing data, for data analytics, for document analysis and natural language processing, for client relationship management, for task management, for tracking business metrics; software as a service (SaaS) for monitoring regulatory requirements; all of the foregoing using artificial intelligence.
Class 45
  Regulatory compliance consulting in the field of insurance; regulatory compliance consulting in the field of captive insurance; legal services relating to claims management for insurance companies and brokers; consultancy relating to regulatory compliance auditing; legal consultancy in the fields of taxation, audit, insurance, reinsurance, underwriting, and captive insurance.

XN Companies Inc.

Representative: Susan M. Kayser Baker & Hostetler LLP, 1050 Connecticut Avenue, NW,, Washington Square, Suite 1100, Washington DC 20036-5403, UNITED STATES OF AMERICA