HKSAR v. Chen Keen (Alias Jack Chen) and Others

Read the full judgment text of CACC 172/2016 on BabelCite. This Court of Appeal judgment was delivered on 16 April 2018.

1. Each member of the Court has contributed to this judgment.

Cited by 2 cases · Cites 8 cases

Case No.CACC 172/2016[2018] HKCA 121
Court
Court of Appeal
Date16 Apr 2018
Judge
Case Document
100%Judiciary

CACC 172/2016

[2018] HKCA 121

IN THE HIGH COURT OF THE

HONG KONG SPECIAL ADMINISTRATIVE REGION

COURT OF APPEAL

CRIMINAL APPEAL NO. 172 OF 2016

(ON APPEAL FROM HCCC NO. 83 OF 2014)

____________

BETWEEN    
  HKSAR Respondent
  and
  CHEN Keen (alias Jack CHEN) (陳克恩) 1st Applicant
    (1st Defendant)
  HAO May (formerly known as 2nd Applicant
  WANG May Yan) (alias May WANG) (2nd Defendant)
  YEE WENJYE (ALSO KNOWN AS 3rd Appellant
  Yu Wenjie) (alias Eric YEE) (3rd Defendant)

____________

Before: Hon Lunn VP, Macrae and Pang JJA in Court
Dates of Hearing: 18-21, 24-28 and 31 July 2017
Date of Judgment: 16 April 2018

________________

J U D G M E N T

________________

Hon Lunn VP :

1.Each member of the Court has contributed to this judgment.

2.The 1st and 2nd applicants and the 3rd appellant were convicted on 29 April 2016, after trial before Pang J and a jury, of various counts on an indictment.  The 3rd appellant appeals with the leave of Lunn VP, granted on 9 May 2017, in respect of some grounds of appeal and renews his application for leave in respect of other grounds of appeal for which leave was refused.  For the sake of convenience, we shall refer to the 1st and 2nd applicants and the 3rd appellant as appellants.

3.All three appellants were convicted of the same two counts of conspiracy to defraud (Counts 1 and 2).  In addition, the 1st appellant was convicted of a separate count of dealing with property, knowing or having reasonable grounds to believe that it was the proceeds of an indictable offence, contrary to section 25(1) and (3) of the Organized and Serious Crimes Ordinance, Cap. 455 (Count 3).

The indictment

4.By the Particulars of Offence of Counts 1 and 2, it was averred that the three appellants had conspired to defraud the Stock Exchange of Hong Kong (“SEHK”) (Count 1) and China Jin Hui Mining Corporation Limited (“CJHM”), a company listed on the SEHK and referred to at trial by its stock code number, 462, and its existing shareholders (Count 2) by dishonestly making false representations and concealing or failing to disclose matters thereby causing:

(f)    the SEHK to allow the publication by 462 of an announcement, on 4 June 2009, and of a circular on 8 September 2009 (Count 1);

(f)    462 and its existing shareholders to approve the agreement for the Acquisition; (Count 2); and

(g)  462 to issue and release convertible notes and an optional bond for the payment of the Acquisition (Count 2).

5.Particulars (a) to (e) of both counts were identical and were to the following effect:

(a)     falsely representing that UBNZ Trustee Limited (“UTCL”, otherwise known as “UBTL”) and UBNZ Funds Management Limited (“UBFM”) and their respective ultimate beneficial owners were independent third parties to 462 and its connected persons;

(b)    falsely representing that there was no existing or prior relationship or understanding between the 1st and 2nd appellants with respect to the acquisition of all the shares of UBNZ Assets Holdings Limited (“UBAH”) by 462 from UBTL (“the Acquisition”);

(c)     concealing or failing to declare that the 1st appellant had an interest in the Acquisition in that the 1st and 2nd appellants were parties to an agreement signed between them and Latitude Asia Limited, dated 8 October 2008, to share the commission arising from or received through the sale and purchase of the dairy farms owned by the CraFarms Group;

(d)    falsely representing that the gross profit of the properties and fixed assets relating to the CraFarms Group’s dairy farms (“the Properties”) for the year ended 31 May 2009 was approximately HK$92,520,000; and

(e)     concealing or failing to disclose the true financial position of the Properties.

The trial

6.On 22 May 2009, 462 entered into an agreement with UBTL, otherwise known as UTCL, for the purchase of the shares of UBAH for NZ$500 million.[1]  The purchase was to proceed in two parts.  The first part provided for the sale of 20 percent of the shares UBAH for NZ$100 million and the second part for the sale of the balance of 80 percent of those shares for NZ$400 million.  The underlying assets, the subject of the sale and purchase, were farm Properties stipulated in Schedule 2A of the agreement [2], in respect of which it was stipulated that UBFM had entered into sale and purchase agreements (“Farm agreements”).

7.Earlier that day, the board of directors of 462, attended by the 1st appellant, had approved the purchase.  The minutes recorded the fact that it was reported to the meeting, in exactly the same language used in the subsequent announcement of 4 June 2009, that the ultimate beneficial owners of UTCL and UBMF were “third parties independent of the company and its connected persons.” [3]  On 7 May 2009, the 1st appellant had been appointed a director and co‑chairman of 462.[4]

8.On 18 May 2009, the 2nd appellant, using UBFM, had entered into six agreements with six companies of the CraFarms Group[5] to purchase the farms stipulated in Schedule 2A of the 462 sale and purchase agreement for a total of NZ$259 million.

9.Given that the proposed acquisition by 462 was a very substantial acquisition (“VSA”), 462 on 4 June 2009, no objection having been made by the SEHK to its publication, 462 published an announcement in respect of the sale and purchase agreement and the proposed issue by 462 of convertible notes.[6]

10.On 8 September 2009, no objection having been made by the SEHK to its publication, with the approval of its Board of Directors, 462 published a circular in respect of the sale and purchase agreement and the proposed issue by 462 of convertible notes.[7]  It gave notice that it was proposed to hold an extraordinary general meeting on 2 October 2009 for the purpose of considering ordinary resolutions, to increase the share capital of 462 and, inter‑alia, to approve the acquisition agreement and the issue of the convertible notes and allotment and issue of conversion shares, and a special resolution to change the name of 462.  The 1st appellant signed a Confirmation, dated 7 September 2009, in which he confirmed that he had “…read the Circular of the Company in respect of the Transactions and consents to the content of the Circular as being accurate and complete in all material respects, and not misleading or deceptive.” [8]  Notice was given in the circular of the prospective convening of an Extraordinary General Meeting (“EGM”) of the shareholders of 462 on 2 October 2009 to consider the approval of three resolutions: first, increasing the authorised capital of 462; secondly, approving the sale and purchase agreement and the issue of convertible notes; and, thirdly changing the name of 462 to “Natural Dairy (NZ) Holdings Limited”.

11.The announcement, dated 4 June 2009, stated:[9]

“ To the best of the information, knowledge and belief of the directors having made all reasonable enquiries, UTCL and UBFM and their respective ultimate beneficial owners are third parties independent of the company and its connected persons.”

12.The circular, dated 8 September 2009, included a similar assertion, but also went on to state:[10]

“ …in particular there is no existing or prior relationship or understanding between Mr. Jack Keen Chen and Ms. May Wang with respect to the Acquisition such that the Acquisition shall become a connected transaction under Chapter 14 A of the Listing Rules.”

13.Earlier, in correspondence, the 1st and 2nd appellants had replied to enquiries from the SEHK, dated 10 August 2009, in the context of the Acquisition, as to their relationship.[11]  In an undated reply, the 1st appellant asserted “There were no existing or prior relationship between myself and Ms Wang with respect to the Acquisition.” [12]  For her part, in a reply to the SEHK, dated 19 August 2009, the 2nd appellant asserted “There was no existing or prior relationship between Mr Chen & me with respect to the Acquisition.” [13]

14.In Appendix II of the circular, under the rubric “FINANCIAL INFORMATION OF THE TARGET GROUP” it was asserted, inter‑alia, that gross profit in the “Unaudited Combined Profit and Loss Statements Attributable to the Target Assets” for the year ended 31 May 2009 was $92,520,000.  It was stated the calculation of that and other figures, namely revenue, cost of sales, other income gains (losses) and net income, in respect of that and earlier financial years “…have been prepared based on the financial and other information provided by the management of the vendor.”

15.On 2 October 2009, the shareholders of 462 passed the resolutions approving the increase in the authorised share capital, the acquisition agreement, the issue of convertible notes and the allotment and issue of conversion shares.

16.On 4 December 2009, 462 entered into a placing agreement with Sun Hung Kai Financial (“SHKI”)[14], pursuant to which the latter agreed, inter‑alia, to place convertible bonds, (CN‑C), to an aggregate principal amount of HK$951 million.

17.On and between 21 December 2009 and 10 February 2010, SHKI remitted HK$692.27 million (NZ$125 million) to an account of Knight Coldicutt with the Bank of New Zealand to be held in escrow for 462.[15]  On and between 21 December 2009 and 10 February 2010, those monies were transferred from that account to a Knight Coldicutt ‘Client Trust Account’ with the Bank of New Zealand.[16]

18.The Knight Coldicutt Financial Ledgers reflect the transfer of NZ$51.6 million of those monies from 462 to UBTL, UBAH and UBFM.[17]  On 11 and 15 February 2010, a total of NZ$25.5 million was transferred from UBFM to the bank account of UBTL with HSBC NZ, of which the 2nd appellant was the sole signatory.[18]  On 17 February 2010, HK$73.3 million was transferred from that account of UBTL to the current account of Goldmate with ICBC but only received in that account on 2 March 2010.[19] (Count 3) Goldmate was a Hong Kong registered company, of which the 1st appellant was a legal and beneficial owner at all material times.[20]  The 1st appellant was the sole signatory of the latter account.  On 11 March 2010, a cheque drawn on Goldmate’s account and signed by the 1st appellant in the sum of HK$68.95 million was deposited into the account of Fred Kan & Co.[21]  On 12 March 2010, a cheque in the same amount drawn on the account of Fred Kan & Co. was deposited into the bank account of the 1st appellant’s wife, Ye Fang.[22]

19.On 20 and 21 April 2010, SHKI transferred HK$356.1 million of the proceeds raised by the sale of convertible notes (CN‑B) to an account of Knight Coldicutt with the Bank of New Zealand.  On 25 May 2010, NZ$65.5 million was transferred from that account to a Knight Coldicutt ‘Client Trust Account’ to the credit of UBTL.[23]  On 11 June 2010, NZ$2,067,669 was transferred from that account to the current account of Goldmate with ICBC.  On 13 July 2010, there was a further transfer between those accounts of NZ$100,000.[24] (Count 3)

Background

20.On 3 October 2008, on the instructions of the 2nd appellant, Barry Fraser had signed a Confidentiality Agreement on behalf of UBFM with the CraFarms Group, which included the six companies whose Properties were the farms stipulated in Schedule 2A of the sale and purchase agreement, dated 22 May 2009.[25]  The agreement provided for the provision of information in respect of the Properties, which UBFM agreed to keep confidential.

21.On 8 October 2008, Barry Fraser signed a Commission Agreement (“CSA”) on behalf of Latitude Asia, of which his two sons were directors, with the 1st and 2nd appellants.[26]  The agreement provided that “…all commission received through dairy farm purchases with CraFarms Group”, which was described as including the six companies which owned the farms stipulated in Schedule 2A of the sale and purchase agreement dated 22 May 2009, “will be shared equally between the said three parties.”

22.On 17 November 2008, Barry Fraser signed a Consultancy Agreement with CraFarms Group, which was described as including the same six companies which owned the farms, pursuant to which he was appointed the consultant of the Group in respect of the sale of the farms.[27]  The agreement provided that he was to be paid a 2 per cent success fee on the “…full and final settlement of all of the farm agreements”.  Although the agreement provided that the appointment was for an “initial period of one month”, it provided for an extension of time in which it operated.

23.By a Letter of Engagement, dated 3 June 2009, ShineWing HK (CPA) Ltd (ShineWing), albeit signed by 462 on 16 June 2009, in respect of the proposed acquisition, ShineWing was engaged to conduct reviews of UBNZ Assets Holdings Limited, (“the Target Company”) and the assets (“Target Assets”) it was proposed be injected into UBNZ Assets Holdings Limited prior to the acquisition.[28]  In particular, ShineWing was required to “Review the profit and loss statements of the Target Assets for the 3 years ended 31 May 2006, 2007, 2008 and ten months ended 31 March 2008 and 2009.”  Also,ShineWing was required to issue an accountant’s report on the unaudited pro forma financial information.  Further, ShineWing was required to issue a letter of consent in respect of the circular and to review it and the announcement in respect of the proposed transaction.  On 7 June 2009, a number of members of staff of ShineWing travelled to New Zealand to facilitate ShineWing’s discharge of its duties under the letter of engagement.[29]

24.There was no dispute that the 3rd appellant liaised with ShineWing in providing them with information, purportedly to enable them to discharge their duties.  In his turn, he received information relevant to those matters from Mark King of Stretton’s, the accountants of the CraFarms Group, and from David Wiltshire, the finance and administration manager of CraFarms Group.

The prosecution case

Counts 1 and 2

25.It was the prosecution case that May Wang, acting through companies she controlled as the vendors in the sale and purchase agreement with 462 in respect of the farms, was far from independent from 462 and its connected persons, as was asserted in both the announcement and the circular.  It was the prosecution case that the 1st and 2nd appellants were “working together” on the transaction.  Accordingly, assertions in the announcement and the circular that the parties to the sale and purchase agreement were independent of one another were false.

26.Of the 3rd appellant, it was the prosecution case that he had provided ShineWing with false figures in respect of the target company and target assets.  He did so by manipulating the figures that had been provided to him by Mark King.  The 3rd appellant was not only aware that the false figures he had provided to ShineWing were being used in statements made in the circular but he also responded to enquiries from ShineWing giving explanations to be used in the circular for those false figures.  It was falsely represented to the SEHK, 462 and its shareholders that the gross profits of the properties and fixed assets relating to the dairy farms was $92,520,000.

27.It was the prosecution case that all three appellants were parties to two separate conspiracies to defraud, which had the ultimate common purpose of securing the approval of the shareholders in the EGM to the acquisition agreement and to the issue of convertible notes, followed by the execution of that acquisition agreement and the issuing of convertible notes.  First, they were parties to an agreement to defraud the SEHK, pursuant to which it was intended that false representations be made dishonestly to the SEHK, or not disclosing matters which ought to have been disclosed, so as to cause the SEHK to allow the publication of the announcement and the circular (Count 1).  Securing those objectives was a necessary step to securing the ultimate objective.  Secondly, they were parties to a related conspiracy to defraud 462 and its shareholders, pursuant to which it was intended that false representations be made dishonestly, or not disclosing, or concealing, matters which ought to have been disclosed, so as to cause 462 and its shareholders to approve the Acquisition, to issue and release convertible notes and an optional bond (Count 2).

Count 3

28.The total amount of money transferred from the account of Knight Coldicutt to the account of Goldmate, of which the 1st appellant was the sole signatory, namely HK$85,287,112.56, was the property stipulated in the Particulars of Offence of Count 3, with which it was alleged that the 1st appellant had dealt, knowing or having reasonable grounds to believe that it represented the proceeds of an indictable offence.  It was the prosecution case that the 1st appellant knew that the monies with which he dealt were the proceeds of an indictable offence, in particular that the monies were raised by 462 for the acquisition and they represented the proceeds of the conspiracy of which he was a party to defraud 462, as averred by Count 2.[30]

The defence case

29.Neither the 1st nor 2nd appellants gave evidence in the defence case, although the 1st appellant called Chen Feng as defence witness in his case.  The 3rd appellant testified in his case.  It was the defence case that neither of the two alleged conspiracies existed.  Although the 1st and 2nd appellants acknowledged that they had known each other prior to the acquisition by 462, it was their case that there was no secret relationship in existence between them in respect of the acquisition.  There was no impropriety or dishonesty.

30.It was contended on behalf of the 1st and 2nd appellants that the commission agreement related to a wholly different matter.  In any event, it had expired and had no application to the acquisition by 462.  Moreover, there was no provision in the sale and purchase agreement for the payment of commission.  The consultancy agreement, which did provide for the payment of commission, had expired.  Further, the 2nd appellant, qua vendor, had no duty of disclosure.

31.It was the case of the 1st and 2nd appellants that there was nothing improper in the payment of NZ$51.6 million to UBTL.  It was “part payment” for 20 percent of the UBAH shares.  So, the 2nd appellant had the right to dispose of those monies as she chose.

32.It was the 3rd appellant’s evidence that he had disclosed the accounts in respect of the farms, which had been provided to him by Mark King on 15 June 2009 (“Tab 11”),[31] to various members of staff of ShineWing whilst they were in New Zealand and, further, that he had discussed those figures with them.  He told them that, for his part, he was working on projected figures, based on assumptions.  The appellants pointed to emails sent by the 2nd appellant to ShineWing, in which it was asserted that the figures were based on assumptions.[32]  Also, the defence relied on the evidence of Andy Wong, of ShineWing, who had agreed that, although the management accounts of the target assets had to be based on historical figures, it was possible to proceed on the basis of reasonable adjustments on an “as if ” basis, on the assumption that the acquired assets had been run in accordance with the new model.[33]

33.It was the 1st appellant’s case that he was not involved in the compilation of the accounts by the 3rd appellant.  He was entitled to and did rely on ShineWing, the professional accountants, to ensure that the figures provided by the 3rd appellant were appropriate for use in the circular.  The 1st appellant was not involved in the preparation of the circular and did not reply to emails sent to him by the 3rd appellant that were relevant to the issue.  There was no evidence that the Tab 11 accounts had been sent to the 1st appellant.

34.It was the 3rd appellant’s case that he was unaware that the representation that the gross profit for the year ended 31 May 2009 was $92,520,000 was based on the figures he had supplied ShineWing.  In any event, he played no part in advancing those figures to the SEHK or in including them in the circular published by 462 and made available to its shareholders.  He was not familiar with the Listing Rules of the SEHK.

Grounds of appeal against conviction

The 1st appellant

35.Ms Montgomery QC, on behalf of the 1st appellant, has advanced five perfected grounds of appeal.  Ground 1 is centred on particulars (a) and (b) of Counts 1 and 2.  Essentially, it is averred that the misrepresentations in particulars (a) and (b) of each count were derived from the Listing Rules, and that it was for the prosecution to prove beyond reasonable doubt that the 462 acquisition was a “connected transaction” between “connected persons” within the meaning of the Rules.  That was a matter of law for the judge to determine and, since it was not a “connected transaction” under the Listing Rules, the case based on these particulars ought to have been withdrawn. Instead, the judge erroneously allowed the prosecution to proceed on the basis, not that it was a “connected transaction” between “connected parties” under the Listing Rules but that in some general, undefined way the 1st and 2nd appellants were “working together” to defraud 462.  We shall refer to this as the Connected transaction ground.

36.Ground 2 concerns the CSA.  In essence, it avers that the judge wrongly permitted the jury to find that the non‑disclosure of the CSA could amount to a conspiracy to defraud, when on the evidence there was no such duty of disclosure.  Further, the judge gave erroneous directions as to the 1st appellant’s state of mind in respect of disclosure.

37.Ground 3 complains that there were two conspiracies on the evidence, one allegedly involving the 1st and 2nd appellants in relation to particulars (a) and (b), the other involving the 3rd appellant and the 2nd appellant in relation to particulars (d) and (e).  Accordingly, the judge failed to direct the jury that they must be sure of a single supervening conspiracy, of which the 1st appellant was a part.  We shall refer to this as One conspiracy or two? ground.

38.Ground 4 alleges that the summing up was unbalanced in essentially three ways: (i) the judge failed to sum up the 1st appellant’s case appropriately and to direct the jury properly as to his own subjective dishonesty; (ii) she failed to identify significant inconsistencies in the prosecution case, while emphasising inconsistencies and illogicalities in the defence case; and (iii) she made adverse comments detrimental to the defence, some of which had not been advanced by the prosecution and which, therefore, the defence had no opportunity to answer.

39.The last ground of appeal (Ground 5) avers that the New Zealand depositions were inadmissible.  Such unfairness indirectly affected the 1st appellant.

The 2nd appellant

40.No fewer than twelve grounds of appeal against conviction were advanced by Mr Winter QC on behalf of the 2nd appellant.  By Ground 1, it was argued that, as a matter of law, the SEHK has no public duty to allow or prevent the publication of announcements or circulars; accordingly, Count 1 should have been quashed or withdrawn from the jury.

41.By Ground 2, it was complained that the judge had erred in law in directing the jury that, for Count 1, it was sufficient if they were sure that the 2nd appellant “had agreed to use dishonest means to bring about a state of affairs which [she] intended to, or realised might, cause [the SEHK] into acting or failing to act” – so that [the SEHK] would perform an act contrary to its public duty.  It was contended that to ground the offence, the jury must be sure that the 2nd appellant had intended to cause the SEHK to act or not act; it was not enough for her to have realised that the SEHK might be caused to act or not act.

42.Ground 3 and Ground 7 criticised the judge for failing to separate and distinguish the two conspiracies alleged in Count 1 and Count 2 in that:

(a)     The actual case of the prosecution was based on the alleged conspiracy to defraud 462, namely: the 1st and 2nd appellants were working together; the 1st appellant was to receive part of the purchase price of UBAH; the 1st appellant was party to a commission sharing agreement in respect of the purchase; and the true value of UBAH was significantly less than that represented.

(b)     The alleged conspiracy to defraud the SEHK was but a necessary part of defrauding 462.

(c)  Count 2 (conspiracy to defraud 462) should have been particularised according to the prosecution’s actual case.  Instead, it was premised on particulars that were copied directly from Count 1 (conspiracy to defraud the SEHK).  As a result, the same fraud was prosecuted twice.

(d)     This offended the doctrine of autrefois acquit or convict, with the consequence that the judge should have either compelled the prosecution to amend its allegations as regards Count 2 or withdrawn it from the jury.

(e)     The judge did neither.  On the contrary, she directed the jury wrongly that the frauds in Count 1 and Count 2 were effectively the same, their only difference being in the dates, the identity of the alleged victim and the consequences intended.  This rendered the 2nd appellant’s conviction on Count 2 unsafe.

(f)     The 2nd appellant’s conviction on Count 1 was also unsafe because, in giving her rolled‑up directions on the two counts, the judge failed to direct the jury that, not being an officer of 462, the 2nd appellant must be proved to have become party to 462’s alleged misrepresentations to the SEHK before she could be convicted.  It must be proved that the 2nd appellant knew that these representations were dishonest misrepresentation according the ordinary standards of reasonable men.     

43.By Ground 4 and Ground 9(i)‑(iii), it was contended that, as a matter of law, the representations in particulars (a) to (c), common to both Count 1 and Count 2, were true: the parties involved in the acquisition were “independent” and the acquisition was not a “connected transaction”.  The judge should have so ruled and directed the jury accordingly.  However, she failed to do so.

