How to obtain an injunction and defend an injunction application

A prohibitory injunction is an order enforcing a party to refrain from doing a specific act as opposed to ordering a party to do a specific act, which is known as a mandatory injunction.  Prohibitory injunctions are used to prevent a breach of confidence or to enforce a restrictive covenant such as non-solicitation of clients or customers or non-poaching of employees.

We advise claimants on obtaining and enforcing injunctions.  We equally advise defendants on defences to an order of an injunction.  Based on our experience of advising claimants and defendants on injunctions we have compiled an overview of the key issues to consider.

Outline

back to topWhat is an injunction

An injunction is a remedy, not a cause of action. It carries a sanction of contempt of court if it is disobeyed. Given the serious nature of the remedy:

  • It should only be used where the applicant insists that no other form of remedy (for example, damages or rescission) will provide an adequate solution to the claims.
  • The application must be made to a judge (rather than a master or district judge).
  • The applicant has a duty of full and frank disclosure and will also usually be required to give an undertaking in damages.

back to topInterim injunctions and final injunctions

An interim injunction is a provisional measure taken at an early stage in the proceedings, before trial and before any final decision on the merits of either side's case. It remains in force until discharged by the court. The interim injunction is intended to prevent injustice pending trial. (In practice, the main action is often not pursued.)

A final injunction continues after the conclusion of proceedings and is granted to last perpetually or until a specified date. To obtain a final injunction, the claimant's case must be proved on a balance of probabilities (a higher burden of proof than for an interim injunction). This may be possible where the application is to enforce a restrictive covenant in a contract.

back to topDefendant's undertakings

The court may accept undertakings in place of, or as part of, an injunction. Undertakings are given by individuals and are subject to the penalty of contempt of court if broken. They offer the defendant the chance to restrict the order made by offering promises which may be more limited than standard orders, but sufficient to move the balance of convenience so that an order is not considered appropriate. They will usually be recorded in the order.

back to topCriteria for interim injunctions

The criteria below relate to the exercise of the court's discretion to grant interim injunctions.

Just and convenient

The grant of an injunction is at the discretion of the court and may be granted where it appears to be just and convenient to do so. The court should also consider whether the grant of relief is proportionate in the context of the European Convention on Human Rights.

American Cyanamid guidelines

In American Cyanamid Co v Ethicon Ltd [1975] AC 396, Lord Diplock laid down guidelines on how the court's discretion to grant interim injunctions should be exercised. These are known as the "American Cyanamid guidelines". The underlying principle is to enable the court to make an order that will do justice between the parties.

The main guidelines are:

  • Whether there is a serious question to be tried.
  • Whether damages would be an adequate remedy.
  • What would be the balance of convenience of each of the parties should an order be granted?
  • Whether there are any special factors.

Serious question to be tried

The claimant does not need to show a prima facie case, in the sense of convincing the court that, on the evidence before it, he is more likely than not to obtain a final injunction at trial. However, the claim must not be "frivolous or vexatious". The claimant must satisfy the court that his cause of action has substance.

If the court finds that there is no serious question to be tried on the substantive claim, the injunction must be refused.

It is not appropriate for the court to undertake a detailed consideration of the law at the interim stage.

Adequacy of damages

If the first guideline is fulfilled, the court then considers whether damages would be an adequate remedy for the claimant. If damages are an adequate remedy then the court is unlikely to grant the injunction. Where the wrongdoing has ceased and there is no likelihood of it recurring, no injunction will be granted.

Under UK law the court will also consider whether the defendant is likely to be able to pay any damages awarded in favour of the claimant.

If damages would be inadequate or there is doubt about the adequacy of damages, the court then seeks to balance the respective disadvantages the parties will suffer by virtue of the grant or refusal of an injunction.

Balance of convenience

The court will consider where the "balance of convenience" lies, that is, the respective inconvenience or loss to each party if the order is granted or not.

Most injunction cases are determined on the balance of convenience. Each case will depend on its facts.

Matters that the courts have found to be important include being deprived of employment, damage to the goodwill of a business, preserving confidential or financial information and the judge's intention to give directions for a speedy trial of the underlying issues.

In addition, the court will consider the claimant's ability to pay any damages that he is ordered to pay under his cross-undertaking in damages.

If the factors are evenly balanced the court should preserve the status quo. Therefore it is essential to move quickly and, if possible, apply for an injunction before any infringement or breach has taken place.

Special factors

The court will consider whether the relief can be clearly expressed in an order and whether it would be enforceable.

If it is possible to assess the relative strengths of the parties' cases on the basis of the evidence available, this may be a significant factor in the exercise of the court's discretion.

