Take-Aways (AI)
  • The Fede­ral Supre­me Court con­firms that a request for infor­ma­ti­on is an abu­se of rights if its sole pur­po­se is to inve­sti­ga­te the other par­ty and obtain evidence.
  • Whe­ther a request for infor­ma­ti­on is inten­ded sole­ly to cla­ri­fy the pro­s­pects of liti­ga­ti­on is deci­ded by the sub­stan­ti­ve court on the basis of the moti­ves, scope of the request and free assess­ment of evidence.

In its decis­i­on, which was not inten­ded for offi­ci­al publi­ca­ti­on, the Fede­ral Supre­me Court had 4A_277/2020 of Novem­ber 18, 2020 The Fede­ral Supre­me Court of Ber­ne had to rule on a request for infor­ma­ti­on that had been jud­ged by the first instance (the Ber­ne­se Regio­nal Court Ober­land) as a “fishing expe­di­ti­on” to cla­ri­fy the pro­s­pects of liti­ga­ti­on. The Upper Court of the Can­ton of Ber­ne (Ober­ge­richt BE) upheld the appeal of the clai­mants and ruled that the­re was no abu­se of rights.

In essence, the BGer says the fol­lo­wing:

  • In prin­ci­ple, a request for infor­ma­ti­on can be made wit­hout any spe­cial inte­rests. Howe­ver, it is sub­ject to the pro­hi­bi­ti­on of abu­se of rights.
  • Accor­ding to estab­lished case law, the­re is an abu­se of rights if a request for infor­ma­ti­on is made for the sole pur­po­se of fin­ding out about a sub­se­quent oppo­sing par­ty and obtai­ning evi­dence that a par­ty could not other­wi­se obtain.
  • In con­trast to the cases jud­ged ear­lier, the facts of the pre­sent case were that “the respond­ents were only pur­suing the cla­ri­fi­ca­ti­on of the pro­s­pects of liti­ga­ti­on” with their request for infor­ma­ti­on. The­r­e­fo­re, their request for infor­ma­ti­on was an abu­se of rights.

This ruling is inte­re­st­ing for seve­ral reasons:

  • From a legal point of view, the ruling con­ta­ins litt­le that is new. It does, howe­ver, cla­ri­fy that a request for infor­ma­ti­on is only in abu­se of rights if it is only ser­ves to cla­ri­fy the pro­s­pects for liti­ga­ti­on. If it does so, but does not estab­lish that it is no other (legi­ti­ma­te) pur­po­ses, it is not abu­si­ve of rights.
  • Whe­ther a request for infor­ma­ti­on ser­ves exclu­si­ve­ly to cla­ri­fy the pro­s­pects of liti­ga­ti­on is deci­ded by the fac­tu­al court in its free assess­ment of the evi­dence. On the one hand, it must take into account what the The clai­mant makes any sub­mis­si­ons in sup­port of the request for infor­ma­ti­on., and on the other hand, how the request for infor­ma­ti­on is for­mu­la­ted is. The broa­der it is, the more likely it is that the pur­po­se of the inve­sti­ga­ti­on is to be assu­med (the Fede­ral Supre­me Court in the pre­sent decis­i­on in reci­tal 5.4: “this moti­va­ti­on is also expres­sed in the scope of the request for infor­ma­ti­on, which extends to all cor­re­spon­dence and docu­ments (as far as con­cer­ning the respondents)”).
  • The BGer express­ly refers to Art. 25 para. 2 revFD­PAwhich sta­tes that the clai­mant must be pro­vi­ded with the infor­ma­ti­on “neces­sa­ry to enable [the data sub­ject] to assert his or her rights under this Act and to ensu­re trans­pa­rent data pro­ce­s­sing”. This shows that the right to infor­ma­ti­on pur­sues a spe­ci­fic pur­po­se, name­ly the enforce­ment of the right to pri­va­cy. Thus, the pre­sent judgment the first ruling on the revi­sed DPAand at the same time it is clear that this case law remains rele­vant even after the revDSG.