44.Ground 5 and Ground 8 criticised the judge for failing to quash particulars (d) and (e) of Count 1 and Count 2.  There was evidence to show that, by July 2010 at the latest, the 3rd appellant had supplied ShineWing with the true financial information.  Much earlier, the 2nd appellant herself had informed ShineWing that the figures to be included in the circular would be based on projections.

45.By Ground 6, it was argued that the judge was wrong to have allowed William Wong to give expert evidence on the meaning and interpretation of the Listing Rules.  That was a matter of law and could not be the subject of expert opinion.  

46.Ground 9(iv)-(vii) and Ground 12 criticised the judge for failing to sum up the evidence adequately, in particular by omitting matters that were favourable to the 2nd appellant. Ground 11 criticised the judge for failing to redress in her summing up the prejudices and unfairness that the prosecution had engendered in their opening and closing speeches.

47.Finally, by Ground 10, it was submitted that the judge had erred in exercising her discretion to admit the depositions of witnesses taken in New Zealand.  However, in the written submissions submitted on behalf of the 2nd appellant, the Court was informed that the ground was no longer pursued.

The 3rd appellant

48.By Ground 1, Mr Fitzgerald QC submitted on behalf of the 3rd appellant that the judge erred in admitting into evidence the deposition of David Wiltshire taken in New Zealand.  A renewed application was made for leave to appeal on the grounds that the judge had failed to identify the scope of her order to admit evidence relating to business records and her ruling that it was not reasonably practicable to secure the attendance of David Wiltshire, which grounds had been refused by the single judge.

49.Next, by Ground 2, it was submitted that the judge had erred in ruling that the 3rd appellant had a case to answer on each of Counts 1 and 2.  There was no evidence, and certainly no reliable evidence, that the 3rd appellant was a party to an agreement to dishonestly represent falsely that the gross profits of the properties and fixed assets of the dairy farms for the year ended 31 May 2009 was $92,520,000.  The 3rd appellant played no part in making that representation to the SEHK or in the circular to 462 and its shareholders. On the contrary, there was evidence from the prosecution witnesses that ShineWing had been informed that the figures provided by the 3rd appellant were based on assumptions.  Andy Wong testified that it was reasonable to do so.  There was no evidence, and certainly no reliable evidence, that the 3rd appellant was a party to an agreement to dishonestly conceal or failed to disclose the true financial position of the dairy farms.  On the contrary, there was evidence from ShineWing witnesses that the 3rd appellant had disclosed the Tab 11 accounts, provided to him by Mark King on 15 June 2009, in particular that they had done so before they left New Zealand.

50.Then, by Ground 5, it was submitted that the judge had failed to direct the jury as to the significance of the absence in the prosecution case of expert evidence as to what was the correct figure of gross profit for the dairy farms.  In the absence of such evidence, there was no proper basis to establish the alleged falsity of the figure of $92,520,000 for gross profit stipulated in the circular.

51.Next, by Ground 7, it was contended that the judge had failed to leave to the jury the issue of whether or not there was a causative link between the alleged false representations, acts of concealment or failures to disclose set out in particulars (a) to (d) and the consequence alleged in particular (f) of Count 1, namely causing the SEHK to allow the publication by 462 of the announcement and the circular, and the consequences alleged in particulars (f) and (g) of Count 2, namely causing 462 and its existing shareholders to approve the Acquisition and causing 462 to issue and release convertible notes and an optional bond.  Further, by Ground 8, it was submitted that the judge had failed to direct the jury to consider whether or not it was proved that the 3rd appellant had entered either or both conspiracies with intent to cause the particular consequences stipulated in the Particulars of Offence.  The importance of such a direction to the 3rd appellant lay in the fact that first, there was no evidence that the 3rd appellant stood to or did profit from the alleged conspiracies; secondly, the 3rd appellant expected other professionals to take responsibility for the actual use of the figures that he had provided.

52.Then, by Ground 9, it was submitted that the judge’s summing up was unfair and unbalanced towards the 3rd appellant. The judge dealt with the evidence of Doris Yiu and William Li unfairly.[34]  They had seen the documents in Tab 11.  The judge strove wrongly to diminish the effect of that evidence.  Further, the judge had failed to direct the jury as to the significance of the evidence of Andy Wong.[35]  The judge was wrong to direct the jury that it was not material that no expert evidence had been called to address the issue of what the correct figure was for the gross profit.  Whilst it was conceded that the judge had reminded the jury of the contemporaneous documents which supported the assertion that the 3rd appellant intended the figures he provided to be based on assumptions, complaint was made that the judge failed to direct the jury that the evidence went to the issue of a lack of dishonest mens rea.

53.Finally, by Ground 11, it was submitted that the judge had erred in failing to give the 3rd appellant the benefit of a good character direction.  Whilst it was acknowledged that the 3rd appellant had a criminal conviction, it was a wholly unrelated nature to the offences in the indictment and had been committed when the 3rd appellant, now a middle‑aged man, was a juvenile.  Further, it was contended that there was positive evidence of good character.  In those circumstances, the 3rd appellant ought to have received the benefit of at least a qualified good character direction.

The respondent’s submissions

54.For the respondent, in her lengthy written and oral submissions Ms Draycott SC opposed each and every one of the grounds of appeal advanced on behalf of the three appellants.  Where it is necessary to do so, we shall refer to her submissions in the context of a consideration of the arguments advanced on behalf of the respective appellants.

A consideration of the submissions

One conspiracy or two?

55.The issue of the propriety of the particulars of Counts 1 and 2 was engaged by the 1st appellant and the 3rd appellant, albeit on slightly different terms.   Ms Montgomery, on behalf of the 1st appellant, contended (by Ground 3 of the 1st appellant’s grounds of appeal) that the judge failed to direct the jury that they could convict the 1st appellant on particulars (d) and (e) of the conspiracy alleged in Count 1, only if they were sure there was a single conspiracy and that the 1st appellant was party to that conspiracy.  She submitted that such a direction became necessary because the evidence by the close of the case was consistent with one conspiracy formed between the 2nd appellant and the 3rd appellant in relation to particulars (d) and (e), and another separate conspiracy formed between the 1st appellant and the 2nd appellant in relation to particulars (a) to (c).  Therefore, there were two conspiracies and the conspiracy averred by Count 1 was “latently duplicitous”, with consequences for the application of the co‑conspirator’s rule to the evidence relevant to each individual conspiracy.

56.Ms Montgomery relied, in support of the contention that there were two conspiracies rather than one, on the decision of the High Court of Australia in Gerakiteys v The Queen [36].  She argued that if the 1st appellant and the 2nd appellant (but not the 3rd appellant on the judge’s clear directions) were parties to the misrepresentations averred in particulars (a) to (c) of either count under consideration, and if the 3rd appellant and the 2nd appellant (but not the 1st appellant on the evidence) were parties to the misrepresentations in (d) and (e), the 1st appellant having merely been copied certain emails to which he did not respond, then there were effectively two separate conspiracies, subsumed within a single conspiracy charge.

57.Mr Fitzgerald, on behalf of the 3rd appellant, adopted Ms Montgomery’s argument in his oral submissions, although he had initially characterised the complaint somewhat differently in both his perfected grounds of appeal and his written argument.  His original ground of appeal (Ground 8 of the 3rd appellant’s grounds of appeal) complained that the judge had failed to direct the jury in the 3rd appellant’s case to consider whether his client had entered into the conspiracy with intent to cause the particular consequences set out in particular (f) in Count 1, and particulars (f) and (g) in Count 2.  This was said to be of particular importance, since there was no evidence that the 3rd appellant stood to gain from the conspiracies; moreover, he was entitled to expect that ShineWing would take responsibility for any figures ultimately provided to the SEHK and 462.  However, seizing on the principle articulated by Brennan J in Gerakiteys v The Queen [37], that:

“ [i]f two conspirators agree to effect several unlawful objects and a third person agrees with them to effect some only of those objects, there are two conspiracies not one: the original conspirators are parties to both conspiracies, the third persons a party only to the conspiracy with the more limited objects”,

Mr Fitzgerald sought to argue that the prosecution could not prove the 3rd appellant’s involvement in causing the SEHK to allow the publication of the announcement as distinct from the circular, both of which formed the results or objectives of the dishonest agreement pleaded in particular (f) of Count 1; nor could the prosecution establish that the 3rd appellant had caused 462 and its existing shareholders to approve the agreement for the Acquisition (the result or objective of the dishonest agreement in particular (f) of Count 2), or to issue and release notes and an optional bond for the repayment of the Acquisition (the result or objective of the dishonest agreement in particular (g) of Count 2).

58.Accordingly, whilst the point advanced by Mr  Fitzgerald was initially somewhat differently framed from that put forward by Ms Montgomery, both ultimately submitted that each of Counts 1 and 2 improperly averred more than one conspiracy.

59.In considering this complaint, it is necessary to analyse each of the two respective counts and identify what were the essential ingredients of each offence.  In so doing, it is fundamental to bear in mind that the allegation in each count was one of conspiracy to defraud.  The essence of the criminality in each count lay, therefore, in the agreement by the named defendants to defraud the named victim.  As the Court of Appeal of England and Wales put it in R v K and Others [38], at para 35:

“ The rationale for the retention of the offence of conspiracy to defraud is that the criminality aimed at is the agreement, not the carrying out of the agreement; if a sufficiently certain agreement is made to defraud, that is the criminal conduct encompassed within the offence and no more need be proved; provided there is that certainty in the agreement, it matters not how the participant individually intended to go about or actually went about defrauding the intended victims of their money.”

60.That statement of the law was, of course, made in the context of an economic fraud conspiracy, such as that countenanced by Count 2.  However, we consider that it would apply with equal force to a public duty fraud conspiracy, such as that averred in Count 1.

61.The essence of the allegation in Count 1 was that the 1st appellant, the 2nd appellant and the 3rd appellant had agreed together to defraud SEHK, by dishonestly causing SEHK to act contrary to its public duty as the regulating body of the stock market in allowing 462 to publish an announcement dated 4 June 2009, and a circular dated 8 September 2009, in respect of the Acquisition by 462 from UBTL of the entire issued share capital of UBNZ Assets Holdings Limited.  The dishonest means by which the conspirators intended to achieve their objective of causing SEHK to act contrary to its public duty in this way (namely, particular (f)) were the series of misrepresentations identified (namely, particulars (a) to (e)). By “misrepresentations”, we include concealments and failures to declare or disclose.

62.Analysed in this way, and applying the rationale in R v K, it did not matter how the conspirators individually intended to go about executing the fraud, or actually went about executing the fraud.  Nor did it matter whether they succeeded in their aims.  Their criminality lay in their agreement to cause the Stock Exchange to act contrary to its public duty by dishonest means.  The misrepresentations at particulars (a) to (e) were the various means employed by the individual conspirators to implement their agreement and to demonstrate their dishonest intention (also sometimes referred to as overt acts).  The specific result or objective of those misrepresentations was set out at particular (f).

63.The essence of the allegation in Count 2 was that the 1st appellant, the 2nd appellant and the 3rd appellant had agreed together to cause economic loss to 462 and its existing shareholders (or place their economic interests at risk), by dishonestly causing 462 and its existing shareholders to approve the agreement for the Acquisition at an EGM of shareholders on 2 October 2009, and causing 462 to issue and release convertible notes and an optional bond for the payment of the Acquisition on 21 December 2009.  The dishonest means by which the conspirators intended to achieve these objectives (namely, particulars (f) and (g)) were the series of misrepresentations (by which we again include concealments and failures to declare or disclose) identified (namely, particulars (a) to (e)).

64.Again, analysed in this way, and applying the rationale in R v K, it did not matter how the conspirators individually intended to go about executing the agreement to defraud, or actually went about executing the fraud.  Nor did it matter whether they succeeded in their aims.  Their criminality lay in their agreement to cause loss to 462 and its existing shareholders (or place their economic interests at risk) by dishonest means.  The misrepresentations at particulars (a) to (e) were the means employed by the individual conspirators to implement their agreement and to demonstrate their dishonest intention.  The specific result of those misrepresentations were those spelled out in particulars (f) and (g).

65.This analysis has been helpfully explained by Professor Ormerod in his commentary to the report of R v K in the Criminal Law Review [39]. Distinguishing between the ingredients of the offence of conspiracy to defraud and the particulars provided, he said [40]:

“ Whether the particulars are elevated to the status of ingredients depends on the charge involved. Thus, in cases such as Brown [41]where the allegation was of fraudulently inducing investors, particulars setting out the false representations form part of that ingredient. The same would be true of a deception offence. With conspiracy, the essential ingredient of the offence is the agreement. If the particulars provide detail of the manner in which the agreement was implemented they do not form part of the ingredients of the offence. There may of course be cases where the particulars relate not to the implementation, but to the form of the agreement itself, in which case they become part of the ingredients of the offence alleged and must be proved by the prosecution (see, e.g. Bennett[42]). This method of indicting conspiracy to defraud, distinguishing between the essential ingredient of the agreement and the other particulars of implementation from which jurors are invited to infer dishonesty, etc., is commended by Archbold (2005) 34-42. The court’s per curiam observations endorse the approach.”

66.The section in the 2005 Edition of Archbold to which Professor Ormerod was referring reads [43]:

“ Unless a given particular constitutes an essential ingredient of the offence, such that if it is not proved, the accused is not guilty, the particulars themselves do no more than specify: (i) the nature of the case the prosecution seek to prove; (ii) the principal overt acts from which they invite the jury to infer that there was a dishonest agreement; and (iii) that a particular defendant was a party to it: Hancock [44], ante. It is the agreement which must be proved.

Care should be taken to differentiate between particulars which define the agreement which the Crown seek to prove, as in Bennett …, and those which set out overt acts from which the Crown invite the jury to infer the existence of an agreement. Some counsel have begun to limit the particulars of offence to the terms of the agreement to be proved, followed by voluntary particulars which set out the principal overt acts relied upon.  This practice, it is submitted, has the advantage of clarity and precision.”

67.If our analysis of the ingredients of the two counts is correct, it was possible for each of the accused to have made a different misrepresentation (or performed a different overt act), either individually or together with another conspirator, pursuant to the overall agreement to defraud either SEHK (Count 1), or 462 and its existing shareholders (Count 2), by dishonest means.

68.Nevertheless, the judge directed the jury that an appropriate majority of the jury must agree that the particular misrepresentation under consideration was proved.  To that end, she gave what has come to be known as a Kevin Brown direction [45]:

“ It is sufficient for the prosecution to prove so that you are sure one or more of those representations or concealments was or were made and that representation and/or representations was or were false.

So, in other words, any one of those will do, particular (a) or (b) or (c) or (d ) or (e) or any combination of those.  But for the one -- but that should be at least one of those false representations or concealments on which you are all agreed before you may convict.  All right?  No need to prove all five.  Any one or more will do, provided there is one upon which you are all agreed.”

69.It is not disputed that the judge was clearly giving the Kevin Brown direction in respect of both counts.

70.Moreover, notwithstanding our view that an overt act could have been performed by an individual defendant provided it revealed his dishonest participation in the conspiracy, the judge nevertheless directed the jury that they had to be sure that an individual accused was acting with at least one other accused in respect of at least one particular: if he or she made the misrepresentation on his own, then all of the accused were not guilty of that particular [46]:

“ Now also bear in mind what I have told you before. If you were to find that (the 3rd appellant) was acting dishonestly, or any accused was acting dishonestly on his or her own, in the provision of false figures, then you have to acquit all the three accused of the relevant particular because a conspiracy is an agreement between at least two persons to commit a crime.

So if any accused acted on his or her own and you were not sure that if any one of the other two named accused was a party, then the conspiracy concerning the relevant particular as alleged by the prosecution would not be proved and you would have to acquit all the accused accordingly.”

71.In our view, this was neither a case which called for a Kevin Brown direction nor was it necessary for the jury to be told that at least two of the defendants had to agree on any one misrepresentation.  What the jury had to find proved by at least a majority was that the defendants agreed to cause SEHK to act contrary to its duty by dishonest means (Count 1); or that they agreed to cause economic loss to 462 or its existing shareholders (or place their economic interests at risk) by dishonest means (Count 2).

72.If we go back to fundamentals, the direction approved by the Hong Kong Judicial Institute in respect of conspiracy is as follows:

“ Before you can convict either/any of these defendants of this offence, you must be sure:

1. That there was in fact an agreement between two or more persons to commit (in this case, a fraud); and

2. That the defendant whose case you are considering was a party to that agreement in the sense that:

(i) He agreed with one or more of the other persons referred to in the count that the (fraud) should be committed; and

(ii) At the time of agreeing to this, he intended that they [he/X] should carry it out.”

As we shall see [47], the judge gave this direction to the jury by way of written hand-out [48] and oral direction [49].

73.Accordingly, applying the direction to Count 1, what the jury had to be satisfied about so that they were sure was that each defendant agreed with at least one other that SEHK should be defrauded, that is caused to act contrary to its public duty by dishonest means, and that at the time of so agreeing, that defendant intended that the fraud should be carried out.  Applying the same direction to Count 2, what the jury had to be satisfied about so that they were sure was that each defendant agreed with at least one other to cause loss to 462 or its existing shareholders (or place its economic interests at risk) by dishonest means, and that at the time of so agreeing, that defendant intended that the fraud should be carried out.

74.If we assume, for the purposes of illustration, that the object of the conspiracy was not a fraud but an armed bank robbery, it may be that one or other of the conspirators obtained a gun; another, masks; another, gloves; another, a car; while another positioned himself as a lookout in the street. It was not necessary for all conspirators to have agreed on the precise means or roles necessary to execute the crime, provided they agreed that there would be a bank robbery and each intended to play their part in executing it.  It would, in those circumstances, be entirely possible to divine a conspirator’s intention to participate in the crime by looking at his overt act, which may have been conducted on his own and not together with anyone else.

75.Equally, if two of a number of robbers together procured the gun, two bought gloves, two bought masks, or two hired a car, it would not mean that there was a central conspiracy to rob and four sub‑conspiracies: there would be one over‑arching conspiracy to rob the bank, in which the different players did different acts, either on their own or, in this illustration, together with another.  Indeed, the conspirators may well have joined the conspiracy at different times. However, provided all agreed to rob the bank and intended that the crime should be carried out, all would be guilty, even though some may have done some acts, individually or together, while other conspirators did others.

76.Whilst we do not think, on the reasoning of the Court in R v K, that this was a case which called for a Kevin Brown direction, nor do we consider that there had to be an agreement between at least two conspirators in relation to any one particular, the fact is that both such directions were given by the judge in this case.  Such directions were entirely favourable to the defence and served to cement the participation of each of the appellants in each conspiracy.

77.Furthermore, the judge also directed the jury that, in convicting the defendants, not only did they have to find that at least two defendants agreed upon at least one of particulars (a) to (e) in each respective count, but they also had to find that each defendants intended the results or objective of the misrepresentations (particular (f) in Count 1 and particulars (f) and (g) in Count 2)[50]:

“ … you must be sure that the conspirators intended to bring about the state of affairs alleged - the state of affairs or the result I have already gone through those with you. It’s particular (f) in Count 1 and particulars (f) and (g) in Count 2.”

Clearly, by their verdicts, the jury must have been satisfied that all three appellants shared those common objectives.

78.We pause here to note in respect of Mr Fitzgerald’s discrete argument on behalf of the 3rd appellant that, assuming the jury were faithful to that particular direction, they must have been satisfied that the 3rd appellant intended the full consequences set out in particular (f) of Count 1, namely the allowing by SEHK of the publication of both the announcement and the circular; and the full consequences set out in particulars (f) and (g) of Count 2, namely the approval of the Acquisition by 462 and its existing shareholders and the ensuing issuance of convertible notes and the optional bond.

79.Consequently, it seems to us that the judge went much further than the terms of each count required her to do as a matter of law.  But having done so, the jury must, assuming they followed faithfully these directions, have been satisfied so that they were sure that at least two of the accused (one of whom must have been the 3rd appellant) agreed to misrepresent the gross profit of the relevant properties for the year concerned and/or concealed or failed to disclose the true financial position of the properties.  The possibility contended for by Ms Montgomery that the jury might not have been sure of the 1st appellant’s complicity in particulars (d) and/or (e) but that they were sure of his complicity with the 2nd appellant in particulars (a), (b) and/or (c), thus suggesting two different conspiracies, does not appeal to us and is inconsistent with the approach in R v K.  These were not two different conspiracies: they were different misrepresentations (or overt acts) by different combinations of conspirators, all done with the same dishonest intent to cause SEHK to act contrary to its duty (Count 1) or to cause economic loss to 462 and its existing shareholders (or put their economic interests at risk) (Count 2).

80.We note the criticisms of the decision in R v Fussell [51]made by the late Professor Sir John Smith, which were recited by the Court in R v K [52], and also referred to in the commentary on R v K by Professor Ormerod[53].  Both the Court and Professor Ormerod termed those criticisms as “misplaced” [54], the Court explaining that [55]:

“ the principle in Brown is only applicable to ingredients. The ingredients of the offence of conspiracy to defraud are different for the reasons given from the ingredients of the offence considered in Brown and the particulars in this indictment did not delineate one of the principal ingredients of the offence of conspiracy to defraud - the agreement”,

whilst Professor Ormerod considered that:

“ [t]he analogy with the deception cases is an imperfect one since, as explained above, the particulars in Brown (and deception cases) provide details on the essential ingredient - D’s representation and its effect.”

81.It must be remembered that the count under consideration in R v Brown (Kevin) was not a conspiracy, nor were the particulars of the charge in that case concerned with particularising (or delineating) the nature or extent of an agreement: the particulars were themselves the inducements averred in order to prove the substantive offence of fraudulently inducing investments, contrary to section 13(1)(a) of the Prevention of Fraud (Investments) Act 1958.  They were the very ingredients of that offence.

82.Accordingly, as we have said, we do not consider that a Kevin ‍Brown direction was required in the present case, nor do we consider that at least two of the defendants had to agree on any of particulars (a) to (e).  Consequently, we cannot accept Ms Montgomery’s submissions that there were two conspiracies in either count thus rendering the indictment improper or latently duplicitous or making the 1st appellant’s conviction (or the other two accused) unsafe or unsatisfactory as a result.  Ms Montgomery has said in terms that she thinks Professor Ormerod (and by implication the Court in R v K) were wrong.  However, we note that even if Sir John Smith was correct in his criticisms of the decision in Fussell [56], he considered that a Kevin Brown direction would be necessary and that “it would be enough that the jury was satisfied as to one allegation, but it should be made clear to them that this, at least, is necessary.”  In the case before us, that is exactly what the jury were told when the Kevin Brown direction was given.

