ROYAL SUN ALLIANCE V DORNOCH AND OTHERS

Court of Appeal
EWCA CIV 238
Brooke LJ, Mance LJ, Longmore LJ
March 2005

Royal Sun Alliance ("RSA") were D&O liability insurers of CocaCola's directors. In October/November 2000, CocoCola investors issued complaints in the US District Court (Northern District of Georgia, Atlanta Division) against CocoCola and named directors. RSA knew of the existence of the complaint by 12 December 2000 and had copies by 30 December 2000.

RSA reinsured its exposure under the D&O policy with Dornoch and Others ("Reinsurers") under a contract which included a full reinsurance clause and a claims co-operation clause ("CCC") the latter of which provided as follows:-

"Notwithstanding anything herein contained to the contrary, it is a condition precedent to any liability under this policy that:-

(a) The Reinsured shall upon knowledge of any loss or losses which may give rise to a claim under this policy, advise the underwriters thereof by cable within 72 hours;
(b) The Reinsured shall furnish the underwriters with all information available respecting such loss or losses and the underwriters shall have the right to appoint adjusters, assessors and/or surveyors and to control all negotiations, adjustments and settlements in connection with such loss or losses".

RSA did not notify Reinsurers until 19 January 2001 and Reinsurers consequently denied liability for the claim on the basis of a breach of this condition precedent.

The issues before the Court of Appeal were:-

1 Whether the loss referred to in the clause was an actual loss that gave rise to a claim under the reinsurance, rather than merely a claimed loss; and

2 Whether RSA had to have actual knowledge of that loss before RSA had to notify Reinsurers.

The Court of Appeal upheld the Lower Court in finding that Reinsurers could not rely on the CCC in the circumstances of this case because:-

1 The word "loss" in the CCC meant "actual loss" not merely claimed loss.

2 Whether actual loss had been suffered was still in dispute in the US proceedings, and so RSA could not yet have knowledge of an actual loss, and was not in breach of the CCC.

As neither the loss suffered by third party claimants (against which they sought indemnity from the directors) nor the insured directors' consequent loss were yet established as actual loss, it did not matter in this case which RSA was obliged to notify under the CCC in the reinsurance. Longmore LJ, however, commented obiter that had it been relevant he would have decided that the loss concerned was that of the third party claimants. Were that not the case, it would not invariably follow that the second part of the clause (giving claims control to Reinsurers) would be "otiose in practically every case in which it must be intended that it have some value)". Nevertheless, that was the effect in this particular case, and so could be in many others, where loss alleged to be suffered by the claimant is in dispute with the insured.

Reinsurers had argued that this could not have been the intention of the parties. They had propounded a purposive approach to interpretation as enunciated by Lord Hoffman in Investors Compensation Scheme Limited v West Bromwich Building Society (1998) 1WLR 896, and which has increasingly found favour in the Courts. However, Longmore LJ commented:-

"Attractive as that proposition is in general, there are dangers in Judges deciding what the parties must have meant when they have not said what they meant for themselves. This is particularly dangerous when the parties have selected from the shelf or the precedent book a clause which turns out to be unsuitable for its purpose. The danger is then intensified if it is only one part of such clause which is to be construed in accordance with "business commonsense. If the parties had addressed their mind to the question of which clause out of a number of standard terms they would have used for the particular requirement which they had in mind, it is by no means obvious that they would have selected a form which was as draconian as the one unwisely but, in fact, chosen."

Longmore LJ concluded:-

"It does not therefore seem to me to be any part of the Court's function to go out of its way to give a purposive or business commonsense construction to one part of a clause in favour of one party and thus enable that party to seek to take advantage of another part of the clause which has draconian consequences for the other party. If the parties had decided to choose an appropriate form of clause suitable for the reinsurance of a reinsured's liability rather than its property, they might very well have chosen a clause with a longer notice period than 72 hours or at least a clause which did not make 72 hours' notice a condition precedent to any liability on Reinsurers' part."

This strict interpretation of the first part of the clause should not, however, signal a return in the construction of contracts generally to literalism rather than taking account of business commonsense. The Court's literal interpretation of the wording in this case must be viewed in the light of the unnecessarily draconian nature of the second part of the clause, the inclusion of which the Court clearly considered in itself to be contrary to business commonsense, and in the light of the fact that the clause is in effect an exemption clause, which Courts will always interpret narrowly Longmore LJ observed:-

"A reinsurer of a reinsured's liability to a third party is prima facie liable to the extent of his subscription once it is ascertained that the reinsured is liable to that third party. A condition precedent to the liability of the reinsurer operates as an exemption to that prima facie liability. It is a well established and salutary principle that a party who relies on a clause exempting him from liability can only do so if the words of the clause are clear on a fair construction of the clause . . . In my view, the terms of the Claims Control Clause on which the Syndicates rely do not sufficiently clearly exempt them from liability."