In the sen­se of a defen­se against pre-tri­al requests for infor­ma­ti­on is affec­ted com­pa­nies should the­r­e­fo­re be advi­sed, to assert any excep­tio­nal cir­cum­stances within the mea­ning of Art. 9 DPA or Art. 26 revDSG and, abo­ve all, abu­se of rights at an ear­ly stage in order to force the clai­mant to dis­c­lo­se his moti­ves so that a decis­i­on can be rea­ched on the merits. At the same time, the clai­mant should be advi­sed to for­mu­la­te the request for infor­ma­ti­on cor­rect­ly and to assert con­cre­te inte­rests in infor­ma­ti­on that go bey­ond a search for evidence.

In detail:

Initi­al­ly, it was undis­pu­ted befo­re the Fede­ral Supre­me Court that the DPA was appli­ca­ble and that the exclu­si­on of appli­ca­ti­on in pen­ding civil pro­ce­e­dings pur­su­ant to Art. 2 para. 2 lit. c DPA did not apply:

It [the Supe­ri­or Court] has con­clu­ded that a civil action is then within the mea­ning of this pro­vi­si­on “pen­ding”, if it had been brought befo­re a judi­cial body, at the latest upon the occur­rence of the lis pen­dens as defi­ned in civil pro­ce­du­re (Art. 62 CCP). The Fede­ral Supre­me Court has express­ly rejec­ted an exten­si­on of the term “pen­ding civil pro­ce­e­dings” to the run-up to civil pro­ce­e­dings, in which infor­ma­ti­on and evi­dence are coll­ec­ted and the pro­s­pects of a pos­si­ble lawsu­it are cla­ri­fi­ed. The­re is no rea­son to devia­te from this case law.

It was also undis­pu­ted on the facts of the case that the dis­pu­ted request for infor­ma­ti­on had the “sole pur­po­se of pre­pa­ring civil pro­ce­e­dings and thus cla­ri­fy­ing the chan­ces of liti­ga­ti­on”. In con­trast, it was dis­pu­ted whe­ther the request for infor­ma­ti­on was justified.

The BGer denies this. It pro­ce­e­ded from the Pur­po­se of the right to infor­ma­ti­on under both the DSG and the revDSG:

5.2. The right to infor­ma­ti­on pur­su­ant to Art. 8 FADP ser­ves to enforce the pro­tec­tion of pri­va­cy. It allo­ws the data sub­ject to con­trol the data pro­ce­s­sed about him or her in a third party’s data file with the aim of veri­fy­ing and enfor­cing in legal rea­li­ty com­pli­ance with the prin­ci­ples of data pro­tec­tion law, such as obtai­ning the data by lawful means and not in a man­ner con­tra­ry to good faith or ensu­ring the accu­ra­cy of the data and the pro­por­tio­na­li­ty of its pro­ce­s­sing (BGE 144 I 126 E. 8.3.7 P. 153; 138 III 425 E. 5.3). This instru­men­tal cha­rac­ter (BGE 120 II 118 E. 3b p. 123) also brings the for­mu­la­ti­on of Art. 25 para. 2 of the revi­sed Fede­ral Act on Data Pro­tec­tion of Sep­tem­ber 25, 2020, accor­ding to which the data sub­ject shall recei­ve such infor­ma­ti­on “as is neces­sa­ry to enable him or her to exer­cise his or her rights under this Act and to ensu­re trans­pa­rent data processing” […].

Accor­ding to estab­lished case law, the right to infor­ma­ti­on can gene­ral­ly be asser­ted wit­hout pro­of of an inte­rest. Howe­ver, this means not that the moti­ve of the request for infor­ma­ti­on is irrele­vant:

Howe­ver, the requi­re­ment under Art. 9 of the FADP can be Weig­hing up the mutu­al inte­rests requi­re the per­son reque­st­ing infor­ma­ti­on to explain his or her inte­rests. In addi­ti­on, the moti­ve of a request for infor­ma­ti­on with regard to a pos­si­ble Abu­se of rights (Art. 2 Para. 2 ZGB) is of importance (BGE 141 III 119 E. 7.1.1 P. 127; 138 III 425 E. 5.4 f.; each with fur­ther references).