83.Ms Montgomery has sought to suggest that there is a divergence between the approach of the appellate courts to conspiracy to defraud in the United Kingdom and Hong Kong.  She argues that whatever the approach of the Court of Appeal in England and Wales in R v K to the ingredients of the offence, the Court of Final Appeal in Mo Yuk Ping v HKSAR[57] have held in respect of the essential elements of conspiracy to defraud [58]:

“ First, that there is no formulation which amounts to a comprehensive definition of the common law offence. Secondly, that the offence is constituted by becoming a party to an agreement with another or others to use dishonest means: (a) with the purpose of causing economic loss to, or putting at risk the economic interests of, another; or (b) with the realization that the use of those means may cause such loss or put such interests at risk.”

The Court went on to say:

“ The offence extends also to cases in which the dishonest means cause a person to act contrary to his public duty, this being a class of case which requires no further consideration by the Court in the circumstances of this case.”

84.It is true that R v K was not referred to in the judgment of Sir Anthony Mason NPJ, in giving the judgment of the Court in Mo Yuk Ping, although it was evidently cited to the Court [59].  Given the importance of the principles clarified in R v K since 2005, we cannot accept that it would have been ignored or disregarded by the Court in Mo Yuk Ping, if the Court were minded to depart from what was said in R v K. We do not, however, consider that there is any variance between the approach to the common law offence in the United Kingdom and Hong Kong.  Once it is appreciated that the essential criminality identified in the common law offence of conspiracy to defraud is the agreement to effect a fraud upon another, be it an economic fraud or a public duty fraud, by the employment of dishonest means to achieve that aim, then it matters not whether the means agreed upon by the conspirators were in fact employed or whether they achieved their objective using those means.  What matters is what the conspirators agreed to do.  As the Court put it in Mo Yuk Ping [60]:

“ In the context of conspiracy to defraud, it is becoming a party to the agreement to use dishonest means that constitutes the material element of dishonesty.”

85.In her reply on this ground of appeal, Ms Montgomery further developed her argument that there was a divergence between R v K in England and Wales and Mo Yuk Ping in Hong Kong.  Arguing that Professor Ormerod had incompletely stated the law in relation to conspiracy to defraud, she submitted that the law on the subject was “looser” in England and Wales, and “more stringent” in Hong Kong.  She regarded the judgment in Mo Yuk Ping as a clarification of the law of conspiracy to defraud that has not been achieved to the same extent in English law.  Thus, she argued that if the prosecution seeks to indict conspiracy to defraud, it must identify the dishonest means employed and then specifically prove the agreement by the conspirators to employ those particular dishonest means.  She did, however, accept that it was possible to indict a conspiracy to defraud in broad terms, such as an agreement to make false representations about the financial affairs of a company for the purposes of defrauding anyone who dealt with it (which was essentially the charge in R v K).  In the present case, however, there was a particularised allegation of specific dishonest means on which the conspirators had to agree.

86.Ms Montgomery sought to derive support for her argument from the decision in R v Bennett [61], where there were three distinct stages averred in a conspiracy to defraud computer companies, namely (i) dishonestly obtaining the account details of credit card holders; (ii) falsely purporting to be in possession of those details; and (iii) dishonestly using such details to obtain goods and services.  This, she maintained, was very similar to the counts on the indictment in this case.  The Court in Bennett observed that someone may have been involved in stage (i), but not have been a party to stage (ii) or (iii).  In such circumstances, it was a misdirection to instruct the jury “that a defendant would be guilty of conspiracy if he knew only one part of the agreement and did not know and agree to the other two parts” [62].

87.In our judgment, the case before us was not a Bennett‑type case at all.  To understand the distinction between Bennett and R v K, we need, as we said at the outset of our consideration of this ground of appeal, to identify the ingredients of the offence alleged.  In Bennett, although the three stages averred could also be said to be overt acts of dishonesty, they were the very objectives of the conspiracy itself and, as the learned authors of Archbold (2018 Edition) comment:

“ Care should be taken to differentiate between particulars which define the agreement which the Crown seek to prove, as in Bennett, and those which set out overt acts from which the Crown invite the jury to infer the existence of an agreement.” [63]

Bennett is earlier cited in the same edition of Archbold for the proposition that “where a count of conspiracy to defraud alleges an agreement to achieve two or more distinct objectives, each objective is an essential element which must be proved” [64].

88.As a matter of plain language, particulars (a) to (e) were not the objectives of the conspiracy, they were the means by which the objectives were to be achieved; or, to use the language of Professor Ormerod, they detailed “the manner in which the agreement was implemented”.

89.We further note that in Bennett, whilst acknowledging that a defendant may only have been involved in stage (i) of the conspiracy to defraud, the Court nevertheless held, at page 2, that

“ … to be convicted as a conspirator on this indictment, someone whose active role was only in the first stage could only be convicted of the conspiracy alleged if he or she agreed to the whole three stage conspiracy”.

The judge in the present case directed the jury in conformity, it seems to us, not only with the Specimen Directions in Jury Trials applicable in Hong Kong, but also with that statement in Bennett.  Her printed directions, which were faithfully conveyed in oral instructions were [65]:

“ Before you can convict any of the 1st, 2nd or 3rd Accused of the offence of conspiracy to defraud in counts 1 and 2, you must be sure, separately in respect of each count and each Accused that:

(i) There was in fact an agreement (conspiracy) between the Accused whose case you are considering and one or more of the other Accused referred to in the count to commit the crime of defrauding the party/parties named; and

(ii) At the time of the agreement, the Accused whose case you are considering intended that the agreement be carried out; and

(iii) The agreement was to defraud, that is, they had agreed to use dishonest means to bring about a state of affairs which they intended to, or realised might, cause the party or one of the parties named in the count, into acting, or failing to act,

(a) for count 1

So that the named party (the SEHK), would perform an act contrary to its public duty; and

(b) for count 2

So that the named party/parties (‘462’, and/or its existing shareholders) would suffer economic loss, or so that its or their economic interests would be put at risk.”

90.Later, the judge directed the jury, again in conformity with the Specimen Directions in Jury Trials [66]:

“ … when criminal conspiracies are formed it may well happen that one or more of the conspirators is more deeply involved in and has a greater knowledge of the overall plan than the others, and that a person may agree to join in the conspiracy after it has been formed, or a person may drop out of it before the crime has been fully carried out, provided you are sure in the case of any accused that he or she did at some stage agree with a named co‑conspirator that the crime in question should be committed and at that time intended that it should be carried out (that is, the agreement should be carried out) the accused is guilty as charged irrespective of where precisely his or her involvement appears on the scale of seriousness or precisely when he or she became involved.”

It seems to us that the jury were correctly instructed that whatever overt act an individual defendant may have performed, provided at the time he did the act he had agreed that the crime should be committed and intended that it should be carried out, he was guilty of conspiracy.  The problem in Bennett was that a later “impeccable” direction by the trial judge was preceded by an earlier “garbled” one that appeared to suggest that the defendants could be guilty of the conspiracy alleged even if they only believed that the conspiracy was to acquire dishonest information about credit card numbers (stage (i)).  That is not the position in the case before us either in terms of the averments in the counts themselves, or in the directions to the jury as to how to approach the particulars of each count.

91.In many conspiracies, it may well be that the conspirators have not thought of every detail that may be necessary to commit the offence.  There may be changes or improvisations to ensure that the objective is achieved, steps may have to be taken to overcome unexpected hurdles, and others may be brought into the conspiracy to deal with specific details or problems.  In a conspiracy to be practised on the SEHK so as to achieve the objective of getting the SEHK to allow the publication of an announcement and circular, the conspirators may not know beforehand what information the SEHK may require, or later request, in the process of evaluating the application. But one thing upon which the conspirators must agree in order to be guilty of conspiracy to defraud the SEHK is that they will employ dishonest means to achieve their objective; and that connotes that they will employ the dishonest means necessary to achieve their objective.

92.The prosecution case was that the defendants agreed together to use dishonest means to ensure that the SEHK would allow 462 to publish an announcement and a circular concerning the Acquisition (Count 1).  Once the SEHK had done that, the way was clear for 462 and its existing shareholders to be caused to approve the Acquisition and for 462 to issue convertible notes (Count 2).  Without the SEHK’s approval of the announcement and circular in respect of a very substantial acquisition, the Acquisition could not have taken place.  Counts 1 and 2 represented two distinct steps in the process of the Acquisition and were properly indicted as separate conspiracies.  However, we reject the notion that Count 1 involved two different conspiracies.  The prosecution case was that all the appellants had agreed on the respective objective but different combinations of parties performed different functions in order to attain that objective: the 1st appellant and the 2nd appellant performing particulars (a), (b) and (c); the 1st appellant, the 2nd appellant and the 3rd appellant performing particulars (d) and (e) in each count.  No one can have been under any misapprehension about the way the prosecution was putting its case and the judge made it clear at the outset of her summing up:

“ Members of the jury, before I continue, it must have been apparent to you that particulars (a) to (c) in each conspiracy count only concern Jack Chen [the 1st appellant] and May Wang [the 2nd appellant], not Eric [the 3rd appellant]; whereas particulars (d) and (e) concern all three accused standing trial before you. So, please bear this in mind throughout your deliberation.” [67]

93.We can see no error in putting the case in this way.  Indeed, we think it was the correct way to put such a case and was in conformity with both R v K and Mo Yuk Ping, between which authorities we see no tension at all.  It was also in conformity with Bennett.  But even if we had seen such tension and accepted Ms Montgomery’s argument that particulars (a), (b) and (c) of each count represented one conspiracy between the 1st appellant and the 2nd appellant, while particulars (d) and (e) represented a separate conspiracy between the 1st appellant, the 2nd appellant and the 3rd appellant, we do not consider that it would lead to the overturning of the 1st appellant’s conviction.

94.Furthermore, we accept that Counts 1 and 2 were separate but related conspiracies, in that the achievement of the objects of the first conspiracy was a step to achieving the ultimate purpose, which was the object of the 2nd conspiracy.  Accordingly, the prosecution was entitled to prefer two separate counts on the indictment.  We do not accept that there is any merit in Mr Winter’s submissions that there was an improper mirror‑imaging of the conspiracies in Count 1 and Count 2.

The 1st appellant’s knowledge of and involvement in the conspiracy to falsify the accounts

95.It is clear that by convicting the 3rd appellant, the jury must have been satisfied, in conformity with the judge’s directions earlier considered, that he had conspired to falsify the accounts with at least the 2nd appellant and/or the 1st appellant. The evidence of the 2nd appellant’s knowledge and involvement in that exercise was overwhelming and will be discussed elsewhere in this judgment.  But the inference of the 1st appellant’s knowledge and involvement in the preparation of fraudulent accounts was also highly compelling.

96.Quite apart from the other evidence of the 1st appellant’s connection with the other parties to the conspiracy, the 1st appellant was copied into some highly significant correspondence between the 2nd appellant and the 3rd appellant detailing the progress of the manipulation of the figures in the accounts.  It is convenient, at this juncture, for us to deal with some of those emails.

Emails copied to the 1st appellant

97.On 16 June 2009, the 3rd appellant wrote an email (referred to as the “Armageddon email”) to the 2nd appellant, copied to the 1st appellant, saying that if the real figures were released to ShineWing for the 10 months up to 31 March 2009, there would be serious problems.  He wrote [68]:

“ Dear May,

As you could read, we have the 10 months 2009 records (31 March 2009) reveals only some weakness.

The ACTUAL 31 May 2009 records will implode an Armageddon on the account balance sheet.

The loss will be at least $30m excluding the interest payment $9,680,362.  I have not release such documents to them.”

It must be remembered that the 1st appellant was, at the time he received a copy of this email, the Executive Director, Joint Chairman and Chief Executive Officer of 462, the publicly listed company looking to acquire the farms.  As Ms Draycott forcefully submitted, it would be “unimaginable” that such an email would have been deliberately copied to the 1st appellant, if he really was “on the other side of the Acquisition”.  Katherine Chan was obviously never alerted to “Armageddon”.  The copying of the email to the 1st appellant plainly demonstrated that he, the 2nd appellant and the 3rd appellant were on the same side.

98.If the copying of such a devastating email as the Armageddon email to the 1st appellant was a mistake, it was then repeated later that day by the 3rd appellant sending the 2nd appellant another email, also copied to the 1st appellant, effectively asking if he could now release the “adjusted” accounts, with the interest of NZ$5,420,975 removed, to ShineWing [69].

99.On 20 June 2016, the 3rd appellant sent the 2nd appellant another email, also copied to the 1st appellant, containing an article from a New Zealand newspaper headlined: “Dairy farmers reel under $27b debt load” [70].  We agree with Ms Draycott that this would hardly be the sort of information a vendor would be sending to a prospective purchaser, who is aiming to persuade shareholders of the merits of the deal.

100.On 24 June 2009, the 3rd appellant asked the 2nd appellant by email, again copied to the 1st appellant, if he could release the accounts for the last two farms [71].  On 26 June 2006, the 3rd appellant sent the 2nd appellant another email, also copied to the 1st appellant, saying that he had managed to reduce the loss on another farm by NZ$1,176,637 and advising that Mark King had revised his earlier accounts in which he had mistakenly included a NZ$8,094,731 profit when it should have been a loss (referred to, because of the subject of the email, as the “big bad news” email) [72].  As a result of Mark King’s error, the 3rd appellant evidently had to further massage the figures.

101.The result of that exercise was that the 3rd appellant was able to put the figures back into profit by a process of “amortisation”.  This he explained in a further email to the 2nd appellant, again copied to the 1st appellant, on 27 June 2009 [73].  This has been referred to as the “haha” email because, in it, the 3rd appellant refers to the possible comeback from ShineWing who “will argue for the value (of the cows) set at NZ$1,800 instead of NZ$1,312 …. Haha.  Then we will lost (sic) $755,981 from $9,683,726”.  The revised accounts were sent by email to the 2nd appellant, copied to the 1st appellant, a little later on the same day [74]. Again, we wonder why the 3rd appellant would be revealing these methods of doctoring the accounts with the intended purchaser, if the 1st appellant was not party to the agreement to do so.

102.On 29 June 2009, the 3rd appellant received an enquiry from Kevin Cheng at ShineWing concerning the inclusion of the income from the trading in livestock as part of the turnover.  This enquiry was then forwarded by the 3rd appellant to both the 2nd appellant and the 1st appellant on the same day, one obvious implication being that the 3rd appellant was asking what he should do about it.  On 3 July 2009, the 3rd appellant asked the 2nd appellant by email, again copied to the 1st appellant, for advice in relation to the revised forecast for 2010 [75]; a further email to the 2nd appellant on the same subject followed the next day, 4 July 2009, again copied to the 1st appellant.

103.There were other emails copied to the 1st appellant. However, those we have referred to above point unmistakably and irresistibly to the 1st appellant’s participation in an agreement that the accounts should be manipulated and the true financial position of the farms concealed.  It is fanciful to suppose that anyone receiving such correspondence detailing the problems with the figures and the ways they were to be “adjusted” so as to convert a significant loss to a healthy profit would not be a party to the fraud, particularly when that person was none other than the proposed purchaser.  Nowhere do we see any reprimand from the 2nd appellant to the 3rd appellant for forwarding these emails and financial information to the 1st appellant, and yet we can see from her email of 15 June 2009 to the 3rd appellant that she was adamant that nothing was to be released to anyone without going through her first.  In that email, she set out the 3rd appellant’s terms of reference in clear, unambiguous terms, inter‑alia:[76]

“ … the following matters have to be straighten out before it becomes too late. Do not feel offended of this email, the importance of you to work in a professional way and follow all the instructions of mine are critical to this transaction.

1. You are working for UBNZ Assets Holdings Limited, and only REPORT to its director – myself at all time;

….

4. You have also been request to get my written confirmation before you: making contact, release any financials’ information (even the drafts) to anybody but yourself;

….

8. The background of the deal, the original purchase prices of those farms are irrelevant to their DD (due diligence) work. You need to keep them extremely confidential and not to discuss that unless you have my written permission first;

9. There are many internal information are strictly confidential! You should not discuss them with anyone without my author. The deal/transaction is too large to take any risk from anyone whom involved.” (Italics added.)

104.These clear and unambiguous instructions were communicated by the 2nd appellant to the 3rd appellant on 15 June 2009.  The series of emails referred to above, all of which were copied by the 3rd appellant to the 1st appellant between 16 June 2009 and 3 July 2009, were in defiance of those clear instructions, yet the 2nd appellant never saw fit to reprimand the 3rd appellant in writing or, according to the 3rd appellant’s evidence, orally[77], for revealing such information to someone who was at the time Executive Director, Joint‑Chairman and Chief Executive Officer of the proposed purchaser.  There can only sensibly be one reason for that: the 1st appellant was a party to the agreement to produce false accounts.

Conclusion

105.Accordingly, looking at the facts of the case, the 1st appellant’s close involvement with the 2nd appellant and the 3rd appellant and his deliberate inclusion in the ongoing process of falsification of the accounts, at the very time they were being manipulated by the 3rd appellant, we cannot accept the factual premise of Ms Montgomery’s conspiracy argument that the jury might conceivably have thought that the 1st appellant was not a party to the dishonest means set out in particulars (d) and (e) of each conspiracy count, whereas the 2nd appellant and the 3rd appellant were.  The evidence is irresistible that the 1st appellant was a knowing participant in the falsification of the accounts.

The 3rd appellant submissions: one conspiracy or two?

106.We return to the argument put forward by Mr Fitzgerald as to whether there was one conspiracy or two as it relates specifically to the 3rd appellant in respect of the results or objections averred in each count.  We cannot accept, for many of the same reasons earlier discussed that particular (f) in Count 1, and particulars (f) and (g) in Count 2 subsumed two separate conspiracies in a single count; in circumstances where the 3rd appellant was engaged in matters leading to the publication of the circular dated 8 September 2009, but not necessarily the announcement dated 4 June 2009 (particular (f) of Count 1), he having claimed that he was only invited to prepare the accounts on 5 June 2009; and in circumstances where he had no part in the subsequent approval of the acquisition by 462 and its existing shareholders, or in the decision by 462 to issue the convertible notes (particulars (f) and (g) of Count 2 respectively).

107.Firstly, the judge gave the jury a perfectly fair direction that they should bear in mind any lack of participation on a defendant’s part in considering whether that defendant was a party to the conspiracy alleged:

“ Turning now to the role played by an accused, I have to mention this. In a conspiracy to defraud charge, it is not necessary for the prosecution to prove that the accused had personally taken part in presenting any of the false representations or concealments to the named party – that is, the party intended to be defrauded. It is sufficient, if you are sure, that there was in existence the conspiracy or the agreement alleged; that the accused whose case you are considering was a party to that conspiracy, intending the agreement to be carried out; and that he or she knew of and agreed to the use of dishonest means - that is, in this case to use any one of those false representations or concealments particular eyes in the two counts - to defraud the named party.

In other words, provided that you find proved against an accused all the ingredients or elements of the conspiracy to defraud charge, which I shall be explaining to you in due course, the fact that the accused did not personally take any part in suggesting, drafting, amending or presenting any of the false statements, is not fatal to the prosecution - ‘is not fatal to the prosecution’ - provided that you find it proved against that accused all the ingredients of the conspiracy to defraud charge.

On the other hand, such a lack of participation, for example, in the preparation of the announcement, or the circular in this case, and perhaps the lack of knowledge about the Listing Rules requirements, such matters, you may think, are matters which you would wish to consider when deciding whether any of the accused was indeed a party to any of the alleged conspiracies.”

108.Secondly, one might ask the obvious question, in the context of a conspiracy, whether the charges would have been defeated if the SEHK had not allowed the publication of either the announcement or the circular or both (particular (f) of Count 1); or 462 and its existing shareholders had not approved the acquisition (particular (f) of Count 2); or 462 had not issued the convertible notes (particular (g) of Count 2).  In our judgment, such eventualities would not have affected the criminality of the original agreement.  It is trite law that the unlawful agreement is the offence: it is immaterial whether its purpose was ultimately achieved.

109.Thirdly, even if they were ingredients of the offence of conspiracy, the jury must have found, in accordance with the directions referred to (at paragraph 77 supra), that the 3rd appellant did dishonestly agree (with both the 1st appellant and the 2nd appellant) to procure the result or achieve the objective in particular (f) of Count 1; as well as one of the results or objectives in particulars (f) and/or (g) of Count 2.

110.Fourthly, the jury must have accepted, in accordance with the above directions, that all that which was averred in particular (f) of Count 1 and all that was averred in particulars (f) and/or (g) of Count 2 were proved in respect of each appellant.  And, in the case of the 3rd appellant, that was presumably because, fifthly, there was a clear compelling inference to be drawn that the 3rd appellant was involved in the conspiracy well before 5 June 2009.

111.In this latter respect, the prosecution produced an email dated 10 June 2009 written by Kevin Cheng to Andy Wong and copied to the ShineWing team, including William Li [78], in which Kevin Cheng had written, inter‑alia:

“ A Singaporean consultant, Eric Yee (the 3rd appellant), has followed the cattle project for May Wang (the 2nd appellant) for pass (sic) nine months to a year, he has the basic idea of the business operation of the farms and should be quite familiar with NZ regulations and special requirements.”

Although Kevin Cheng could not remember who had told him this  [79], while the 3rd appellant denied ever saying such a thing [80], William Li confirmed that he had received the 10 June email [81] and, when it was put to him by counsel for the 3rd appellant that the statement was a misunderstanding because the 3rd appellant “had only got into the project a few days ago” [82], William Li explained [83]:

“ A. He had just got involved for a few days. That was only in relation to the sale to others. But I should say, before that, he had been following on those farms.

Q. Are you talking about the 20 farms that you were dealing with, or farms generally in New Zealand, in that area?

A. I should say they were the 20 farms, because he did tell us that he had been following them.” (Italics added.)

112.The competing evidence of William Li and the 3rd appellant as to when the 3rd appellant had come into the picture in relation to the farm deal was placed before the jury by the judge in her summing up [84]. It was plainly an issue for them to determine.

113.Coincidentally, on the very same day, 10 June 2009, the 3rd appellant sent an email to the 2nd appellant, copied to the 1st appellant, requesting settlement for “overdue payment” and attaching a bill for NZ$328,481 in respect of work done “from 01‑June‑2008 to 10‑June‑2009” in respect of various specified 2008 farm valuations (which involved some of the relevant farms) [85].  It further included items for, inter‑alia, “Research done on subject property market transacted sale records, sale structure relevance, milk productions and proposed feasibly valuation options with cost in considerations.  Conduct, corresponds and professionally execute the terms negotiation on your behalf to various municipal government authorities”; “Prepare, form and register farm valuations …”; “Numerous travelling to site and other relevant offices for verification and information gathering …”; and “Finalising with you on the final position of the valuation process after the due diligence process without any liability claim from intended reliant parties” [86].  While the 3rd appellant claimed in cross‑examination that the “1 June 2008” was a typographical error, and that the 2008 valuations came from the CraFarms Group valuation reports of that year, since the 2009 had not yet been released, the conflicting evidence as to the 3rd appellant’s involvement was firmly before the jury in the judge’s summing up [87].  The document was found in the 3rd appellant’s computer.

