20 September 2013

Litigation funding: Waterhouse v. Contractors Bonding



With increased use of litigation funding agreements the Supreme Court has set out rules governing third party provision of financial and legal support for other people’s damages claims.
As the adage has it: the courts like the doors of the Ritz Hotel are open to all comers.  But not all can afford to enter.  Impecunious litigants with valuable claims can be blocked by a deep-pocketed defendant who uses pre-trial manoeuvres to exhaust a claimant both financially and emotionally.
Litigation funding agreements are common in the United States.  Investors put up cash to fund litigation and share in any award of damages.  These arrangements have been frowned on in countries like New Zealand who follow the English tradition: it is against public policy to allow outsiders to meddle in litigation in which they have no personal interest.  At its worst, individuals with an ulterior motive would be taking control of someone else’s legal rights for the sole purpose of embarrassing or bankrupting the unfortunate defendant.  The United States courts have taken a more pragmatic view: the right to sue is a valuable economic commodity by itself and if others are willing to pay a price to share in this potential economic benefit then well and good.  The economic argument is buttressed by policy arguments that litigation funding agreements allow financially disadvantaged litigants to pursue their legal rights.
Use of litigation funding agreements in New Zealand reached the Supreme Court when the former owners of Phoenix Brokers Inc., registered in the US state of Georgia, sued New Zealand company Contractors Bonding Ltd.  In 2000, Contractors Bonding had agreed to underwrite Phoenix policies.  When the broking business collapsed, the former owners sued for negligence, deceit and breach of fiduciary duty, alleging they had suffered personal loss because of Contractors Bonding’s actions.  On learning that the litigation was being funded by a third party financier, Contractors Bonding demanded the right to see terms of the funding agreement.
The Supreme Court ruled that disclosure of the full agreement was not required: all that was required was disclosure of the identity and location of the funder and its agreement to abide by the decisions of a New Zealand court.
The court said it was not its job to vet any funding agreement; its job is to rule on the dispute put before the court.
Further inquiry is appropriate should the litigation funder be taking an assignment of the legal action; effectively “taking ownership”.  Outright purchase of another’s legal rights is not permitted.  In deciding whether ownership is being assumed, the court takes into account the level of legal control assumed by the funder and the share of damages to be received.
Waterhouse v. Contractors Bonding Ltd – Supreme Court (20.09.13)
13.029