The BGer also sets out the appli­ca­ble stan­dards for an abu­se of rights when exer­cis­ing the right to information:

Accor­ding to estab­lished case law, abu­se of rights is in par­ti­cu­lar the impro­per use of a legal insti­tu­ti­on for the rea­lizati­on of inte­rests which this insti­tu­te does not intend to pro­tect (BGE 140 III 491 E. 4.2.4; 135 III 162 E. 3.3.1 p. 169 with fur­ther refe­ren­ces). With refe­rence to Art. 8 DPA, the Fede­ral Supre­me Court has sta­ted that an abu­se of rights is con­side­red if the right to infor­ma­ti­on is too pur­po­ses con­tra­ry to data pro­tec­tion for exam­p­le, in order to save the costs of data pro­cu­re­ment, which would other­wi­se have to be paid. One could also think of a vexa­tious exer­cise of rights wit­hout any real inte­rest in the infor­ma­ti­on, mere­ly in order to dama­ge the par­ty obli­ged to pro­vi­de the infor­ma­ti­on. An impro­per use of the right to infor­ma­ti­on under data pro­tec­tion law and thus an abu­se of rights – accor­ding to the Fede­ral Supre­me Court – would pro­ba­b­ly also be assu­med, if the request for infor­ma­ti­on is made for the sole pur­po­se of fin­ding out about the (sub­se­quent) other par­ty and obtai­ning evi­dence that a par­ty could not other­wi­se obtain. This is becau­se the right to infor­ma­ti­on under Art. 8 FADP is not inten­ded to faci­li­ta­te the obtai­ning of evi­dence or to inter­fe­re with civil pro­ce­du­ral law (BGE 138 III 425 E. 5.5; cf. also BGE 141 III 119 E. 7.1.1).

Howe­ver, in the spe­ci­fic case – in con­trast to the ear­lier rulings – it was estab­lished that the request for infor­ma­ti­on was Exclu­si­ve­ly the cla­ri­fi­ca­ti­on of pro­cess oppor­tu­ni­ties ser­ved, and this repres­ents a dis­c­lo­se abu­se of rights dar:

5.4 In BGE 138 III 425 and BGE 141 III 119 – as, inci­den­tal­ly, sin­ce then also in the not offi­ci­al­ly published judgment 4A_506/2014 / 4A_524/2014 of July 3, 2015 (E. 8.4.2) – the Fede­ral Supre­me Court denied an abu­se of rights, sin­ce in each case an inte­rest of the entit­led par­ty was reco­gnizable to be able to check the data con­cer­ning it or its pro­ce­s­sing by the obli­ga­ted party.
This is not the case here. On the con­tra­ry, it is estab­lished that with their request for infor­ma­ti­on the respond­ents are only pur­suing the cla­ri­fi­ca­ti­on of the pro­s­pects of liti­ga­ti­on. (see reci­tal 5.1). As the com­plainants right­ly sub­mit, This moti­va­ti­on is also expres­sed in the scope of the request for infor­ma­ti­on.which extends to all cor­re­spon­dence and docu­ments (as far as con­cer­ning the respond­ents). The respond­ents do not cla­im thatthat they wish to veri­fy the accu­ra­cy of this data or com­pli­ance with the data pro­ce­s­sing prin­ci­ples in order to bring claims based on the DPA, if necessary.
Under the­se cir­cum­stances, howe­ver, the respond­ents’ request for infor­ma­ti­on repres­ents a con­sti­tu­tes mani­fest abu­se of the right; they make use of the right to infor­ma­ti­on under data pro­tec­tion law for an impro­per pur­po­se. If the Supre­me Court assu­med that Art. 8 DPA does not requi­re an inte­rest in data pro­tec­tion, but can also ser­ve sole­ly to cla­ri­fy the pro­s­pects of liti­ga­ti­on, it assu­med an incor­rect inter­pre­ta­ti­on of the law.