114.Other evidence showing a working relationship between the 3rd appellant and both the 2nd appellant and the 1st appellant well before 5 June 2009, such as a settlement agreement dated 3 February 2009 and a Sale and Purchase Agreement dated 10 February 2009, by which the 1st appellant purchased a property from the 2nd appellant [88], were also before the jury, as was the 3rd appellant’s evidence in respect of them [89].

115.The judge could have given the direction now sought by Mr Fitzgerald[90].  However, such a direction was not sought by Mr Khosa, then acting for the 3rd appellant at trial, and the issue of whether the 3rd appellant joined the conspiracy as from 5 June 2009 (as he contended) or rather earlier (as the prosecution contended, and as the evidence just outlined suggested) was plainly before the jury in her summing up.  Ultimately, as we have seen, the jury were directed that they had to sure, in addition to one of the particulars (a) to (e) being proved, that all three conspirators “intended to bring about the state of affairs alleged – the state of affairs or the result I have already gone through those with you.  It’s particular (f) in Count 1 and particulars (f) and (g) in Count 2” [91]. It seems to us clear that the jury must have been satisfied so that they were sure on that direction that the 3rd appellant had agreed to join the conspiracy well before 5 June 2009.  Whether he was still part of the conspiracy by the time 462 and its existing shareholders approved the acquisition on 2 October 2009, or at the time 462 issued the convertible notes on 21 December 2009, was neither here nor there if what he had agreed to do was to defraud 462 and its existing shareholders by dishonest means.

116.As Brennan J put the matter in Gerakiteys v The Queen :

“ That is not to say that a person who performs only one of several overt acts of conspiracy cannot be a party to the conspiracy: the question is whether he has agreed that effect be given to all the objects or purposes of the conspiracy (so that his overt act gives only partial effect to those objects or purposes), or whether his agreement is limited to part only of those objects or purposes. In the latter case, it may be that his overt act gives effect fully to the agreed objects or purpose. In Reg. v Griffiths [92] Paull J., speaking for the Court of Criminal Appeal, gave an illustration of the principle:

“… the Post Office clerk who agrees to alter a date stamp in a case where a bookmaker has been swindled must know that the alteration is to be used for a fraudulent purpose. He therefore joins a scheme to defraud that bookmaker, of whom he may not have heard, but he cannot be indicted, merely because he has agreed to alter that stamp, on a charge of a conspiracy to alter date stamps and cheat bookmakers all over the country”.”

117.In our judgment, the 3rd appellant qua accountant was in at least the position of the Post Office clerk exemplified in Paull J’s illustration, whether he had anything directly to do with SEHK, or 462 and its existing shareholders, or not.

118.Accordingly, we reject the arguments of Ms Montgomery and Mr Fitzgerald that there were two separate conspiracies subsumed within a single conspiracy count.

The mens rea for public duty fraud

119.We can conveniently deal here with a discrete matter of law put forward by Mr Winter on behalf of the 2nd appellant.  By Ground 2 of his perfected grounds of appeal, he argued that the judge had misdirected the jury in respect of Count 1, when she told them that it was sufficient if they were sure that the 2nd appellant “had agreed to use dishonest means to bring about a state of affairs which [she] intended to, or realised might, cause” the SEHK to act or fail to act contrary to its public duty [93].  He argued that in a public duty fraud, as distinct from an economic fraud, it was not sufficient that the accused had agreed to embark upon a course of conduct to cause someone to act contrary to his public duty, if he merely realised that his/her conduct might have that effect.  The offence could only be made out if the accused fully intended that the other would act contrary to his public duty; and there was no scope for hoping that he might not.

120.Consequently, while a “benign” intent may nevertheless be sufficient in an economic fraud case were another’s economic interests are put at risk, however much the accused may not wish or intend to cause actual economic loss, Mr Winter submitted that such a lesser state of mind can never be sufficient in a public duty fraud because it is always unlawful for a public officer to breach his public duty.  He drew support for the distinction on remarks by Lord Tucker in Board of Trade v Owen [94] that [95]:

“ It is a conspiracy by unlawful means, viz., by making representations known to be false, to procure from a department of government an export licence which, but for such representations, could not have been unlawfully obtained. It is an example of a conspiracy by unlawful means to achieve an object in itself lawful, i.e., the issue of an export licence. If, however, a conspiracy of this nature is aptly included in the wide category of conspiracies known as conspiracies to cheat and defraud and if it is necessary to aver and prove that the acts designed to be done or the object to be achieved will result in some person acting to his detriment, I feel little doubt that a government department so acts if it issues a licence which enables something to be done which the department is charged with the duty to prevent.”

121.Terming this the but for test in the sense that the public officer would not have acted in breach of his public duty but for the dishonest misrepresentation, Mr Winter also cited a passage from Welham v DPP [96], in the judgment of Lord Radcliffe [97]:

“ In my opinion it is clear that in connection with this offence the intent to defraud existed when the false document was brought into existence for no other purpose than that of deceiving a person responsible for a public duty into doing something that he would not have done but for the deceit, or not doing something that but for it he would have done.”

122.However, when we asked Mr Winter if he could think of any permutation of facts whereby an accused would agree with another to do something which he realised might rather than would cause someone to act contrary to his public duty, whilst nevertheless hoping that he did not act contrary to his public duty, he was unable to think of one.  Nor have we have been able to do so.  But, even if we had been able to imagine such circumstances, we do not think the argument has the slightest application to the facts in this case.  Certainly, so far as particulars (d) and/or (e) are concerned, which on the judge’s directions the jury must have found established in order to have convicted the 3rd appellant on Count 1, it is inconceivable that anyone agreeing with him to falsify the accounts could at the same time have harboured a so‑called “benign intent” that the SEHK might not, by virtue of those falsifications, be caused to allow the publication of the announcement and the circular.  Nor, if the jury were satisfied that the 1st and 2nd appellants had made any of the false representations in particulars (a), (b) and (c), can we think that either accused would have been in any state of mind short of fully intending that the SEHK would act contrary to its public duty.

123.In her reply to the respondent’s submissions, Ms Montgomery sought to ally herself with Mr Winter’s argument and develop the point, although it was not one of her original grounds of appeal.  Adapting the facts in R v Toshack [98], referred to by Lord Radcliffe in Welham v DPP [99], she suggested that where, instead of forging a certificate of the master of a sailing ship in order to deceive the Trinity House examiners into granting the defendant his own master’s certificate, the defendant had in fact served the requisite five years under a captain but lost his certificate and could no longer locate the original captain (who may since have died) and so forged the captain’s signature on a replacement, the defendant might well have thought he was not causing a breach of duty by the Trinity House examiners because he was in fact qualified and would be granted a master’s certificate if he had the original document.  In those circumstances, there is a potentially dishonest means but not with the purpose of inducing a breach of duty.

124.This is said to be “exactly the problem” exhibited by the facts of the present case: even if the defendants agreed that they would not tell the truth to the SEHK, but knew that the truth would not give rise to any breach of duty (because it was not a connected transaction), then they may have used dishonest means but not with the purpose of defrauding the SEHK.

125.We cannot accept this argument.  The analogy is flawed because even if the appellant in Toshack had merely lost his original signed certificate but created a new one purporting to be signed by the missing (or deceased) captain, it would be a forgery, reliance upon which would be calculated to lead to the Trinity House examiners issuing a master’s certificate.  As the Board of the Privy Council made clear in Wai Yu‑tsang v The Queen [100]:

“ It is however important in such a case, as the Court of Appeal stressed in Reg v Allsop [101], to distinguish a conspirators’ intention (or immediate purpose) dishonestly to bring about such a state of affairs from his motive (or underlying purpose). The latter may be benign to the extent that he does not wish the victim or potential victim to suffer harm; but the mere fact that it is benign will not of itself prevent the agreement from constituting a conspiracy to defraud. Of course, if the conspirators were not acting dishonestly, there will have been no conspiracy to defraud; and in any event their benign purpose (if it be such) is a matter which, if they prove to be guilty, can be taken into account at the stage of sentence.”

126.We regard the argument put forward under this ground of appeal as of marginal academic interest but of no practical significance in the circumstances of this case. Moreover, we cannot help but observe that if this so‑called ‘misdirection of law’ was as significant as it is now portrayed, it was not drawn to the attention of the judge by Mr Fitzgerald, Mr Harris or Mr Khosa (then acting for the 1st, 2nd and 3rd appellants respectively at trial), notwithstanding the daily provision to all counsel of a Live Note transcript of proceedings, including the summing up.

The ambit of the SEHK’s public duty

127.Mr Winter submitted that, as a matter of law, the SEHK has no public duty to allow or prevent the publication of announcements and circulars, so particular (f) of Count 1 was bad and the charge should either have been quashed or withdrawn from the jury.

128.Mr Winter’s argument can be succinctly summarised as follows:

(a)     The only relevant public duty to which the SEHK is subject is to “ensure, so far as reasonably practicable, an orderly informed and fair market”: section 21 of the Securities and Futures Ordinance, Cap. 571 (“SFO”).  The respondent does not contend otherwise.

(b)     Count 1 contained no reference to section 21 of the SFO.  It contained no allegation that the conspirators had intended to cause the SEHK to breach that duty.  Instead, it was wrongly directed at the act of allowing 462 to publish its announcement and circular and, in so doing, it was alleging an offence unknown to law.

(c)     The fact that the SEHK routinely allows or prevents the publication of announcements and circulars is irrelevant.  It is not an offence to cause a public body to breach or depart from its normal administrative or business practice.

(d)     William Wong, a vice-president of the Listing Division of the SEHK had confirmed that the SEHK was under no duty as regards the publication or non‑publication of announcements and circulars.

(e)     Count 1 also falls foul of what the Court of Final Appeal said in Mo Yuk Ping v HKSAR [102], and hence gave rise to an issue of compliance with the Basic Law:

“A criminal offence must be so clearly defined in law that it is accessible and formulated with sufficient precision to enable the citizen to foresee, if need be with appropriate advice, whether his course of conduct is lawful or unlawful.”

129.We are not persuaded that this ground has merit.

130.Section 21(1)(a) of the SFO provides that “It shall be the duty of [the SEHK] to ensure, so far as reasonably practicable, an orderly, informed and fair market”.  This necessarily includes the duty to ensure, so far as reasonably practicable, that the announcements and circulars of publicly listed companies are true and accurate.

131.The SEHK discharges its duty generally through promulgating (section 23, SFO) and enforcing the Listing Rules (Rule 2.01).  Where circulars are concerned, it is specifically provided in Rule 13.52(1) that (a) before it is issued, a circular must be submitted to the SEHK for review, and (b) the circular shall not be issued until the SEHK has confirmed that it has no further comments on it. When a circular is allowed to go public, it does so only through being published on the SEHK website.

132.Similar provisions are in place as regards announcements.[103] Where there is a Very Substantial Acquisition, the rule at the time of the alleged offence was certainly that the relevant announcement must also be submitted to the SEHK for vetting. 

133.This system of pre-vetting is, therefore, an important means by which the SEHK does its reasonable and practicable best to ensure that the market is “fair” and “informed”.  Its efficacy depends on the full and frank disclosure of company directors, not least when there is probing from the SEHK, which is what took place in the present case.  If company directors (e.g. the 1st appellant), whether or not in collusion with others (e.g. the 2nd and 3rd appellants), lie or insist on forming their own views on matters which, under the Listing Rules, the SEHK is the final arbiter, the SEHK will be impeded in performing its duty.

134.Put differently, if the defendant’s dishonesty in withholding information and submitting false information impeded the means by which the SEHK carried out its public duty, he dishonestly risked causing the SEHK to act contrary to that duty.  The fact that there are separate sanctions for advancing such dishonest misinformation is irrelevant.

135.Admittedly, there is no mention of section 21 in Count 1 by name.  But, as indicated, the pre‑vetting and determination of whether a circular or announcement should go public is an important part of the SEHK’s section 21 duty.  We, therefore, agree with the respondent that the prosecution had identified with sufficient precision (a) the public duty that was imposed on the SEHK and (b) the way in which it was alleged that the SEHK had been defrauded in its performance of that duty.  We are satisfied that the Mo Yuk Ping point, which pertains generally to the question of whether the common law offence of conspiracy offends the principle of legal certainty, does not arise.  It is also apposite to mention that, as is conceded by Mr Winter, no further particulars had been sought on Count 1 by any party at trial.

136.It is not correct to say that William Wong’s evidence was to the effect that there was no duty on the SEHK to allow or prevent the publication of announcements and circulars.  Rather, what he said was that the duty of ensuring the correctness of any published information rested with the company directors, not the SEHK.[104] Otherwise, his evidence is consistent with what has been said of the regulatory regime above.  Mr Wong’s evidence is considered in more detail next.

William Wong

137.By Ground 6 of the 2nd appellant’s grounds of appeal, complaint was made that William Wong was allowed to give “opinion evidence as to the meaning and interpretation of the Listing Rules” and “opinion evidence as to what the Listing Committee would do in hypothetical situations”. 

138.William Wong, was the vice-president of the Listing Division of the Hong Kong Stock Exchange.  The nub of his evidence was to the effect that, as a regulator, the Stock Exchange seeks to ensure that there is a fair and orderly market for the buying and selling of shares.  This is in order to achieve two purposes.  One is to maintain the quality of the Hong Kong securities market; the other is to protect potential investors and shareholders.  Such protection is afforded through keeping the market transparent, so that investors and shareholders do not make ill‑informed investment decisions.  To this end, the listed companies are obliged to comply with the Listing Rules which impose duties upon their directors, including various disclosure requirements.  The Listing Rules are not law; neither is there any means by which the Stock Exchange can ascertain the truthfulness of the information thus provided.  However, for “very substantial acquisitions”, no Announcement or Circular can be published on the Stock Exchange website until the Stock Exchange has finished vetting its content, and has no further comment.

139.This complaint has its provenance in an unsuccessful application made shortly before William Wong was called to give evidence at the trial.  Having regard to William Wong’s witness statement and deposition, the defence sought to exclude parts of his prospective testimony on the ground that they amounted to inadmissible personal opinions.  In his written submissions, on behalf of the 1st appellant at trial, Mr Fitzgerald addressed the prospective testimony of William Wong in the context of the Listing Rules.[105] That prospective testimony was directly relevant to many of the particulars in Count 1 and Count 2.  Mr Fitzgerald submitted:[106]

“ (6)…that William Wong should not give his opinion on:

(1) What the proper interpretation of Rule 14.69 is and what the obligations that flow from that interpretation are. In particular, he should not give his opinion as to whether Rule 14.69, from his interpretation, mandates the profit and loss statement in Appendix II to be solely historical figures with no adjustments permitted.

(2) What the proper interpretation of the various rules governing connected transactions in Chapter 14A is and what the disclosure obligations that flow from that interpretation are. In particular, he should not give his opinion as to whether there was a duty to disclose the commission sharing agreement.

(3) He should not be invited to give his opinion whether there was a duty to disclose an intention to profit secretly from the deal. That is because, as the Court indicated, there is no logical or legal basis to allege as an implicit part of particulars (a) or (b) the failure to disclose a secret plan to benefit from the fraud.

(4)     What the proper interpretation of Chapter 3 is and what the disclosure obligations that flow from that interpretation are.  So he should not give his opinion as to what, in this case, on his interpretation of Rule 3, D1 was required to disclose to the Stock Exchange as a director of 462.” [Italics added.]

140.Having received oral arguments from Mr Fitzgerald, the judge gave a brief oral ruling saying that she would give reasons for her ruling in due course.  The judge said:[107]

“ I do not accept that Mr William Wong cannot be asked, whether by the prosecution or by the defence, as to how the work of the Stock Exchange in respect of this the VSA would, or might have been, or not have been affected if certain matters were brought to the attention of the Stock Exchange at the time and which particular Listing Rule the Stock Exchange would be relying on or would be invoking in the course of their work in such circumstances.”

141.Mr Winter contended before this Court that the objection then raised by defence counsel was well‑founded, and was one to which the judge should have acceded.  Failing that, the judge had compounded her mistake by allowing William Wong to hypothesise on what step or decision, in a number of different situations, the SEHK might have taken had it been in possession of one kind of information or another.  The result is that the jury was irreversibly prejudiced by Mr Wong’s interpretation of the Listing Rules, as evidenced by the normal practice of the SEHK; whereas, since it was a matter of law, the jury should have been directed by the judge as to the meaning of the Listing Rules.  In short, the jury was misled into thinking that the two were the same.  

142.As is apparent, Mr Winter’s contention was premised on the supposition that the prosecution case was based solely on a breach or breaches of the Listing Rules.  If that supposition is correct, then the authorities do suggest that their interpretation is a matter of law which permits of no expert opinion [108].  It would, for example, be for the judge to rule whether the acquisition of UBAH was a “connected transaction”, determine the impact of her ruling on the charges and then direct the jury according to what may or may not be left of those charges as a result.  There is no reason for suggesting that the basis and scope of the prosecution case was so limited.  That calls into question the very foundation of the 2nd appellant’s Ground 6.

143.On 15 February 2016, the judge handed down her written Reasons for Ruling.[109]  We are in general agreement with her reasoning.  The judge said, inter‑alia

“18. ..... Is any ‘definitive interpretation’ of the Listing Rules engaged in this trial? I would think not.

19. ..... In the present case, we are concerned with charges of conspiracy to defraud. The particulars concerning the conspiracy charges do not contain any reference to a breach of the Listing Rules. The particulars or the overt acts are basically those of ‘false representation’ and ‘concealment’.

20. Therefore, while the Listing Rules form a part of the necessary background, any breach of the rules is not the be - all and end - all of the prosecution case. Put simply, for the conspiracy counts to be proved, a mere breach of or non‑compliance with the Listing Rules is not sufficient …...

21. ….. what we are concerned with in this trial are basically these: why such a course of actions was taken by an accused; why 462 or the Stock Exchange acted or responded in such a particular manner; why the acquisition was approved; why the Announcement and the Circular were allowed to be published by the Stock Exchange, etc. These past events do not appear to involve any ‘definitive interpretation’ of the Listing Rules but rather, what the parties thought they had to do or why they did so at the time.

………

27. Next, I turn to the question of whether a representative from the Stock Exchange is entitled to give evidence on his understanding and application of the Listing Rules in the course of his work.

28. Plainly, given that one of the counts on the indictment is a conspiracy to defraud the Stock Exchange, I cannot see why its representative should not be allowed to tell us, in discharging the Stock Exchange’s functions, the general operation and the role of the Stock Exchange; which were the matters they would need to know or clarify in this acquisition; which were the particular rules the Stock Exchange relied on in processing the acquisition; and why he considered those rules to be applicable, etc.

29. In doing so, the representative would not be giving mere opinion evidence as such. He would be explaining the work of the Stock Exchange in respect of the acquisition; which were the rules that the Stock Exchange were relying on at the time or would rely on if new matters were brought to their attention; or why such rules were applicable in respect of the acquisition; and why reliance was placed on such rules, etc. These are clearly matters of evidence, not matters of law, and are matters which are relevant in this case.

Conclusion

30. For the reasons given above, I do not accept that the representative from the Stock Exchange cannot be asked, whether by the prosecution or by the defence, as to what was expected to be done by 462’s directors under the Listing Rules in respect of the acquisition; what was done by the Stock Exchange; and how the work of the Stock Exchange would or might have been or not have been affected if certain matters were brought the attention of the Stock Exchange at the time.” 

144.In her summing up, the judge said of William Wong:[110]

“ …he was called both as a factual witness to tell you what happened in relation to the publication of the 462 circular, or the matters surrounding the publication, and as an expert on behalf of the prosecution to testify on the operation of the stock exchange.”

145.Of the latter matter, the judge went on to say:[111]

“ William Wong...has explained to you the operation of the stock exchange in the pre‑vetting of announcements and circulars issued by listed companies as well as the Listing Rules.

Conclusion

146.We are satisfied that the judge was correct in her ruling in respect of the prospective evidence of William Wong, and that the evidence adduced was admissible.

Were the Tab 11 accounts seen by ShineWing?

147.All of the appellants took issue with the adequacy of the judge’s directions in respect of the evidence as to whether Tab 11 prepared by Mark King, emailed to the 3rd appellant and copied to David Wiltshire on 15 June 2009, [112] had been shown to/seen by persons working for ShineWing, in particular the four witnesses who travelled to New Zealand to perform the “Agreed Upon Procedure”.  They were in New Zealand in the period 7 to 27 June 2009.  The 3rd appellant submitted that the judge had downplayed the effect of the evidence of two of those four witnesses, William Li and Doris Yiu, such that she became an advocate rather than a judge.

148.The importance of the issue lay in the fact that, although it was not stipulated as a particular of the dishonest means in the Particulars of Offence in Count 2, in her opening speech to the jury Ms Draycott said that it was the 3rd appellant’s job “to stop ShineWing finding out about the real accounts, and put himself between the accountants and ShineWing.” [113]  There was no dispute that the case advanced to the jury by the prosecution was that the 3rd appellant had concealed from ShineWing the material encompassed in Tab 11.  Although he received management accounts for 2009 from Mark King of Stretton’s on 15 June 2009, and although he was being pressed by ShineWing to provide management accounts for 2009, the 3rd appellant did not provide those accounts to them.  Rather, he provided them with his own version of the accounts, first on 25 and next on 29 June 2009.  The consolidated statement of financial performance for the 10 months ending 31 March 2009 prepared by Mark King provided to the 3rd appellant in the email of 15 June 2009 of the six companies constituting the CraFarms Group stipulated an overall deficit of NZ$5,420,975, whereas the statements of financial performance for that period for the same six companies provided by the 3rd appellant to ShineWing dated 25 June 2009 stipulated an overall surplus of more than NZ$10 million [114] while statements attached to the 3rd appellant’s emails of 29 June 2009 stipulated an increased overall surplus.[115]

149.In her summing up, the judge reminded the jury of the ambit of the material encompassed in Tab 11, namely that it contained:[116]

“ …the financial information about the Fonterra deferred payments, the consolidated statement of financial performance, that is the profit and loss, and financial position, that is the balance sheet, for the whole group, and then the individual statement of financial performance and financial position for each CraFarm company…. the schedule of farm expenses, the schedule of fixed assets and depreciation and the dairy cattle account for each CraFarm company.”

150.Of William Li’s evidence in respect of the accounts at Tab 11, the judge said:[117]

“ … William at the very beginning said he could not remember if he had seen those. Later he told you that he had seen the Tab 11 accounts at Eric’s home but it was a very late stage after chasing Eric many times did Eric then provide the same at the end of June or early July. At that time he said Eric had already given them Eric’s projections. Eric’s reason for doing the projections, according to William, was that the management accounts had not yet been prepared.