Exceptions to American Cyanamid guidelines

There are a number of categories where the American Cyanamid principles will not apply under UK law and the court will investigate the merits of the cause of action. These include where the injunction would bring an end to the matter. The degree to which the merits of the case are investigated vary with the circumstances of each case. This will require an assessment of the merits rather than applying the test of whether there is a serious issue to be tried.

back to topWhen to apply for a mandatory injunction or a prohibitory injunction

It is important for the claimant to apply sooner rather than later for the following reasons:

  • To obtain maximum protection.
  • Delay may be regarded by the court as a factor against the claimant, although it is not a bar to an injunction.

A claimant can apply even before his legal rights have been infringed if he has strong evidence that his legal rights are about to be infringed.

In cases of extreme urgency, the matter can be dealt with by telephone and out of court hours.

It is possible to apply for an interim injunction before issuing a Claim Form if:

  • The matter is urgent.
  • Such a pre-action application is not prohibited by any rule, practice direction or enactment.
  • It is otherwise desirable in the interests of justice to grant an injunction before the claim is issued.

back to topEvidence required to apply for an injunction

Preliminaries

A claimant will need to prove evidence to show: 

  • Would any other form of remedy (such as damages) provide an adequate solution?
  • Could any injunction be effectively enforced?
  • The substantive claim must be investigated and formulated as fully as possible.
  • The applicant will be required to provide an undertaking in damages, and should be in a position to provide security if required to do so by the court.
  • Is it appropriate to make the application without notice to the respondent?
  • It is usual practice to strengthen an application by first seeking the respondent's undertaking to refrain from the relevant act (for example, demanding an undertaking to remedy the breach of confidentiality). An injunction should then be sought only if the undertakings are not provided. If such a practice is not followed, the court will want to know why.
  • If the application is made without notice, the applicant and his solicitors have a duty to the court to give full and frank disclosure. Even if the application is made on notice, the court will expect a high standard of conduct and disclosure.

On notice or without notice?

Generally, an applicant must serve a copy of the application notice on the respondents as soon as practicable after it is filed and, in any event, at least three clear days before the hearing. This procedure is called an "on notice" application (formerly called an inter partes application).

It is possible to make an application without serving notice on the respondents where permitted by a provision of the CPR, Practice Direction or court order. This is called a "without notice" application (formerly called an ex parte application).The court may grant an application without notice if it appears to the court that there are good reasons for not giving notice. This may be the case if it can be established that giving notice may defeat the purpose of the application.

Full and frank disclosure

If an application is made without notice, the applicant must disclose all the relevant facts in relation to the application, even if some of the facts are adverse to his case. These must be included in the witness statement or affidavit. Failure to give full and frank disclosure can lead to the injunction being discharged.

Where the application is made on notice there is not such a high standard, but it will weaken the case if facts which are unhelpful to the case are ignored, since they may well be raised by the other side. It is therefore better to deal with these facts in the evidence than to try to explain them during the hearing.

back to topClaimant's undertaking

An undertaking in damages is almost always required from a claimant when an interim injunction is granted. By the undertaking (also referred to as the cross-undertaking), the claimant is required to undertake to compensate the defendant for the loss incurred should it later transpire that the injunction was wrongly granted.

If the claimant has a change in circumstances which may affect his undertaking in damages, he must notify the court and the defendant.

Where there is doubt about the claimant's solvency, the defendant may seek an order that the claimant must provide security to support the cross-undertaking. To do this, the defendant must satisfy the court that the injunction is likely to cause the defendant significant loss and submit satisfactory evidence that the claimant may be unable to pay.

back to topPreparing the application for an injunction

Summary

Under English law, it is usually necessary to prepare the following documents in order to obtain a mandatory or prohibitory injunction:

  • Claim Form (if not already issued).
  • Application notice, which briefly sets out the grounds relied on for the application.
  • Witnesses statements or, where appropriate, affidavits and exhibits.
  • Draft order.

A skeleton argument is required for most High Court applications dealt with by judges. It is usual for the advocate to file it two clear days before the hearing if possible.

Drafting the supporting evidence

Form

The Particulars of Claim can be relied on as evidence when supported by a statement of truth, but are usually insufficiently detailed. Full witness statements are usual. The witness statements must contain statements of truth.

Content

Where the application is made without notice, the applicant has a duty of full and frank disclosure

For an application for an injunction to protect confidential information, the supporting evidence should address the following points:

  • The source of knowledge of the witness about the relevant matters and the status and experience of the witness within the claimant organisation.
  • A precise description of the confidential information, setting out what needs to be protected so that it can be identified for enforcement purposes.
  • The existence of the causes of action (by expansion on and cross-references to the case set out in the particulars of claim) and a statement of belief that there is a serious case to answer.
  • An explanation of why there is a genuine concern that there is or will be a breach of confidentiality.
  • An explanation of why the information is said to be confidential. This may include why it is unique, what steps have been taken to safeguard it and ensure employees are aware of its confidential nature, and its value to competitors.
  • An explanation of how the breach will be damaging to the business.
  • Any information about the inadequacy of damages
  • Whether the defendant is likely to be good for the damages. Any available financial information should be exhibited;
  • In what way the claimant's business will be impaired by not obtaining relief now. It is reasonably well established that giving a competitor a "head start" advantage in producing a product which would otherwise have a long lead-in development time points to giving an injunction rather than relying on damages.
  • An assessment of the balance of convenience for each party.
  • An explanation of why the status quo is (or is not) satisfactory to the claimant.
  • General discretionary factors. This may include drawing the court's attention to any refusal by the defendant to give reasonable undertakings. Copies of relevant pre-action correspondence should be exhibited.
  • Evidence of the claimant's financial situation to show that it will be good for any damages which it may be required to pay under the cross-undertaking. When acting for a company, the last audited accounts, as well as the latest management accounts, should be exhibited. Individuals should be in a position to give details regarding their assets.

back to topDefending an injunction application 

Where the application is made on notice, the defendant can file evidence in opposition to the application. In an application relating to disclosure of confidential information, the defendant's evidence may deal with:

  • An outline of any likely defence.
  • The source of knowledge of the witness about the relevant matters and the status and experience of the witness within the claimant organisation.
  • Correction of any incorrect facts put forward by the claimant.
  • Consideration of the balance of convenience, including correcting any incorrect assumptions the claimant has made.
  • Any reasons to believe the information is not truly confidential (for example, it is already in the public domain).
  • Any financial information supporting an allegation (if made) that the claimant may not be able to fund the cross-undertaking in damages.
  • Background indicating the reasonableness of the defendant's behaviour. This may include an explanation of any refusal to give undertakings or a statement that he is not intending to compete.

back to topDrafting the order for an injunction

The order must set out clearly what the respondent must not do. It must specify the details: breach of confidentiality, mis-use of information, breach of restrictive covenant such as non-solicitation of customers, setting up in competition, poaching of employees, etc.  It must also include a penal notice and the applicant's undertakings. It is usual and good practice to file a draft order with the application.

Penal notice

The injunction must have the requisite penal notice prominently endorsed on the front page. If it does not, the injunction may not be enforced by way of committal proceedings.

Applicant's undertakings

The order must also include the applicant's undertakings to court. An order for an interim injunction must include undertakings by the applicant to:

  • Pay any damages which the respondent sustains and which the court considers the applicant should pay (the cross-undertaking or undertaking in damages).
  • To serve the application notice, evidence and order as soon as possible, where service did not take place before the order was made.
  • To fix a return date for a hearing at which the respondent may be represented, if the application was made without notice.
  • To file the application notice and pay the court fee on the same or next working day, if this was not done before the date of the order.
  • To issue the claim form, if this has not been done.

In addition, the court will consider whether the applicant should undertake to pay damages sustained by any person other than the respondent who suffers loss as a consequence of the order.

back to topServing the order on the defendant

An injunction should be served personally on the person to whom it is addressed. Although there is no requirement stating this, effecting service in this way avoids arguments later about service.

Where other parties are likely to assist the defendant to breach the order, it is a good idea to serve those other parties too with the order for a prohbitory injunction or a mandatory injunction.

The injunction must be served within any time limit for service determined by the Court.

back to topDischarge of an injunction

If it appears right to do so, an injunction can be discharged at the court's discretion under UK law when the matter again comes before the court on an application to continue the injunction on the following grounds:

  • The injunction has become oppressive.
  • The injunction was granted on terms that have not been fulfilled. This would be the case if there was no breach of confidentiality, or no evidence of loss caused by breach of a restrictive covenant such as non-poaching of employees or non-poaching of customers or clients.
  • Material non-disclosure where the injunction was granted without notice.
  • There has been an inordinate amount of delay by the claimant since bringing the claims in support of the injunction.

back to topEnforcement of an injunction

If the injunction is disobeyed, under English law it usually carries a sanction of contempt of court. The injunction is usually enforced by committal proceedings, that is, by an application to commit the person who is in breach of the injunction to prison. However, this person can, in the alternative, be fined or made to pay damages. The court also has a power to order an act to be done under a mandatory injunction.

 

Conclusion - injunctions the overview 

Mandatory injunctions and prohibitory injunctions are the means of enforcing confidentiality, privacy and restrictive covenants such as non-solicitation of customers or clients, non-poaching of employees and to prevent someone setting up in competition.  Applications under English law must be made to the Court.   Litigation is expensive and the outcome of an application for any injunction can never be guaranteed.  The claimant must act swiftly to enforce its rights under the confidentiality clauses or restrictive covenants and the defendant must act swiftly in defence.

Gannons commercial litigation solicitors have the skill and experience to guide defendants and claimants through the process. 

This paper is designed to provide a summary of the issues addressed. Therefore, it is not intended as a detailed commentary on the relevant law and any comments made should not be acted upon without first taking specific legal advice.

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