William told you he knew that the farm companies were having substantial deficits.  However, he also told you that the figures on his Excel sheet were the figures from Eric’s accounts, not that he copied any figures from Tab 11.”

151.William Li was shown the Tab 11 accounts for the first time in his evidence in cross‑examination by counsel for the 3rd appellant. When it was suggested to him that he and Kevin Cheng had been shown those accounts by the 3rd appellant “between 15 to 17 June 2009 in New Zealand”, William Li said that he could not remember whether that had been done or not.[118]  But, his attention having been drawn to the fact that there were asterisks in place of figures in the Plateau dairy cattle account, he said that he thought “we did ask about the asterisks part” and confirmed that he had done so in New Zealand.[119]  In evidence on the following hearing day, the following exchange ensued between the witness and counsel in respect of the Tab 11 accounts:[120]

“ Q …. Eric... He did not only show you this page 102, in fact the whole set of these accounts were there in front of you. Of the six farm companies.

A. Yes.

Q. And this was done at his home office?

A. Yes.

Q. And at the time present with you and Eric was also Kevin.

A. Yes.

Q. What about Doris. Was she also part of the discussion at that time?

A. I should say Doris… also took part… Doris and I would mainly discuss this part.”

152.Subsequently, in re-examination, William Li addressed the question of when it was that he had seen the Tab 11 accounts in relation to 15 June 2009.  He said that was:[121]

“ At a very late stage because Eric gave us the figures for the years 2007 and 2008 first, then very much later he gave us the figures for the year 2009.”

153.In relation to the date 15 June 2009, he said that it had been at least two weeks after that date, agreeing with the suggestion that meant “end of June… beginning of July”, adding that he thought that he had been given them only after “we chased him many times”, and only after he had been given the 3rd appellant’s “projections”.[122]

154.Having been shown the Statement of Financial Performance for each of the six farm companies, William Li acknowledged that each one of the statements reflected a deficit and agreed that the overall deficit was NZ$31.5 million.  Although William Li said that he had prepared an Excel spreadsheet, which included figures for the six farm companies for the year ended 31 March 2009, he said that the spreadsheet did not contain any figures taken from Tab 11, explaining:[123]

“ I kept dealing with it preparing it for two or three weeks, and at a very late stage of that process was I able to see the 2009 figures.”

155.The judge reminded the jury that it was William  Li’s evidence that “he had got the soft copy of Tab 11.”[124]  In cross‑examination, William Li said he could not remember if he had brought a hardcopy of Tab 11 back to Hong Kong on his return from New Zealand, but he had brought a soft copy of it back to Hong Kong.[125]

156.In that context, the judge reminded the jury that during his testimony Carl Kwok, who was one of the ShineWing witnesses who had travelled to New Zealand, said that he had checked the computer records of ShineWing and that “the earliest set of accounts on the ShineWing server was Eric’s accounts D3-88 dated 25 June 2009… He said no other 2009 accounts had been provided.” [126]  Also, it was his evidence that he was the one who input the figures into the Excel spreadsheet, the first of which entries was on 25 June 2009.  She said of his evidence “Carl believed he had not been shown the Tab 11 accounts when he was in New Zealand and he did not remember having been able to compare two sets of accounts for the same period but with different figures.” [127]

157.Of Kevin Cheng’s evidence of whether or not he had seen Tab 11, the judge reminded the jury:[128]

“ …he said he could not remember whether Eric had shown him those at Eric’s home. Kevin, however, told you this. If ShineWing had the tab 11 accounts at the time they could have started work. He also said that if they had got the 2009 accounts he would not have repeatedly chased Eric for the accounts in his emails sent to Eric.”

158.The judge reminded the jury that Barry Ip, the managing partner of ShineWing, gave similar evidence, namely that if his colleagues had Tab 11, they could have started working on them.[129]  He testified that he had travelled to New Zealand, met his ShineWing colleagues and visited some of the farms, leaving Auckland to return to Hong Kong on 25 June 2009.  Having been shown the Tab 11 accounts in evidence‑in‑chief, he said that he had not seen them.[130]  He had not seen any results for 2009 in relation to the target assets whilst he was in New Zealand.[131]

Contemporaneous emails from ShineWing “chasing” for the 2009 account

159.The judge’s reference to emails sent to the 3rd appellant, repeatedly chasing him for accounts, was clearly a reference to a series of emails sent to or copied to the 3rd appellant on 15, 19, 21 and 25 June 2009.

160.In an email sent to Kim Chan, but copied to the 3rd appellant, dated 15 June 2009, under the title “462‑draft circular”, Kevin Cheng complained:[132]

“ For your information, certain management accounts and books and records for the 10 months ended 31 March 2009 are still outstanding.”

161.Then, in an email dated 19 June from Kevin Cheng to Kim Chan, again copied to the 3rd appellant, the former complained again:[133]

“ For your information, the following documents are still outstanding from NZ management:

- Management account of the Target Company;

- Management accounts of the Target Assets for 10 months ended 31.3.2009.”

162.Next, in an email, dated 21 June 2009, to the 3rd appellant, copied to Doris Yiu and William Li, Kevin Cheng said:[134]

“ I still got nothing from you, I am drafting my resignation letter now…”

163.Finally, in an email, dated 25 June 2009, to the 3rd appellant but copied to his colleagues Barry Ip, William Li and Doris Yiu, Kevin Cheng said:[135]

“ I presumed the 2009 results and forecast information should have been given to us yesterday while I and Barry were visiting the farms. In fact none of those has been completed up to now. Please give us a precise timetable.”

164.In that context, in his evidence, Kevin Cheng said “So it turns out that for most part of the time in New Zealand we were waiting.” [136]  When asked why he would be waiting if he had Tab 11 whilst in New Zealand, Kevin Cheng said “I believe we could use Tab 11 as our basis to commence work.” [137]

Other contemporaneous emails to and from the 3rd appellant

165.Of relevance to the evidence that the Tab 11 accounts had been provided to the 3rd appellant by Mark King by an email on 15 June 2009, the judge reminded the jury of an email sent by the 2nd appellant to the 3rd appellant on 15 June 2009.[138]  Having noted that the subject of the email was described as “your work and my instructions” and its importance as “High”, the judge said that it stated, inter‑alia:[139]

“ You are working for UBNZ Assets Holdings Limited, and only REPORT to its director-myself at all time.”

166.The judge noted that the email concluded:[140]

“ Please come back to me with the following in the morning:

1. Their outcome of the three years figures, or as far as they got at this stage;

2. Your draft accounts up to 31st March 2009;

3. Your forecasting for the future years if ready;

4. Last week discussions of the due diligence work between you and them, the Q&A between you;

5.     Anything you think need to bring to my attention.”

Observing that she had drawn their attention to part only of the email, she invited the jury to have regard to “its entirety and in context.”

167.It is to be noted that items 2 and 4 of the email stated respectively:

“ 2.    Your current job is assisting ShineWing accounting team (Kevin and his colleagues of the same company) from Hong Kong to undertake and complete their “Financial Due Diligence” work after they have received the 3 years un-audited financials from Streeton (sic) via UBNZ for the 06, 07, 08, periods;”

and

“ 4. You have also been request to get my written confirmation before you making contact, release any financials’ information (even the drafts) to anybody but yourself;” [Italics added.]

16 June 2009

168.In an email sent by the 3rd appellant to the 2nd appellant, dated 16 June 2009, the 3rd appellant had responded to the earlier letter of instructions from the 2nd appellant.[141]  Attached to the email were the pdf files of the “Draft 10 months to 31st March 2009” in respect of five of the farm companies together with a pdf “CraFarms Group March 2009, which had been attached to the email from Mark King to the 3rd appellant dated 15 June 2009.  In the text of his email, the 3rd appellant said:[142]

“ The 09 is just prepare 5 p.m. yesterday, to be hand‑over by yourself is my intention else they have all yesterday already….

To comply with your point (4) guideline: the 01 April 2008‑31 Mar 09 accounts (all 5 companies) requires your consent to release to them.”

169.The judge reminded the jury that the 3rd appellant had sent another email dated 16 June 2009 to the 2nd appellant, copied to the 1st appellant.[143]  The judge noted that attached to the email were:[144]

“ …the consolidated statement of financial performance ended 30 Aril 2009. Then March for the 10 months March 09.”

170.In fact, attached to the email were three documents stated to be “for 10 months ended 31st March 2009”.  One of those documents was entitled “Consolidated Statement of Financial Performance (from Management Accounts).” [145]  It was identical to a document attached to Tab 11 [146].  So that, for example, it stated the deficit for the 10 months ended 31st March 2009 to be $5,420,975.

171.In the email, the 3rd appellant stated:

“ UBNZ is the one I have prepare with Mark else the scan is the copy. Please advise it is appropriate to release! (All the companies accounts have been adjusted accordingly)

The actual is April 2009 has - $22,515,917

adjusted Mar 2009 has only - $5,420,975

The timing is urgent as working time is short.”

172.It is to be noted that one of the attachments is described as “UBNZ March 2009. pdf ”.  The deficit of $22,515,917 is the deficit described in the fourth document in the attachment, namely the “Consolidated Statement of Financial Performance (from Management Accounts) for 11 months ended 30th April 2009.”

18 June 2009

173.In an email from the 3rd appellant to the 2nd appellant, dated 18 June 2009, the 3rd appellant responded to an earlier email of that date from the 2nd appellant in which the request had been made “to copy me all your communications with Dave Wilshire (sic), Mark or those people relate to the transaction of UBNZ with China JINHUI as well?”  The 3rd appellant stated in his email:[147]

“ I have long conversations with Mark. 0930-1030.

He could NOT reverse any of those 2009 figures.

I have some solutions already now working on the draft set.

Kevin has agreed on my proposal (HE HAS NOT SEEN those accounts..ok…)

He clearly know ONLY upon your approval he will then access to the 2009 accounts.”

Clearly, the statement in respect of Kevin Cheng that “HE HAS NOT SEEN those accounts” was a reference to the Tab 11 accounts.

21 June 2009

174.By an email, dated 21 June 2009, to the 2nd appellant the 3rd appellant attached schedules of revised figures for farm income for the “re: UBNZ Mar 2009 acc” from the overall loss of $5,594,706 stipulated by Mark King in the Tab 11 accounts.[148]  In the text of his email he said:[149]

“ I can get Kevin to agree for

1) UBNZ-revised +1,836,155

or

2)     UBNZ-revised +3,324,113 (haha will try).”  

24 June 2009

175.The judge reminded the jury that in an email, dated 24 June 2009, to the 2nd appellant, copied to the 1st appellant, the 3rd appellant had written:[150]

“ Please read fast and confirm the release of the 2009 Mar accounts to Kevin as they are now in total halt on the works progress.”

176.The email was headed “re: March 2009”, and attached to it were statements of Financial Performance for the 10 months ended 31 March 2009 for four of the six farms.[151]  In the text of the email, the 3rd appellant said:[152]

“ The core 4 farms (10 mths) - Net profit $14,384,516

I doing the 2 farms.

Please read fast and confirm the release of the 2009 Mar accounts to Kevin as they are now in total halt on the works progress.”   

177.In reminding the jury of the evidence of Doris Yiu, the judge said:[153]

“ Now although suggestions have been made during the course of counsel’s closing addresses that Doris said she had seen the Tab 11 accounts, Doris’s evidence on this topic was this…”

178.Mr Fitzgerald took repeated and strenuous objections to the description “suggestions”.  He submitted that it was her “evidence” that she had seen the Tab11 accounts in New Zealand.  It was in the judge’s use of that description that Mr Fitzgerald complained as being more the manner of an advocate than a judge.

179.Of Doris Yiu’s evidence in that respect, the judge went on to say:[154]

“ At one stage she said she recalled the Tab 11 accounts and she knew that the farms were running at a deficit, although she could not remember the extent of the deficit. Later on she told you that as they received many management accounts of the farms she could not really remember the figures.

Doris also said she did not have any strong impression of receiving two different sets of accounts for 2009.  However, she had the most vivid impression that the 2009 accounts had gone up.  This impression, members of the jury, you may think is not quite what the CraFarms Group’s consolidated profit and loss statement under Tab 11 showed because you would recall seeing a deficit in the consolidated profit and loss statement. But according to Doris, she had the most vivid impression that the 09 accounts had gone up.”

180.In her evidence in chief, Doris Yiu said that her position in ShineWing was as a staff accountant 2.  In cross‑examination, she explained that Staff accountant 1 was the entry‑level and that Staff accountant 2 was the 2nd year.[155]  She said that it was at a “very late stage”, at the end of the second week or the beginning of the third week of their trip to New Zealand, that they started work on the 2009 management accounts.[156]  She said that, if her memory was correct, “then the revenue should be going up.” [157] [Italics added.]  She explained that she meant that it did go up.

181.Having been shown the Tab 11 accounts, and her attention having been drawn to the Statement of Financial Performance of Windburn farm for the 10 months to 31 March 2009 in Tab 11, [158] she answered in the affirmative the double question “Did you ever see these accounts, or accounts in this format? ”  Of the question “And you knew that all the farms were in deficit?”, she said “I have the impression that it was a deficit, but I did not know how much the deficit was.” [159]  Then, after her attention had been drawn to the fact that, by contrast, the Statement of Financial Performance of Windburn farm for the same period, in the accounts emailed by the 3rd appellant to Kevin Cheng on 29 June 2009,[160] contained different figures for Milksolids Production income (a very significant increase) and different figures for four items of expense, namely working expenses, repairs and maintenance, vehicle expenses and overhead expenses (very significant decreases) and was now stated to be in surplus, Doris Yiu said that she did not have “much recollection” of comparing the two sets of accounts.  Of whether or not she remembered a difference in two sets of accounts “for the same thing of that magnitude”, she said:[161]

“ I don’t have a very strong impression of receiving two different accounts.”

182.Although, at first, Doris Yiu said that she believed that she had used a page in the Tab 11 set of accounts in relation to Windburn farm to perform her comparative analysis with previous years [162], and then qualified that by saying “but my recollection is quite vague now” [163], ultimately she said that she believed that she had used the relevant page in the accounts sent by email by the 3rd appellant on 29 June 2009.[164]

183.In that context,when asked if she was sure that she had seen “the accounts that are under Tab 11? the deficit accounts?”, Doris Yiu said:[165]

“ …because we had received many management accounts of the farms at that time. I recall the format, but I really don’t remember the figures.”

184.Of her analysis of the 2009 accounts, Doris Yiu said:[166]

“ I have the most vivid impression that the revenue was going upward -- going upward.”

Then, the following exchange ensued between Ms Draycott and Doris Yiu:[167]

“ Q. … After this amount of time, can you in fact remember which set of accounts you looked at and which you didn’t?

A.     I don’t remember.”

185.Nevertheless, in cross-examination by Mr Khosa for the 3rd appellant, Doris Yiu confirmed the suggestion that there had been a discussion in the 3rd appellant’s home, in which William Li and Kevin Cheng had participated, about missing cattle as reflected in Tab 11, together with a discussion about the fact that asterisks had been inserted in place of figures in the dairy cattle account for Taharua.[168] Again, Doris Yiu agreed with the suggestion that the discussion with the 3rd appellant “went on over a few days, to‑ing and fro‑ing about the figures contained in this Tab 11.”  She said that it was “normally” the case that all four of the ShineWing colleagues present in New Zealand discussed the accounts with the 3rd appellant in the latter’s living room.[169]  She believed that a set of the Tab 11 accounts had been given to all four of them.

Dairy cattle account

186.In her summing up, the judge said of Doris Yiu’s evidence:[170]

“ Doris accepted that she must have seen the dairy cattle account of Tab 11. She accepted that she must have seen the dairy cattle account. But she said that she did not recall seeing the covering email at Tab 11: and of course, members of the jury, if you are going to look at the covering email, you would recall financial information about the Fonterra deferred payments were given on the covering email.

Now Doris said she did not recall seeing the covering email at Tab 11.  No doubt, members of the jury, you would also notice that the dairy cattle account was just one of the accounting documents under Tab 11.”

187.In fact, when confronted with the email to which the Tab 11 accounts were attached, Doris Yiu said at first “I don’t have any recollection of reading the email” [171], but later she said “I have never seen this email”.[172]

188.As noted earlier, in describing the ambit of the material supplied by Mark King to the 3rd appellant in his email of 15 June 2009, the judge identified five separate and different sets of accounts.  The Statement of Financial Performance, which the judge described as the profit and loss statement, was distinct and different from the dairy cattle account.

189.Nevertheless, the judge went on to remind the jury of the submissions made by counsel for the 3rd appellant in his closing speech:[173]

“ Mr Khosa in his closing address, suggests to you that there was no reason why Eric would provide some, but not all, the accounting documents under Tab 11 to ShineWing.”

190.Doris Yiu testified that one of the files she had prepared in New Zealand was an Excel spreadsheet, entitled ‘CraFarm queries’.[174]  It had been created on 18 June 2009 and last saved on 30 June 2009.  There, the ‘Statement of Financial Position’ for Taharua ‘As at 31 May 2008 & Mar 2009’ noted a decrease in ‘Livestock on Hand’ from about NZ$9 million to about NZ$6 million.  She said that the management response to her query as to when it was that “Taharua sold all of the cows?”, namely “June 2008” had been provided by the 3rd appellant.  In her notes to that statement she wrote:[175]

“ 1.2) Dairy Cattle, Decreased NZ$2,860,400 by 32% (2008-2009)

Dairy cattle is included in the acquisition transaction.

Taharua has sold all the cows during the period 2008/09, as at 31 March 2009, Taharua has no dairy cattle at all.  According to the report prepared by Stretton & Co. Ltd why there are $6 million on the face of FS?”

191.Doris Yiu said that in preparing her note she had relied on information prepared by the external accountants.  She agreed with the suggestion that her note that Taharua had no dairy cattle related to the Dairy Cattle Account in Tab 11 [176], in which the tally of “Livestock On Hand” as at 31 March 2009 was blank.[177]  Given the fact that the Excel spreadsheet had been opened on 18 June 2009, she believed that she had seen that document around that date.  At that stage in her evidence, she said that she had no recollection of seeing the email from Mark King to the 3rd appellant, in which he was identified as an accountant at “Stretton’s Accountants”, to which Tab 11 was attached.[178]  She did not recall from where she got the name Stretton’s.  The name Stretton’s appeared only in the email and not in any of the other documents in Tab 11. She agreed with the suggestion that the value of the Livestock on Hand that she stipulated for Taharua in her Excel spreadsheet, as being $6,212,200 as at 31 March 2009,[179] had been extracted from the “Statement of Financial Performance” for Taharua,[180] provided by the 3rd appellant in his email to Kevin Cheng on 29 June 2009.[181] 

192.At the end of the fourth day of her summing up, following specific requests by Mr Khosa,[182] the judge reminded the jury in more detail of the evidence of William Li and of Doris Yiu.  Of William Li, the judge went on to direct the jury that:[183]

“ About the Tab 11 accounts, William’s evidence at the very beginning was that he could not remember if he’d seen those. He later said he had seen the accounts at Eric’s Home Office and, at that time, Doris and Kevin were also there. Still later, he then said it was at the end of June or early July that he saw the Tab 11 accounts, and by then Eric had already given his projections to him. He also told you that all the accounts prepared by Eric were projections.”

193.Of Doris Yiu, the judge went on to direct the jury that:[184]

“As for Doris, she said she got the impression that the farms were in deficit during the second or third week and she had the impression of seeing page 51 of the Tab 11 accounts. I just give you the reference, page 51. Her own recollection, although quite vague now, was that she had used that page for her analytical review. She also told you that around 18 June 2009, when she prepared her Excel sheet, she had already seen page 111, that is the dairy cattle account.”

As noted earlier, ultimately Doris Yiu said that she had used the relevant page in the accounts sent by email by the 3rd appellant on 29 June 2009 to make entries in the Excel spreadsheet.      

194.In responding to Mr Khosa’s requests for additions to be made to the summing up, Ms Draycott reminded the judge that the evidence was that the Excel spreadsheet, D3-38, although created by Doris Yiu on 18 June 2009, had last been saved on 30 June 2009.  However, the judge did not remind the jury of that evidence,[185] although Doris Yiu had testified to that effect.[186] 

195.Finally, the judge also responded to a specific request made by Mr Fitzgerald at the end of the fourth day of her summing up for further directions to the jury in respect of any “conflict between the evidence of the prosecution witnesses in relation to Tab 11”, in particular that “if it continues to exist, (it) should be resolved in favour of the defence.” [187]

196.The judge went on to direct the jury:[188]

“ If there is doubt which you find in the evidence adduced by the prosecution, you must resolve it in favour of the defence. That is giving the benefit of the doubt to the accused. For instance, you have heard Eric and a number of ShineWing witnesses testifying on the tab 11 documents. Even if, at the end of the day, you were to completely reject Eric’s evidence on this topic, if you find that on the evidence adduced by the prosecution through the ShineWing witnesses you are not sure that the tab 11 March accounts of the CraFarms Group were hidden from the ShineWing witnesses, in other words, if you are not sure that the tab 11 accounts were not given to them, then you must give that benefit of the doubt to Eric. The same benefit must also be given to Jack Chen and May Wang in respect of this particular concerning the alleged concealment of the true financial position of the target assets.”

The 3rd appellant’s evidence as to the disclosure of the Tab 11 accounts to the ShineWing team

197.In reminding the jury of the 3rd appellant’s evidence as to whether or not the Tab 11 accounts were made available to the ShineWing team, the judge said:[189]

“ According to Eric, once he received the various documents under Tab 11, he immediately printed out the documents and shared with the Kevin team. They then noticed a few problems with the accounts including that there was a loss of 5.5 million. Secondly, for Taharua and Nugen the cattle had disappeared and there was a net asset loss for the cattle. Thirdly, they also had doubts about the fair value treatment. There was also the concern about the differences in expenditure, particularly the farm working expenses between 08 and 09. Eric said the Kevin team asked him to sort out those with Mark King.”

198.Of the 3rd appellant’s evidence of his subsequent contact with the 2nd appellant on that issue, the judge said:[190]

“ He however contacted May Wang first on 15 June and told her about those problems. Initially in his evidence in-chief Eric said that at the time that he spoke to May Wang he told her that he and the Kevin team had received the Mark King 10 months accounts, that is the tab 11 accounts, and they found some problems. Later when asked why if so he still told May Wang the tab 11 accounts had not be(en) released, he said that was his way of saying in fact that he had released the accounts to the Kevin team.

Further later Eric said he was not telling May the truth when saying that the accounts had not been released.”

199.Earlier, the judge had directed the jury that, even if they rejected the evidence of the 3rd appellant, “the burden is still on the prosecution to make you sure on the evidence adduced that each accused is indeed guilty in respect of each charge.  In other words, your rejection of the defence case or the defence evidence does not relieve the prosecution of the burden they have in proving their case against each accused.” [191]

200.The judge gave the jury the standard directions as to the approach to be taken to the evidence of witnesses:[192]

“ …consider whether he or she has told you the truth and whether he or she has been accurate in the account given.

Consider whether the witness was trying to answer the question truthfully, or whether the witness was evasive, consider whether the ambiguities or inconsistencies, if any, were the result of the lapse of time or faded memories, or whether those were the results of the witness’s attempts to tailor the evidence and the results of making up events when going along.

In the case of each witness, you may accept or reject all or part of what he or she has told you.  The fact that you disbelieve or do not accept a witness on one part of his or her evidence does not mean that you should reject or disbelieve him or her on the whole of his or her evidence.” [Italics added.]

201.Given that the ShineWing witnesses were testifying about six and a half years after the events, which they described as having happened in June 2009, it was entirely appropriate that the judge should have directed the jury to have regard to the lapse of time and faded memories in considering ambiguities or inconsistencies in the evidence of those witnesses.  Similarly, it was appropriate that the judge reminded the jury of the contemporaneous documentation as giving context to the oral testimony of those witnesses.

202.On the one hand, as the judge reminded the jury, there was a series of emails from Kevin Cheng to, or copied to, the 3rd appellant on and between 16 and 25 June 2009, in which he repeatedly complained that he had not been provided with the management accounts for the 10 months ended 31 March 2009.  That of course begged the question: if the ShineWing team had been provided with Tab 11, why was Kevin Cheng complaining?

203.Also, as the judge reminded the jury, there was a series of emails between the 2nd and 3rd appellant’s which dealt with the release of accounts.  First, the 3rd appellant had been instructed by the 2nd appellant to get her written confirmation before “release (of) any financials’ information (even the drafts) to anybody.”  Then, in compliance with those instructions, the 3rd appellant had provided the 2nd appellant with pdf files in respect of the CraFarms Group and five of the farms for the 10 months to 31 March 2009, acknowledging that “the 01 April 2008 - 31 Mar 09 accounts (all 5 companies) requires your consent to release them.”  Next, in an email dated 18 June 2009, the 3rd appellant told the 2nd appellant that Kevin Cheng had not seen those accounts.  Finally, in an email dated 24 June 2009, having provided the 2nd appellant with his version of those accounts, the 3rd appellant urged the 2nd appellant “Please read fast and confirm the release of the 2009 Mar accounts to Kevin as they are now in total halt on the works progress.”

Conclusion

204.We are satisfied that the allegations that were made in respect of the judge’s summing up in relation to William Li and Doris Yiu, namely that it was an unfair, and even a biased, misrepresentation of their evidence is wholly unfounded.  There were inconsistencies in their evidence and they vacillated as to what, if any, use had been made of Tab 11. The judge was perfectly entitled to point out that DorisYiu’s testimony, that it was her “vivid impression” that for the 2009 accounts the revenue was going up, was they might think, “not quite” what the Tab 11 figures showed.  The judge redirected the jury in respect of their testimony when requested to do so.

205.In any event, the judge had made it clear repeatedly that it was for the jury to determine what they made of the evidence.  She said:[193]

“ Now if when I go through the evidence with you I appear to have expressed views of the evidence or of the facts, do not adopt those views unless you agree to them. If I mention or emphasise a particular aspect of the evidence, which you regard as unimportant, disregard that piece of evidence. If I do not mention evidence which you regard as important, you should follow your own view and take that evidence into account, giving it such weight as you think fit. Remember, when it comes to the facts of this case, it is your judgment alone that is important.”

206.Given that the judge directed the jury that if “you are not sure that the Tab 11 March accounts of the CraFarms Group were hidden from the ShineWing witnesses, in other words, you are not sure that the Tab 11 accounts were not given to them,” and that they must give the benefit of the doubt to the defendants, it is clear that in convicting the appellants the jury was satisfied that those accounts were concealed from them.  The resolution of that issue was very much a matter for the jury, having regard to all the evidence.

207.We are satisfied that there is no merit in this ground of appeal.     

Were the figures in the accounts that the 3rd appellant provided to ShineWing of the profit and loss of the 22 farms assumed or projected accounts or were they accounts that he had deliberately, falsely inflated?  Did the 3rd appellant know that those accounts would be used in Appendix II of the Circular?

Appendix II of the Circular

208.In Appendix II of the Circular, published by 462 on 8 September 2009, under the rubric “FINANCIAL INFORMATION OF THE TARGET GROUP”, it was asserted, inter‑alia, that gross profit in the “Unaudited Combined Profit and Loss Statements Attributable to the Target Assets” for the years ended 31 May 2007, 2008 and 2009 was $17,889,000, $55,040,000, $92,520,000 respectively.

209.Of the various figures, namely revenue, cost of sales, gross profit, other income gains (losses) and net income, in respect of those years, it was asserted that they “…have been prepared based on the financial and other information provided by the management of the vendor.” Of ShineWing’s role as reporting accountants, it was said that they had “performed limited procedures” of enquiry and review.  Finally, it was asserted that:[194]

“ The management of the Vendor has emphasised that the Unaudited Combined Profit and Loss Statements do not purport to predict the future actual financial contributions to be derived from the Target Assets after completion of the acquisition.”

210.In the notes to Appendix II, it was stated:[195]

“ 1. The revenue for each of the Reporting Periods represented the revenue generated from the Target Assets, as provided by the Vendor.

2. The costs of sales for each of the Reporting Periods represented the combined costs incurred by the Target Assets in generating such revenue, as provided by the Vendor.

3. The other income for each of the Reporting Periods represented the net income from trading of livestock generated from the Target Assets.

4.   The gains (losses) arising from changes in fair value less estimated point-of-sale costs of livestock represented the changes in fair value of livestock included in the Target Assets during each of the Reporting Periods, as provided by the Vendor.” [Italics added.]

211.Under the rubric “MANAGEMENT DISCUSSION AND ANALYSIS”, the “financial information of the target assets” for each of the three years was addressed.  Of the reasons for the “slight decrease” in revenue for the year ended 31 May 2009, it was asserted:[196]

“ Turnover for the year was approximately HK$179,516,000, representing a decrease of 3.55% when compared to the year ended 31 May 2008. The flip in turnover was a balancing effect attributable to the fall in the Fonterra seasonal payout amid weaker global wholesale milk powder demands versus an uplift of milk production through three new farms’ conversion and acquisition and overall production efficiency consolidation. The international milk powder users have sidelined awaiting economic recovery signs post the sub‑prime crisis and ascertain retail consumer future demands, which resulted dairy commodities prices and volume in trough channel in early 2009.”

212.Of gross profit for the year ended 31 May 2009, it was asserted:[197]

“ Gross profit for the year was approximately HK$92,520,000, representing an improvement of 68.1% when compared to 31 May 2008. It was mainly due to two additional new farm groups placed into production after prior year conversion preparation and a new farm group acquisition and a further ‘cost efficiency’ achieved by the three existing farm groups underpinned by prior year capital expenditure. Further, the decrease of Fonterra payout rate in the year 2009 from $7.90 to $5.20 per kilogram of milk solids (representing a fall of 34.17%) has been netted off by the aggregate milk production improvement.”

The prosecution case

213.It was the prosecution case that, in pursuance of the conspiratorial agreement with the 1st and 2nd appellants, the 3rd appellant addressed the fact that figures provided by Mark King to the 3rd appellant on 15 June 2009 [198] stipulated overall losses for the 22 farms by deliberately and falsely inflating the figures to stipulate a profit in place of losses.  Further, that the 3rd appellant knew that the figures he provided to ShineWing would be used in the 462 circular.

The 3rd appellant’s case

214.It was the 3rd appellant’s case that, on the contrary, the figures he provided to ShineWing were projections based on how the Target Assets would perform under new ownership and that was known to ShineWing.  Also, that the figures which appeared in the circular had been provided by ShineWing and not by the 3rd appellant.  He did not know how those figures were calculated.

No case to answer

215.In a submission of no case to answer on behalf of the 3rd appellant, Mr Khosa, relied inter‑alia on the alleged insufficiency of evidence to establish against the 3rd appellant the matters raised in the two questions posed at the outset.[199]  In a ruling, in which she provided no reasons, the judge ruled against that application.[200]

Assumed or false accounts?

216.In her summing up, the judge directed the jury in respect of particulars (d) and (e) of the Particulars of Offence that “the core issue is whether Eric was or was not playing with the figures and merely using the projected 2009 UBAH accounts as a pretext, or as an excuse, to provide such false figures to defraud 462 and the stock exchange”.[201]  Of their approach to that issue, the judge directed the jury:[202]

“ … if it might be the case that what Eric was doing at the time was to provide projected UBAH accounts based on the UBAH operation model, then the prosecution’s allegation that he had dishonestly provided false account pursuant to the conspiracy he had with Jack Chen and May Wang must fail.”

The judge went on to say that, in those circumstances:[203]

“ … that will be the end of the matter, for the prosecution would, in those circumstances, fail to prove the alleged false representation and, perhaps, the concealment as well. You need not go any further to examine whether such changes were reasonable or not in the dairy farming trade or industry.”

217.In her review of the evidence in her summing up relevant to the issue, the judge said that it had been the evidence of both William Wong and Cindy Ngai of the SEHK that it was a requirement of the SEHK that the figures in Appendix II of the circular stating the profit and loss of the revenue generating assets for the previous three years to be acquired by 462 should be the historical and actual figures, reflecting the actual performance.  If the SEHK had known that they were based on assumptions, they would not have allowed the circular to be published.[204]

218.Of the evidence of the ShineWing employees, the judge reminded the jury that Doris Yiu had testified, of the accounts provided by the 3rd appellant by his email dated 29 June 2009, that she understood that they were “actual figures and were extracted by Eric from the external accountants’ management accounts”, adding that she “could not say for sure whether they were projected figures”.[205]  On the other hand, the judge said that William Li testified of the accounts provided by the 3rd appellant that “Eric told him that those were projections assuming the assets had been injected into UBAH”.[206]

219.Of Kevin Cheng’s evidence, the judge said “For the 2009 figures Kevin told you that those were historical figures but adjustments might have been made to take account of the deferred Fonterra payments and the change in the fair value of the cattle.” [207]  The judge went on to say “As to the suggestion that appendix 2 could present figures assuming that the target assets were run by UBAH in a different mode, Kevin said that was not his understanding.” [208]  The judge suggested, although she said that it was entirely a matter for the jury, that the effect of his evidence was that he understood that “…appendix 2 could only include historical figures.” [209]

220.In that context, the judge reminded the jury of an email, dated 11 June 2009, sent by the 2nd appellant to Kevin Cheng, but copied to the 3rd appellant in which the 2nd appellant asserted “I understood the Pro Forma is to Assume the businesses of those related Assets were trade under UBNZ AH in the past, and if it is ASSUME, then the previous financials are not relevant.” [210]  Of Kevin Cheng’s evidence, the judge said:[211]

“ Kevin told you that pro forma statements were for appendix 3, not for appendix 2, and he also told you that he did not know what May Wang meant by “previous financials are not relevant.”  But he said he would not spend time arguing with her.”

221.The judge reminded the jury of an email, dated 2 July 2009, sent to Barry Ip by the 2nd appellant, but copied to the 3rd appellant and Kevin Cheng in which it was asserted:[212]

“ The previous accounts you have before 08 represents the older management and operation structures. The March 2009 accounts represent the current and future operations and structures and business models…. And the target is only started in June 2009. All the accounts are assumed if they were in UBNZAHL.” [Italics added.]

222.The judge said that Barry Ip had explained his response by email “Noted, maybe we need to state the note in the circular to state the fact as mentioned by you” by saying, in effect that, “it could not be the case that the accounts from June 2008 to May 2009 were based on assumptions.” [213] The judge went on to remind the jury that the effect of Barry Ip’s evidence was:[214]

“ …for appendix 2 Barry told you that there was no element of explanation or supposition in the figures presented. There was also no room to alter the accounts on the basis that the vendor felt they could manage the assets better. He told you that no suggestion had been made to him that the accounts were prepared on the basis that UBAH had run the assets differently. No such suggestion had been made to him.”

223.Of Andy Wong’s evidence, the judge said:[215]

“ Andy initially told you that the figures in the profit and loss statements should mostly be historical figures, but that in this acquisition, as explained by the management in the course of their work, some sort of projection model was applied to forecast something. Yet Andy later explained that the projection was a forecast of the future and was not part of the profit and loss statement. Then Andy explained to you what a pro forma was. Specifically in this case, the pro forma was combining 462’s audited accounts with the unaudited consolidated financial information of the target company to see what the effect would be after the acquisition. In this exercise the appendix 2 figures were copied onto appendix 3 as those were the historical figures of the target assets for 2009.”

224.Of Andy Wong’s subsequent testimony, the judge said:[216]

“ Later, when Andy talked about the management accounts of the target assets he told you that although those should be historical figures, one could carve out the irrelevant parts and could also proceed with reasonable adjustments on an ‘as if’ basis, assuming that the target company had acquired and operated the assets on a new model to show what the results would be like.”

225.Attached to an email dated 10 August 2009 sent by Andy Wong to, the 2nd appellant, but also copied to Barry Ip, was the revised Appendix II of the 462 Circular which included figures up to 31 May 2009.  Of those figures, Andy Wong posed two questions:[217]

“ (1) Why the gross profit for 2009 was over 50% which is significantly higher than 2007 and 2008.

(2)   Why the turnover for 12 months ended 31 May 2009 was only slightly higher than 10 months in 31 March 2009.”

226.In an email, dated 11 August 2009, sent by the 3rd appellant to the 2nd appellant, but copied to Andy Wong, it was asserted:[218]

“ As discuss in regards to question (1) there are various factors underpin (ning) the 2009 results the main contributor is efficiency and change of management focus.

The UBNZ is more “production focus” emphasis on present production consolidation and expense rational controls

The UBNZ production efficiency is achieved by

1) close focus on production expenses

2) more adequate deploy of capital expense

3) prior capital investment starts to yield results

4) removal of sharemilkers arrangement into direct employment

The performance is in par within the model expense parameter survey by the NZ dairy Board of that district.

The question (2) is due to scale-down of milking due to emergence of global credit crisis and uncertainty cloud towards international whole-sale milk powder price on anticipated consumer demand dwindling.”

227.In an email, dated 11 August 2009, sent by Andy Wong to the 2nd and 3rd appellants, but copied inter‑alia to Barry Ip, Andy Wong replied:[219]

“ Many thanks for your advice. Question 1 is fine for me. For question 2 HKEX will ask why the effect only happens after March 2009. Would appreciate it if you could advise more detailed and specific reason.”

228.Of Andy Wong’s evidence in respect of those emails, the judge reminded the jury that:[220]

“ …Andy accepted that it was reasonable to assume that there would be savings under the new management and he thought - he was aware of the adjustments made at the time.”

229.On the other hand, the judge said of Barry Ip’s evidence that “…he did not interpret it as Eric telling ShineWing that assumptions were made for the 2009 figures but just that those were the relevant explanations for the 2009 accounts.” [221]  Of Barry Ip’s subsequent testimony, the judge noted:[222]

“ …Barry maintained his view that no adjustments could be made to the historical figures of the target assets on the basis that UBAH could have run the assets better. No such adjustments could be made. He also told you that he had not heard of such an approach at the time and he was not aware of it, if Andy was operating on the basis that assumptions could be made.”

230.Of Andy Wong’s vacillation in his testimony in respect of the issue of an “adjustment” in respect of the number of cattle on the farms, the judge reminded the jury that initially he testified that it was “not unreasonable to factor in more cattle than that actually owned by the CraFarms Group”.  However, subsequently he had said that the “projection of 8,000 additional cattle in the appendix 2 figures” was “unreasonable”.[223]

231.Of the conflict in the testimony between the ShineWing witnesses, the judge said:[224]

“ …it may have been clear to you that while Kevin and Barry were adamant that the appendix 2 figures were historical figures and the assumptions of running the assets better could not be used as a basis to change the figures, that did not appear to be the view taken by Andy.”

232.Of the resolution of that issue, the judge said to the jury:[225]

“ How you are going to assess the evidence of these ShineWing witnesses is a matter for you. You may find that the response of Andy would be an important consideration particularly in relation to the issue of dishonesty because Andy was telling Eric that Eric’s accounts were acceptable and there were open discussions between ShineWing and Eric about the use of projections.

On the other hand, you may find that Andy’s response would not matter much, for by then Eric’s accounts had already been given to ShineWing and when Kevin first received the tab 55, 2009 accounts, Kevin had already asked Eric to explain why the gross profit for 2009 was much higher than the previous years.”

233.In the result, the judge suggested to the jury:[226]

“ … you may think that the important consideration is perhaps not so much about this saying of Andy that question 1 is fine, but whether it might be the case that Eric was preparing and providing those accounts to ShineWing on a projection basis, and was there setting out for Andy those bases. Or whether, as alleged by the prosecution, Eric, pursuant to the conspiracies, was merely taking advantage of the situation and using projections as an excuse to provide figures which he knew full well were false and arbitrary figures.”

Did the 3rd appellant know that the figures in the accounts that he provided to ShineWing would be used in the circular?

234.Of the issue of whether or not the 3rd appellant knew that the figures in the accounts he provided to ShineWing in respect of the 22 farms would be used in the 462 circular, the judge reminded the jury of the evidence of Kevin Cheng:[227]

“ As to the use to be put to Eric’s figures, Kevin told you that from the very beginning Eric knew that the figures would be put into the circular. If there were questions from the stock exchange which Kevin could not answer he would ask Eric.”

235.On the other hand, the judge reminded the jury that it was the 3rd appellant’s evidence:[228]

“ As for the figures in appendix 2 and the notes there, Eric said he did not write those and nobody asked him to even read those. He said he had not done any work for Hong Kong listed companies before and did not know how to prepare a circular or what the Listing Rules were. At the time when the draft circular was being circulated Eric said he did not know that his figures were contained at appendix 2 because they were presented in a different format and were in Hong Kong dollars.”

236.In his evidence, Kevin Cheng had testified in respect of the various figures the 3rd appellant had provided to ShineWing in the accounts that “from the beginning we all understood that these figures would be put into the circular of 462, finally”.  Of those encompassed by that description, he explained he meant “All people in this project.”  Clearly, that included the 3rd appellant.[229]

Evidence of the 3rd appellant’s involvement in ShineWing’s preparation of Appendix 2 of the circular

237.In his evidence-in-chief and in cross‑examination, Kevin Cheng testified in respect of emails sent to or from, or copied to, the 3rd appellant in the period 10 to 21 August 2009.

238.By an email, dated 10 August 2009, copied to the 2nd appellant, the 3rd appellant sent Kevin Cheng the management accounts for the six farms for the year ended 31 May 2009.[230]  By an email of the same date, Andy Wong sent an email to K & L Gates, copied among others to the 2nd appellant and Barry Ip, attaching the “Revised Appendix II in Circular”, of which it was stated:

“ The figures (now updated to 31 May 2009) are revised and incorporated in Appendix II based on the information provided by May.” [231]

239.The attachment tracked the changes made to the document in respect of the Profit and Loss Statements.  As noted earlier, the email directed two questions to the 2nd appellant, first as to why the gross profit of 2009 was over 50%, which was significantly higher than 2007 and 2008; and, secondly, why the turnover was only slightly higher for the whole year when compared with the 10 months to 31 March 2009.

240.Then, in an email dated 11 August 2009 from the 3rd appellant to Andy Wong, copied to the 2nd appellant, the 3rd appellant provided the detailed replies to the two questions previously set out.[232]  As noted earlier, by email of the same date, to the 2nd and 3rd appellants, Andy Wong indicated that the answer to question 1 “…is fine for me.”

241.Of the statement in the email by the 3rd appellant “as discuss”, Kevin Cheng said that he could not remember if the matter had been discussed, but he said that “the figures in appendix 2 were provided by Eric.  But I must confess that the contents in appendix 2 was not prepared by Eric.” [233]

242.By an email, dated 12 August 2009, under the heading “re: Question 1 – details” the 3rd appellant replied to Kevin Cheng’s request in the previous email for “detailed and specific reasons.”  In doing so, the 3rd appellant addressed in detail “2009 production efficiency”.[234]

243.Kevin Cheng said that he believed that on 19 August 2009 he had forwarded to the 3rd appellant an email sent earlier on 14 August 2009, among others to Andy Wong and the 2nd appellant by K & L Gates, but which had been copied to him.[235] Kevin Cheng’s email to the 3rd appellant stated that the subject was “Queries from HKSE” in respect of the “VSA circular _s4-further comments from SEHK: 13 August 2009”. [236]  One of the matters identified in the fax of the SEHK to K & L Gates, dated 13 August 2009, was:

“ Please include a management discussion and analysis of results of the Target assets (as included in appendix II) covering all those matters set out in paragraph 32 of appendix 16 for the 3 years ended 31 May 2007, 2008 and 2009.”

244.In an email to the 3rd appellant, dated 20 August 2009, Andy Wong attached pages of the draft Circular in relation to Financial Information in Appendix II.[237]  The gross profit for the year ended 31 May 2009 was stated to be $92,520,000.  The 3rd appellant was asked to prepare a discussion and analysis addressing five key questions:

“ (1) nature and key breakdown of revenue and cost of sales

(2) nature and breakdown of other income

(3) the reasons for significant increase of revenue from 2007 to 2008 and the reason for slight decrease in 2009

(4) the reasons for the increase of GP% from 2007 to 2008 and then to 2009

(5)    the basis for determination of the changes in fair values of live stocks (particularly vendor needs to explain why 2007 is fair value loss, 2008 is a significant fair value gain and the fair value gain in 2009 is limited).”

245.In an email, dated 21 August 2009, sent by Andy Wong to the 3rd appellant, Andy Wong complained “As of now I got nothing relating to the outstanding MD & A.” [238]

246.An email from the 2nd appellant, dated 21 August 2009, to May Chan copied to Andy Wong addressed the subject “Circular‑ Fin Info App II-20 August 2009. pdf”.  The 2nd appellant stated “please find the enclosed the draft from Eric.  Let me know if they are sufficient enough for you to complete.”  Attached was the marked up, tracked records of changes to an earlier draft of that part of Appendix 2 of the circular.  It addressed the five topics enumerated by Andy Wong in his email of 20 August 2009.  Of the “reasons for the increased of GP% from 2007 to 2008 and then to 2009”, it asserted:[239]

“ The Dairy Group’s gross profit for the year was HK$92,520,000, representing an improvement of 68.1% when compared to last year is mainly contributed by additional two new farm groups place into production after prior year conversion preparation and a new farm group acquisition and a further “cost efficiency” achieved by 3 existing farm groups underpinned by prior year capital expenditure.  Further, the adverse Fonterra payout decline in the year 2009 from $7.90 to $5.20 (- 34.17%) has been net balance off by the aggregate milk production improvement.”

247.As is readily apparent, that paragraph resonates strikingly with the paragraph that addressed those issues and which appeared in the circular, albeit that there were some changes of grammar and syntax.

248.Finally, in an email, dated 21 August 2009, sent by Andy Wong to the 2nd appellant and May Chan, but copied among others to the 3rd appellant and Kevin Cheng, Andy Wong stated:[240]

“ I made incorporated my comments into Eric’s version of MD & A. I am fine with this. Please review this and if you are ok, please instruct K & L to proceed.”

249.In her summing up, the judge gave the jury directions in respect of their approach to the assertion in the email from May Wang, copied to Andy Wong, that what she attached to the email was “the draft from Eric”:[241]

“ Now as Eric was not present when May Wang stated in the email about the draft from Eric…. Eric… was…. unable to confirm or deny the truth of what was said in the statements concerned (in that email). For that reason, you should treat (the statement in the email) with caution when you come to consider the effect they have on the case against Eric...”

250.The judge went on to direct the jury:[242]

“ Before you hold the statement or any part of it against Eric… you should consider all the evidence on which the prosecution rely and all the evidence called on behalf of the accused. Then ask these questions: are you sure (i) that the evidence is true?… and (ii) that it amounts to evidence of things said or done by an accused… in the course of… and for the purpose of…carrying out the conspiracy.”

251.Subsequently, in the context of her review of the emails passing between the 3rd appellant and others in respect of Appendix II of the circular, the judge repeated those directions.[243] Of the prosecution case in that regard, the judge said:[244]

“ Now again the prosecution say that, although Eric denied in the witness box that he had drafted the MD & A, this email of May Wang showed that Eric was at the time pursuant to the conspiracy that he had with May Wang and Jack Chen actually working together with May Wang on the MD & A draft and had provided the draft to May Wang.”

Conclusion: no case to answer

252.We are satisfied from the evidence described above that the complaints made on behalf of the 3rd appellant that the judge erred in ruling a case to answer, having regard to the evidence led in the prosecution case in respect of the basis on which he provided accounts to ShineWing and his knowledge of their use in the circular, is without merit.

253.The resolution of the conflicts or inconsistencies in the testimony of the ShineWing witnesses, in particular that of Andy Wong in contrast to the other witnesses from ShineWing, was a classic matter for the jury to resolve.

254.On the other hand, there was compelling evidence, in particular from his participation in the creation of the MD & A part of Appendix II of the circular, that the 3rd appellant knew of the use that was being made of the figures that he had provided in the accounts of the farms to ShineWing.

Unbalanced summing up/failure to remind the jury of evidence relevant to the 3rd appellant’s case in respect of assumed accounts

255.In her review of the 3rd appellant’s testimony at trial, the judge reminded the jury that he had said that in his initial meeting with the 2nd appellant on 5 June 2009 he had “agreed to take up the job to do up the projected accounts of direct income and direct expenses” for the purpose of seeking loans.[245]

256.Then, the judge adverted to the communication between the 2nd appellant and ShineWing, in which she had asserted that the “previous financials” were not relevant.  In doing so, the judge reminded the jury that they had looked at the email, dated 11 June 2009 [246], sent by the 2nd appellant to Kevin Cheng in which that assertion by the 2nd appellant was printed in red in the body of the email.[247] There, the judge had reminded the jury that in that email, the 2nd appellant had asserted that “the previous financials are not relevant” and that “all the accounts are assumed if they were in UBNZAH.”

257.Of the 3rd appellant’s evidence, in that regard the judge said:[248]

“ …the previous financials not being relevant and that the accounts were assumed accorded entirely with what his understanding was about the UBAH accounts that he had to prepare.”

258.In the context of the email, dated 15 June 2009, sent by the 2nd appellant to the 3rd appellant, in which she gave him instructions requiring written instructions from her before he released “any financials’ information (even the drafts) to anybody”, the judge reminded the jury of the 3rd appellant’s evidence.  The email instructed the 3rd appellant to revert to the 2nd appellant in the morning with the following:

“ 1. Their outcome of the three-year figures, or as far as they got at this stage;

2. Your draft accounts up to 31st March 09;

3. Your forecasting for the future years if ready;

…”

259.Of the fact that reference was made to “your draft accounts”, rather than “projected accounts”, the judge said:[249]

“ ..you may think by the time when this email was sent by May to Eric about his work and about her instructions, both of them already knew precisely what was prepared by Eric and therefore there was no need to use any exact term like “projected accounts”… in giving her instruction to Eric and the term “draft accounts” will do.”

260.The judge went on to remind the jury of the 3rd appellant’s evidence, namely:[250]

“ that throughout the whole process nobody told him that the accounts should only contain historical figures or to show the historical performance of the farm assets.”

261.Of the 3rd appellant’s testimony of how it was that he approached the task of making projected accounts, the judge said:[251]

“ (it) was a step-by-step approach. Firstly, he dealt with the income generated by the cattle taking away the share milkers and restoring the income to 100 percent. Then he dealt with the fair value of the cattle and finally had adjusted the expenditure related to the milk solid production.”

262.Also, the judge said that the 3rd appellant testified that “at the time he was working with William and Doris to work up the projected UBAH accounts and the Kevin team knew what he was doing.” [252]

263.Of the 3rd appellant’s testimony as to the basis of his “adjustments or projections”, the judge said that they were:[253]

“ (1) what he learned from Mark King, Wiltshire and May Wang based on the expert advice May obtained from her dairy farming expert.

(2) what he learned from the internet.

(3) what he gathered from the National Statistics as the benchmarks.

(4)   the contents of the valuation reports of the farms.”

264.Of the 3rd appellant’s testimony of his limited role in the preparation of the MD & A in appendix II of the circular the judge said, in respect of the draft at Tab 97 B, that he said that he had copied information from the Internet as to the Fonterra revenue, but:[254]

“ …for the other parts, he admitted having provided information for some topics but he said he did not write those as he could not write in such nice English. For some other parts he could not remember.”

265.The judge added:[255]

“ As for the figures in appendix II and the notes there, Eric said he did not write those and nobody asked him to even read those.  He said he had not done any work for Hong Kong listed companies before and did not know how to prepare a circular or what the listing rules were.  At the time when the draft circular was being circulated Eric said he did not know that his figures were contained at appendix II because they were presented in a different format and were in Hong Kong dollars.”

266.At the conclusion of the summing up, the judge summarised the case of the 3rd appellant:[256]

“ In respect of particular (d) his case is that the accounts he prepared were projected accounts were never intended to represent the gross profit of the target assets. In respect of particular (e), his case is that the Tab 11 accounts were shown to the Kevin team. There was never any concealment of the true financial position of the target assets.”

Conclusion

267.We are satisfied that the judge summed up the evidence fairly and in a balanced manner in relation to the 3rd appellant’s case in respect of assumed accounts.  There is no merit in this ground of appeal.

The 2nd appellant’s knowledge of and involvement in the conspiracy to falsify the accounts

268.Earlier in this judgment we said that the evidence of the 2nd appellant’s knowledge of and involvement in the conspiracy to falsify the accounts was overwhelming. Here, we explain why.

269.There was no dispute that, following the agreement dated 22 May 2009 between 462, UTCL and UBFM [257] for the acquisition by the former of the farm properties, it fell to 462 to conduct the due diligence exercise, but that it did so on information provided by the vendor.  Of Katherine Chan’s evidence, the judge reminded the jury:[258]

“ Kathy accepted that the conduct of proper due diligence rested on the shoulders of 462, she said that the information was provided by the vendors, by May Wang, and 462 could only do its best to verify the information.”

270.Email correspondence subsequent to the 22 May 2009 agreement evidenced the role of the 2nd appellant from the outset of the due diligence exercise.  In an email, dated 29 May 2009, from K & L Gates [259] to Kerry Knight on the subject of “Due Diligence” it was asserted that “We will need to coordinate with May on the due diligence.” [260]  In an email of the same date to the 2nd appellant from Kevin Cheng, on the issue of due diligence, the latter said: “As we have not received any of our required financial information, we will postpone the field audit until further notice.” [261] On 30 May 2009, the 2nd appellant informed Kevin Cheng that she had just received the accounts for 2006, 2007 and 2008.[262]  On 31 May 2009, the 2nd appellant forwarded by email the 2006 – 2008 accounts to Kathy Chan and Barry Ip, as well as to many others members of staff of ShineWing: “Here are the 3 years unaudited management accounts which our company has instructed NZ local accountant firm to complete based on the books that farms provided.” [263]

271.By an email dated 1 June 2009, Kevin Cheng informed the 2nd appellant,[264] “Please find the attachment for our required financial information in order to kick‑off the audit work.  A similar list should have been passed to you during our meeting a few weeks ago.  We hope that the required information will be substantially available prior to our departure to NZ.”  Included in the required information in respect of “The Target Group” was:

“ Financial statements, including management accounts and audited financial statements (if any), for each of the 3 years ended 31 May 2006, 2007 and 2008 and 10 months ended 31 March 2008 and 31 March 2009 (“the relevant periods”) and the financial position as at 31 May 2006, 2007 2008 and as at 31 March 2008 and 2009 (the “end of each relevant periods”) prepared under International Financial Report standards.”

272.By an email dated 2 June 2009, from the 2nd appellant to Kevin Cheng, the former said, “I will come back to you with the comments from our side”, pointing out that the “target” was not the CraFarms Group business, but the six farms listed in the accounts.[265]  By an email dated 3 June 2009, from Kevin Cheng to the 2nd appellant, the latter was advised:[266]

“ As discussed in our meeting yesterday, I attach the revised information list for your perusal.

Please be noted that the list is not exclusively prepared for the local management. Your involvement and the listed company involvement might be required in certain extend. All information mention in the list are critical in order to get the tasks done ..........

As mentioned in Barry’s email yesterday, the list is prepared assuming the proposed acquisition is regarded as an ‘Asset Deal’ …” (Italics added.)

273.The attached “List for required documents for the due diligence” stipulated, inter‑alia:

“ (B) For financial information to be contained in the Circular as required by the Hong Kong Listing Rules Chapter 14.69(4)(b)(i) in relation to an acquisition of revenue‑generating assets:

● Profit and Loss statement for the years ended 31 May 2006, 2007, 2008 and 10 months ended 31 March 2008 and 31 March 2009 (“the Relevant Periods”) which shows:

-Revenue generated from the Target Assets;

-Cost of sales;

-Gross profit;

-Other expenses directly related to the target assets;

-Net profit generated from the Target Assets.

● Detailed explanations on gross profit ratio fluctuation throughout the Relevant Periods.

● By-product analysis on the revenue generated from the Target Assets.

● By-customer analysis on the revenue generated from the Target Assets.” (Italics added.)

274.Although ShineWing acknowledged clearly that the deal was an “asset deal”, namely the acquisition of the farms and cattle, not the CraFarms Group with its debts and liabilities, nevertheless ShineWing made it crystal clear to the 2nd appellant from the list of required information sought from the 2nd appellant that it required historical figures of the component parts of the profit and loss statements, not only for three annual periods but also for the 10 months period up to 31 March 2009.  In the event, no doubt because of the delay until 8 September 2009 in issuing the circular, the combined profit and loss statements included in the circular were in respect of the three years ended 31 May 2007, 2008 and 2009.  That accorded with the annual tax year in New Zealand [267].

275.The rigorous approach necessitating the inclusion of historical figures in the financial statements clearly did not appeal to the 2nd appellant.   That much is made obvious by two exchanges of emails on the subject.  The first exchange of emails between the 2nd appellant and Barry Ip, but copied to others including the 1st appellant and multiple parties at ShineWing, was made under the subject heading, “financial Due diligence”.  Reference has been made to these emails earlier.  They were referred to as Exhibit D3-6 during the trial.[268]

276.By an email dated 11 June 2009 to Barry Ip, copied to the 1st appellant, the 2nd appellant sought an appointment with Barry Ip to discuss questions raised by Kevin Cheng and his team.  She said that she hoped that this would allow their staff to “coordinate better”.[269] In an email of the same date to the 2nd appellant, copied to the 1st appellant, Kevin Cheng asked:[270]

“ As previously requested, please confirm to us and Eric the list of assets to be included as Target Assets. Such as whether or not including trade and other receivables, bank balances, existing banking facilities, other equity investments etc as it is critical to the preparation of pro forma statements and other financial information to be disclosed in the circular.”

277.In an email of the same date, the 2nd appellant responded to Kevin Cheng’s enquiries directly to Barry Ip, copied to the 1st appellant, inter-alia[271] 

“ Target assets will be transferred into the UBNZAH as FREEHOLD ASSETS, so there won’t be any debts or credits included. I understand the Pro Forma is to Assume the businesses of those related Assets were trade under UBNZAH in the past, and if it is ASSUME, then the previous financials are not relevant.”

278.Subsequently, on 2 July 2009, there was a second and more telling exchange of emails between Barry Ip, Katherine Chan and the 2nd appellant.[272] Significantly, it took place after 15 June 2009, on which date Mark King had provided the 3rd appellant with the Tab 11 accounts, including the consolidated figures for ten months ended 31 March 2009.[273]  They showed deficits for that period for five out of the six farm companies, which were the target of the acquisition and an overall deficit of $5,420,975.

279.In his email dated 2 July 2009 to Katherine Chan, Barry Ip said: [274]

“ [1] While you are with May in China, there is an important issue that you need to talk to her. For some reason, she has instructed Eric to adopt a different accounting treatment in preparing the managements for the period ended 31 March 2009. As such approach is so aggressive, there is obvious difference from the face of the accounts.

[2] From my understanding, everyone knows that the price of dairy product, cattle and livestock were bad in last year. Bad result is expected. (Of course, the BOD needs to give full description in the Circular. You also have to think about getting enough vote in the EGM.)

[3] My suggestion is that we only submit the three year ended 30 May 2006, 2007 and 2008 to the Exchange. Need Navin’s team to convince the Exchange. If Exchange insists, May and Eric have to show us a more realistic figure. Otherwise, I really cannot sign for the figures for the period ended 31 March 2009.” [Paragraphs numbers interposed.]

280.The email having been forwarded to the 2nd appellant that same day, she responded directly to Barry Ip:[275]  

Under paragraph [1]

“ The previous accounts you had before 08’s represents the older management and operation structures, and shareholdings etc, it does not necessary representing the ‘face of the accounts’ before you have a proper audit which we are not able to achieve. The Mar 09 accounts are represent the current and future operations and structures and business models. It would be more relevant to the future business operation.  And the Target is only started in June 09. All accounts are ‘assumed’ if they were in UBNZAHL.” [Italics added.]

Under paragraph [2]

“ It was bad and you have it on hand already. You should be able to verify the numbers if need.”

Under paragraph [3]

“ Refer to above.”

281.In an email of the same date in reply, Barry Ip said:[276]

“ Noted, maybe we need to state a note in the Circular to state the fact as mentioned by you.”

282.For present purposes, what the 2nd appellant said in the abovementioned emails is, in our judgment, clearly indicative of an intention to forestall the publication of the Tab 11 accounts.  Her sole emphasis on UBAH to the exclusion of the farms as “target” was inconsistent with what ShineWing regarded as accepted practice.

283.Next, we examine the working relationship between the 2nd and 3rd appellants. As noted earlier, it was the 3rd appellant’s evidence, but not accepted by the prosecution, that he first became involved in discussions with the 2nd appellant in respect of the acquisition on 5 June 2009.  He understood that he was to assist ShineWing in a due diligence exercise arising out of an acquisition of farm properties and cattle in which the 2nd appellant was a vendor and 462 the purchaser.[277]

284.By an email dated 6 June 2009, the 3rd appellant sent the 2nd appellant a signed copy of a “confidentiality agreement” the purpose of which was to assure the 2nd appellant that he would not disclose to any person or corporation [278]

“ ….. data, reports, forecasts, financial records, analysis and other documents reflecting information regarding the affairs of [UBFM and A3’s advisory firm], and their present and future business (and any information or analysis derived from such information) made available by [UBFM] to [A3’s advisory firm] ...”

285.The 2nd appellant’s very considerable concern to keep such information confidential was evidenced by the email, headed “your work and my instruction”, she sent to the 3rd appellant on 15 June 2009.[279] It characterised the level of importance of the issue as: “High”.  In order to demonstrate the 2nd appellant’s virtual obsession to minimize and restrict the 3rd appellant’s communication with Kevin Cheng and his team of colleagues from ShineWing, it is necessary to set out the larger part of this email:

“ 1. You are working for UBNZ Assets Holdings Limited, and only REPORT to its director – myself at all time;

2. Your current job as assisting ShineWing accounting team (Kevin and his colleagues at the same company) from Hong Kong to undertake and complete their ‘financial due diligence’ work after they have received the 3 years and-audited financial from Streeton (sic) via UBNZ for the 06, 07, 08 periods;

3. As I have indicated and instructed to you prior [the ShineWing teams’s] arrivals, you do not lead them to do any work outside of the DD list which they present to us (you have a copy of it);

4. You have also been request to get my written confirmation before you: making contact, release any financials’ information (even the drafts) to anybody but yourself;

5. Any enquiries has to be in writing from them (ShineWing); and forward to me prior you get back to them with the answer;

6. You need to communicate with me at least once a day for any updates and queries you might have from them;

7. You do not need to discuss UBNZ’s any businesses affairs with them or anybody unless they have it in their DD list;

8. The background of the deal, the original purchase prices of those farms are irrelevant to their DD work. You need to keep them extremely confidential and not to discuss that unless you have my written permission for it;

9. There are many internal information are strictly confidential! You should not discuss them with anyone without my author (ity). The deal/transaction is too large to take any risk from anyone who involved.

10. The content of this email is also strictly confidential.

11.  You will be required to take partial or full responsibility if there are any leaking (without my written authority) of any restricted internal information about UBNZ companies and its business and directors etc.”

286.It is to be noted from item 2 of the email, that the 2nd appellant appeared to draw a distinction between the 2006 – 2008 figures and the figures for 2009 and beyond.  The email concluded with the following instruction:

“ Please come back to me with the following in the morning:

1. Their outcome of the 3 years figures, or as far they got at this stage;

2. Your draft accounts up to 31st March 09;

3. Your forecasting for the future years if ready;

4. Last week discussions of the Due Diligence work between you and them (the Q&A between you);

5. Anything that you think need to bring to my attention.

(Italics added.)

287.It appears that the email may have been prompted by what the 2nd appellant said towards the end of the email, namely that “I have some feedback from HK side which they are certain information have been discussed without my acknowledgement”.  The 2nd appellant reminded the 3rd appellant:

“ If you wish to discuss anything regarding to this transaction, do send me a text message to my HK mobile which is +852 ………., I will call you back promptly as I have been already since the beginning.”

288.For his part, the 3rd appellant testified that the 2nd appellant’s long list of instructions had been received on the night of 15 June 2009 [280].  It had been preceded by the Tab 11 accounts, which arrived by email from Mark King the same morning [281].

289.In response to the 2nd appellant’s criticisms, by an email to the 2nd appellant dated 16 June 2009, the 3rd appellant sought to make “clarifications” [282].  He denied leaking any information.  He also hinted at the pressure that the ShineWing team was giving him.  It was their testimony that they had been pressing the 3rd appellant for the 2009 figures [283].  Attached to the email were the Tab 11 accounts provided to the 3rd appellant by Mark King.  Of those accounts, the 3rd appellant said in the email:

“ 3) the 09 is just prepare 5 p.m. yesterday, to be hand-over by yourself is my intention else they have all yesterday already.

To comply with your point (4) guideline:

the 01 april 2008-31 Mar 09 accounts (all 5 companies) requires your consent to release to them.

The April-July 2009 (all 6 companies) is much more ugly figure but under UBNZ.”

290.In an email the 3rd appellant sent to the 2nd appellant, copied to the 1st appellant, two hours later on 16 June 2009, the 3rd appellant said:[284]

“ As you could read, we have the 10 mths 2009 records (31 Mar 2009) reveals only some weakness.

The ACTUAL 31 May 2009 records will implode an Armageddon on the account balance sheet. The loss will be at least $30m excluding the interest payment $9,680,362.

I have not release such documents to them. My opinion only to have the 31 Mar 2009 release to them, the April – July 2009 UBNZ will prepare ourselves else …… it will be an undesirable outlooks.” (Italics added.)

291.In the afternoon of 16 June 2009, the 3rd appellant sent a third email to 2nd appellant, again copied to 1st appellant [285]. It would appear that he had started compiling his own figures as per the email’s attachment:

“ UBNZ is the one I have prepare with Mark else the scan is the copy.

Please advise it is appropriate to release! (All the companies accounts have adjusted accordingly)

The actual is April 2009 has - $22,515,917

adjusted Mar 2009 has only - $5,420,975

The timing is urgent as working time is short.

I then can work on April – July 2009 estimates for UBNZ.”

292.On the following day, 17 June 2009, the 3rd appellant sent Mark King an email saying [286]:  

“ Please forgive my persistence, I am crunching the figures to present a more respect account with your generous assistance under:

1)     No debt scenario

2)     ONLY production related expenses/expenditure is accountable”  

293.By an email dated 18 June 2009, the 3rd appellant informed the 2nd appellant:[287]

“ I have long conversation with Mark. 0930 – 1030.

He could NOT reverse any of those 2009 figures.

I have some solutions already now working on the draft set.

Kevin has agreed on my proposal (HE HAS NOT SEEN those accounts … ok …)

He clearly know ONLY UPON your approval he will then access the 2009 accounts.”

294.By an email dated 19 June 2009, in which the subject was described as ‘RE: 462-draft circular’, Kevin Cheng complained to Kim Chan, the Company Secretary of 462, copied to the 1st, 2nd and 3rd appellants:[288]

“ For your information, the following documents are still outstanding from NZ management:

- Management account of the Target Company;

- Management accounts of the Target Assets for 10 months ended 31.3.2009; …”

295.On 21 June 2009, Kevin Cheng emailed the 3rd appellant and threatened to withdraw from the exercise:[289]

“ I still got nothing from you, I am drafting my resignation letter now …”

296.In an email of the same date, the 3rd appellant informed the 2nd appellant [290]:

“ The existing Mark Loss (5,594,706)

I can get Kevin to agree for

1) UBNZ-revised +1,836,155 or

2) UBNZ-revised +3,324,113 (haha will try)”

297.The reference to “The existing Mark Loss (5,594,706) was clearly a reference to the figure of a deficit of all six farms of $5,594,706 described in the “Consolidated Statement of Financial Performance (from Management Accounts) in the Tab 11 accounts.[291] Attached to the email was a document [292] which contained what was described as a “Revised” calculation of the SURPLUS/(DEFICIT) for two of the farms, namely Taharua and Ferry View, alongside figures which matched those for those two farm companies stipulated in the Tab 11 accounts.[293]  The revision stipulated a surplus of $1,132,705 for Taharua, in place of a loss of $467,7535, and a reduced loss in respect of Ferry View.

298.By two emails dated 24 June 2009 to the 2nd appellant, copied to the 1st appellant, the 3rd appellant attached new versions of the “Statement of Financial Performance for the 10 months ended 31 March 2009” for all six farm companies.  In the first of these emails, to which he attached statements for Plateau, Hillside, Taharua and Ferry View farms, the 3rd appellant wrote [294]:

“ The core 4 farms (10 mths) – Net profit $14,384,516.

I doing the 2 farms.

Please read fast and confirm the release of the 2009 Mar accounts to Kevin as they are now in total halt on the works progress.”

The surplus for Taharua was now stated to be $3,031,587 and the deficit stated for Ferry View was reduced still further.

299.Attached to the second email were statements in respect of Nugen and Windburn farms.  The 3rd appellant wrote:[295]

“ This is the last two farms.

The consolidated UBNZ is=$14,384,516+$826,863-$335,594

= $14,875,785.

I am holding those copies now upon your instruction to release them to the team.

They wish to read and prepare the questioning session and then input to the circular disclosure account.”

No doubt, the 3rd appellant thought that he had now achieved the objective of presenting a sound state of affairs.

300.However, once again demonstrating her active and knowing participation in the 3rd appellant’s activity, the 2nd appellant replied to the 3rd appellant’s emails by an email dated 25 June 2009 and asked:[296]

“ You didn’t come back to me on this? Why Ferry View is in lost?”

301.It is to be noted that of the statements in respect of the six farm companies sent by the 3rd appellant to the 2nd appellant in his emails of 24 June 2009, Ferry View was the only farm still in deficit.  That was to be contrasted with the Tab 11 accounts received by both the 2nd and 3rd appellants less than 10 days earlier, in which five of the six farm companies were in deficit and the overall deficit was $5,420,975.  Now, the accounts compiled by the 3rd appellant presented an overall surplus of $14,875,785.

302.To the 2nd appellant’s query, the 3rd appellant responded by an email dated 26 June 2009, copied to the 1st appellant, with a message fittingly captioned, “small Good New BIG Bad New to solve mar 2009” in which the 3rd appellant wrote:[297]

“ The concern Ferry View account has resolved

The loss (4,074,490) has minimise to (2,897,853).

After our adjustment:

The Group

1,766,418 Hillside

341,869 Windburn

821,186 Nguen

2,544,726 Taharua

= 4,790,461 Total group

after (2,897, 853) Ferryview

= 1,892,608 Total group”

303.However, as the 3rd appellant went on to note, he had now received what he described as “the FULL accounts” from Mark King and they revealed a serious past error; a loss of more than NZ$8 million which had been wrongly reported as a surplus of that amount:

“ He has revised a so call ‘error’ (loss 8,094,731) from (+8,094,731).

11,966,827 Plateau becomes (4,222,635)

If so the Group Net profit 13,859,435 becomes (2,330,027)”.

304.The 2nd appellant’s continued involvement in the 3rd appellant’s manipulation of the accounts is evidenced by continued email communication between them up to and beyond 29 June 2009 when the 3rd appellant sent Kevin Cheng the 2009 accounts up to 31 March 2009.[298] In an email dated 27 June 2009 from the 3rd appellant to the 2nd appellant, copied to the 1st appellant, the issue of the fair value to be attributed to cattle on the farms and the effect on the previous year’s accounts was addressed by the 3rd appellant:[299]

“ We are referring on 01 June 2008-31 March 2009 period UBNZ management account.

Please forgive me, I must find some other means than the way you suggests (sic) about livestock market ‘fair value’ treatment.

As you can see on the 2008 column, the NZ $ 29,092,089 profit is achieved by NZ$21,848,745 Livestock market ‘fair value’ treatment!.(from 2007-$1000 value to 2008 $1800)

Be honest, William already said if you tried to value the stock at 31 March 2009‑$1800 they would challenge with NZ IRD site value at 2009‑$1312 “fair value”.

OR reverse the 2008-$1800 based on book value 2007-$1000 on 2008 account… then the 2008 Net profit will revise to $7,244,064” [Italics added.]

305.In conclusion, the 3rd appellant said:

“ We will adopt an amortized treatment on the Livestock as production diminishing asset since cows die and grow weak as ages fly.

Ha- ha”

306.In emails dated 28 June 2009 the 3rd appellant sent the 2nd appellant revised copies of the Statement of Financial Performance for the 10 months ended 31 March 2009 for four of the six farms.[300] In the case of the Plateau farm two different statements were sent, in one of which the net surplus was stipulated to be $2,848,861[301] and in the other $5,488,569.[302]

307.In emails dated 29 June 2009, the 3rd appellant sent the 2nd appellant copies of the statement of financial performance for all six farms for the same period.  In the first of the emails, to which was attached statement in respect of four of the farms the 3rd appellant said:[303]

“ Please discard all previous report as there is some fine adjustment on some detail items.”

It is to be noted that the statement in respect of the Plateau farm now stipulated a net surplus of $6,608,504.[304]

308.In emails, also dated 29 June 2009, the 3rd appellant sent Kevin Cheng the accounts of the six farms for the 10 months ended 31 March 2009, including the Statement of Financial Performance.[305] The net surplus for each of the farms stipulated in the latter documents, in the case of the Plateau farm the second of the two statements, was identical to the surpluses stipulated in the statements sent to the 2nd appellant earlier that day.  The overall surplus of the six farm companies presented in those accounts was $14,055,884.  That contrasted with the overall deficit of those companies $5,420,975 stipulated by Mark King on 15 June 2009, which he acknowledged within 10 days to be undercalculated by an additional deficit of $8,094,731.  In a period of two weeks the 3rd appellant had manipulated the accounts so that the overall deficit of the six farms of over $13.5 million was now presented as a surplus of more than $14 million.

309.Kevin Cheng responded to the 3rd appellant’s emails attaching the accounts of the six farm companies in an email dated 29 June 2009, copied to various colleagues of his at ShineWing including Barry Ip, saying:[306]

“ We have full of queries regarding to the 2009 accounts. However, in the meanwhile please focus on the cash flow forecast. We will send you a question list in regarding to 2009 management accounts by the end of tomorrow.”

310.By an email dated 30 June 2009, the 3rd appellant forwarded Kevin Cheng’s email to May Wang.  For his part, as promised, Kevin Cheng sent an email on the same date to the 3rd appellant attaching the question list.[307]  In the text of the message, Kevin Cheng said of ShineWing’s queries that they were “mainly on the 2009 accounts”.  The very first of the questions raised went to the obvious nub of the issue:

“ It appears to us that the 2009 overall Gross Profit has sharply increased to 52% (2006-2008; 19%-31%), meanwhile Farm Working Expenses has sharply decreased in comparison with previous period.~Farm Working Expenses had decreased nearly 20% in 2009 with reference to identical production.

311.Kevin Cheng’s concerns about the 2009 accounts was obviously what triggered Barry Ip’s email to Katherine Chan, dated 2 July 2009, in which he had asserted to Katherine Chan that the 2nd appellant had instructed the 3rd appellant “to adopt a different accounting treatment in preparing the management accounts for the period ended 31 March 2009”, of which approach he said that it was “so aggressive, there is obvious difference from the face of the accounts.”

312.By an email dated 3 July 2009, under the heading “UBNZ 2010 full forecast”, the 3rd appellant sent the 2nd appellant, copied to the 1st appellant, a forecast for production and income for the six farms for the period up until 31 May 2010.[308] In the text, the 3rd appellant wrote:

“ I have revised forecast as per your instruction.

Nevertheless I have tried to make the adjustment accommodative to the farm data.  Please comment and advise.”

313.Subsequent emails dated 7 July 2009 from the 3rd appellant to the 2nd appellant attached copies of yet further revised versions of the Statement of Financial Performance for the 10 months ended 31 March 2009 for the six farms.[309] The 3rd appellant advised the 2nd appellant that “The 31 Mar 2009 Net profit is $17,789,715.” [310]

314.The issue of the sharp increase in the overall Gross Profit for the 10 months period up to 31 March 2009 was taken up directly with the 2nd appellant in an email sent by Andy Wong to her on 9 July 2009 in the context of its relevance to the prospective publication of the circular:[311]

“ Gross Profit Ratio-the GP ratio from March 2009 is higher than 50%, while 2006 to 2008 were below 30%. What makes a business such high profit margin? Whether the figures are extracted from underlying books and records?”

315.The 2nd appellant was requested to ask the 3rd appellant to help in speeding up clearing that and other issues.

316.By an email dated 4 August 2009, the 3rd appellant sent the 2nd appellant the “revise 31 May 2009 accounts” for the six farm companies.[312]  By an email dated 6 August 2009 the 2nd appellant sent that material to Katherine Chan, Barry Ip and the 1st appellant saying “should you have any questions please feel free to contact me or Eric direct.” [313] In an email dated 6 August 2009, from Kevin Cheng to the 3rd appellant, but copied to the 1st and 2nd appellants, Kevin Cheng raised “queries in relation to the income statements of the Target Assets for the year ended 31 March 2009.” [314]  He asked, inter-alia:

“ Why the total revenue for the full year ended May 2009 from milk production is less than 10 months ended March 2009? (I.e. March 2009: UZ (sic) $35,795,178; May 2009: UZ $35,225,977)”

317.In an email dated 10 August 2009, under the heading “Revised Appendix II in Circular”, sent by Andy Wong to various parties, but including the 2nd appellant, a copy of the revised circular updated to 31 May 2009 was attached and the 2nd appellant asked:[315]

“ Would appreciate it if you could advise (1) why the gross profit for 2009 was over 50 % which is significantly higher than 2007 and 2008 and (2) why the turnover for 12 months ended 31 May 2009 was only slightly higher than 10 months on 31 March 2009.”

318.In the result, in an email dated 11 August 2009 to Andy Wong and Kevin Cheng, copied to the 2nd appellant, the 3rd appellant replied to the queries that had been raised.  In short, he asserted:[316]

“ As discuss in regard to question (1) there are various factors underpin the 2009 results the main contributor is efficiency and change of management focus.

The prior operator is “acquisition focus” to capitalise on 2006‑2008 pastoral farm prices appreciation through leverage buy‑outs on new farmlands purchase, dairy farm conversion exercise and share‑milk arrangements practice.

The UBNZ his more “production focused” emphasis on present production consolidation and expense rational controls.”

319.Of the second question raised, the 3rd appellant asserted, inter‑alia:

“ The question (2) is due to scale-down of milking due to emergence of global credit crisis and uncertainty cloud towards international whole-sale milk powder price on anticipated consumer demand dwindling.”

320.In an email, dated 11 August 2009, Andy Wong replied to the 2nd and 3rd appellants:[317]

“ Question 1 is fine for me. For question 2, HKEX will ask why the effect only happens after March 2009. Would appreciate it if you could advise more detailed and specific reason.”

Conclusion

321.Insofar as the 3rd appellant had spoken to any of the contemporaneous correspondence in his evidence, it was a matter for the jury to make what they would of it.  However, on the face of this correspondence itself clearly collusion existed between the 2nd appellant and the 3rd appellant to falsify the 2009 accounts as was considered necessary.  The 3rd appellant himself admitted as much in his examination-in‑chief [318]:

“ Q. But when it came to the accounts that you produced for the period ending 31 May 2009, the work you did, the documents we’ve seen this morning, they were based on your own judgment; is that right?

A. I would say so, yes. Of course with some input from my client, I need to respect to her some requirements.

Q. Of course.

A. Because ultimate is her project.

Q. Yes. So you would have discussed with May Wang about the cattle, about the milk production --

A. Yes.

Q. -- rate, and about the expenses, those sorts of matters?

A.    Yes, that’s right.” 

Unfair summing up: failure to remind the jury of the 2nd appellant’s reliance on statements in emails that the accounts were “assumed”

322.Complaint was made on behalf of the 2nd appellant that in her summing up the judge had failed to remind the jury of the reliance placed by the 2nd appellant on the statements that she had made in the emails of 11 June and 2 July 2008 respectively namely, “I understood the Pro Forma is to Assume the businesses of those related assets were trade under UBNZ AH in the past, and if it is to ASSUME, then the previous financials are not relevant” and“All the accounts are assumed if they were in UBNZAHL” respectively.  As noted earlier, having adverted to those two emails and having read to the jury the passages cited above, the judge reminded the jury of the evidence of the various witnesses relevant to those assertions of the 2nd appellant.[319]  Of course, the 2nd appellant not having given evidence, there was no evidence in her case to amplify or explain the bare assertions made in the emails.  The judge directed the jury:[320] “How you are going to assess the evidence of the ShineWing witnesses is a matter for you.”

323.At the outset of her summing up, having told the jury that it was the defence case that “…the figures now appearing at appendix 2 of the circular were never meant to be actual accounting figures of the Crafar group, or of the Crafar assets, but just projected figures based on the injection of those assets into UBAH based on certain assumptions” the judge said:[321]

May Wang’s and Eric’s stance about the projected accounts had been openly and clearly made in the emails and in Eric’s discussion with the Kevin team. There was no falsity, they say, in respect of those figures for they were projected figures only, not historical figures.” [Italics added.]

324.At the conclusion of the third day of her summing up, but before the judge had given a concluding summary of the defence cases, objection was taken by Mr Harris on behalf of the 2nd appellant that “…important points favouring the 2nd accused have been omitted, in other words not addressed by ladyship, or presented in a way that we suggest might be thought to be unbalanced or unfair.”  In particular, the judge was asked to note that:[322]

“ …in our closing we placed great emphasis in relation to Exhibits D3-6 and 9 to the question of May Wang’s mind-set.

My Lady, we made it clear to the jury that that was a central plank of her case because those emails make clear, beyond argument, May Wang’s mind‑set at the time that the figures were to be assumed.  My Lady, it wasn’t only that, it was the response that was received from Barry Ip, and your Ladyship will remember the noted, “Perhaps we should put a note in the circular.”

325.In his closing speech, Mr Harris had referred to the two sets of emails, exhibits D3-6 and D3-9, as “…two documents which form a really important part of May’s defence.” [323] Of the email of 11 June 2009, Mr Harris submitted to the jury that it revealed the 2nd appellant’s mindset, “What’s important at this stage is what we think May was thinking; she was thinking the previous financials are not relevant.” [324]  Mr Harris made a similar submission in respect of the assertion by the 2nd appellant, in the email of 2 July 2009, “All accounts are “assumed” if they were in UBNZAHL.” [325]

326.In the result, in the closing directions that the judge gave the jury shortly before they retired, the judge directed the jury consistently with the request made of her by Mr Harris:[326]

“ In respect of particular (d), it is her case that her mind‑set about the accounts being assumed accounts and that the previous financials were not relevant were made known to ShineWing and to those concerned openly at the very beginning: D3-6; and it was repeated, D3-9.

More importantly, it is said that Barry, and in fact not any person from ShineWing, had (not) pointed out to her that her approach was incorrect or unacceptable, but instead Barry gave the reply at D3-9 that “Noted”, “Maybe we need to state a note in the circular to state the fact as mentioned by you.”

327.Those directions gave specific focus to what the judge had said at the outset of her summing up was the 2nd appellant’s case, namely that figures provided were “projected accounts”, which assertion“…had been openly and clearly made in the emails.”  Further, the directions clearly resonated with the closing submissions of Mr Harris.  Significantly, although at the conclusion of her summing up the judge gave counsel an opportunity to address her further, Mr Harris sought no further direction from the judge.[327]

Conclusion

328.Clearly, there is no merit at all in this ground of appeal.

Connected transaction?

329.We turn to Grounds 1 and 2 of the 1st appellant’s perfected grounds of appeal and Ground 4 of 2nd appellant’s perfected grounds of appeal.  In dealing with these grounds, we should emphasise that we have already held, in addressing the ‘One conspiracy or two?’ argument that the only sensible reason why the 1st appellant should have been copied into certain emails, in defiance of the 2nd appellant’s explicit instructions to the 3rd appellant that he should obtain her permission before making contact or releasing any financial information to anybody, was that the 1st appellant was himself a party to the production of false accounts (paragraph 104); and that the inference was irresistible that the 1st appellant was a knowing participant in the falsification of the accounts (paragraph 105).

330.Since we are satisfied that all three appellants were rightly convicted in respect of particulars (d) and (e) of both counts, it is somewhat otiose to consider arguments which are said to derive from particulars (a), (b) and (c), namely whether in fact and/or in law the transactions were connected under the Listing Rules, whether there was any duty to disclose the prior relationship between the parties and the effect of the commission sharing agreement (CSA) on those two issues.  Nevertheless, lest we be wrong in our analysis of the evidence which we regard as pointing unmistakably to the complicity of all three appellants in particulars (d) and (e) of each count, we shall deal with the arguments in respect of particulars (a), (b) and (c).

331.It is the argument of the appellants that the VSA was governed by the Listing Rules, there being specific disclosure requirements in the Rules applicable to “connected transactions”.  It is submitted that the allegations that the appellants falsely represented that UBNZ Trustee Limited, UBNZ Funds Management Limited and their respective ultimate beneficial owners were independent third parties to CJHM and its connected persons (particular (a)) and that there was no existing or prior relationship between the 1st and 2nd appellants with respect of the acquisition (particular (b), derived from the Listing Rules, in particular Rule 14, concerning “connected transactions”. Accordingly, “connected person” and “connected transaction” were terms of art and should have been interpreted in that context in accordance with the Listing Rules.

332.The argument goes on that whether or not this was a “connected transaction” was a matter of law for the judge in construing the Listing Rules.  Had the judge appreciated that, she should have withdrawn the particulars from the jury because the prosecution had failed to prove that this was a “connected transaction”.  If, however, it was a question of mixed law and fact, the judge failed to give any directions to the jury as to how the 2nd appellant might or might not be a “connected person”, how there might be a duty to disclose the relevant connection and whether the 1st appellant knew of the connection and his duty to disclose such connection.

333.At the risk of oversimplification, the argument is that if there was no duty to disclose a “connected transaction” because there was no connected transaction, there could be no false misrepresentation.

334.In addressing this complaint, it is important to note at the outset that nowhere in the statement or particulars of either conspiracy count is there any mention the “Listing Rules”.  This should be contrasted with the case of HKSAR v Cheng Chee Tock Theodore (No 2) [328], on which Ms Montgomery places particular reliance, where the charge specifically alleged that the appellant and another, between certain dates [329]:

“ … conspired together and with Nam Kok-teng … to defraud the Board of Directors and shareholders of CYF by dishonestly:

(i) falsely concealing from CYF that said Cheng Chee Tock, Theodore had a beneficiary [sic] or financial interest in a property at 17th floor, No. 200 Gloucester Road, Wan Chai; and

(ii) falsely representing to CYF that the acquisition of the said property by CYF did not constitute a connected transaction for the purpose of the rules governing the listing of securities on the stock exchange of Hong Kong Limited (the Listing Rules),

thereby inducing CYF to complete the purchase of said property without convening the required company meeting(s) or complying with the Listing Rules.” (Italics added.)

335.As the Court of Final Appeal in Cheng Chee Tock Theodore (No 2) held, the prosecution was, in the terms of their allegation, required to prove beyond reasonable doubt that [330]:

“ (a) Cheng and his co-conspirators conspired to affect a connected transaction constituted by CYF’s acquisition of the 17/F Property;

(b) they knew that it was a connected transaction but conspired falsely to represent to CYF that it was not;

(c) Cheng had a beneficial or financial interest in the 17/F Property but conspired with his co‑conspirators falsely to conceal that fact; and

(d) that by such concealment and false representation, Cheng and his co‑conspirators induced CYF to complete the acquisition without the necessary company resolutions and without complying with the relevant Listing Rules.” (Italics added)

336.Accordingly, the case against Cheng Chee Tock Theodore, unlike the case before us, was explicitly concerned with whether the purchase of the property in question was a “connected transaction” under the Listing Rules, and the dishonest breach of the associated disclosure duties under those Rules if it was.

337.Nor in the particulars of either conspiracy offence in the present case is there any mention of the term “connected transaction”.  The averment in particular (a) refers to “China Jin Hui Mining Corporation Limited (“CJHM”) and its connected persons”. It was always the case that the 1st appellant was a “connected person” under the Listing Rules by virtue of his directorship of 462: that was never in issue, nor could it be.  Ms Draycott’s position was that while “connected person” had the meaning ascribed to it under the Listing Rules, it did not mean that there had to be a “connected transaction”, nor was it the prosecution’s allegation that this was a “connected transaction” within Rule 14 of the Listing Rules.  That was never averred in the indictment and it was never the prosecution case.

338.Ms Draycott pointed out that prior to the trial, by letter of 25 September 2015, instructing solicitors on behalf of the 1st appellant had sought specific details of the prosecution case against their client in respect, inter‑alia, of particulars (a) and (b) on the two conspiracy counts on the indictment.  The question the solicitors posed on behalf of the 1st appellant is noteworthy in the present context, as is the response from the prosecution. The solicitors wrote as follows:

(a) Request in relation to the particulars contained in the amended indictment

Counts 1 and 2 – Particular (a)

1. With regard to particular (a) of both Counts 1 and 2, our understanding is that the alleged falsity of the representation is premised on 1st appellant’s alleged shareholding interest in UBNZ when the representations were made. If not, please specify upon … what this alleged false representation is premised.

Counts 1 and 2 – Particular (b)

2.     With regard to particular (b) of both Counts 1 and 2, our understanding is that the false representation made is the representation that there was no existing or prior relationship or understanding between the defendants with respect to the acquisition when in fact there was an alleged “commission agreement”.  Please confirm that the false representation alleged in particular (b) and the concealment and/or failure to disclose alleged in particular (c) both relate to the alleged “commission agreement”.

3.     If not, please specify what the difference between particular (b) and particular (c) is and what evidence the Prosecution will rely on to support each of the particulars.”

339.To this request, Ms Joycelyn Ng, of the Department of Justice, who was to be Ms Draycott’s junior at the trial and this appeal, answered on 6 October 2015, as follows:

“In answer to the queries you raise:-

Counts 1 and 2 – Particular (a) and (b)

Particulars (a) and (b) relate to the “commission agreement” and to P490 in which 1st appellant signed a Consent to act as shareholder of 60,000 shares of UBS Funds Management on behalf of Global Financial Investment Group Limited.

Further, the evidence of Yip Kean Mun is that 1st appellant and 2nd appellant had been working together since 2005 both in 1st appellant’s existing businesses and in attempting to raise money to finance various projects by injecting them into a listed company.  His evidence was that they were working together on the acquisition of New Zealand Farms in early 2009 and that they already had 462 in mind as the vehicle for raising the necessary finance.  Contrary to this evidence 1st appellant and 2nd appellant represented themselves as independent of each other.”

340.It is quite clear from this exchange that neither party made any mention whatsoever of the Listing Rules or that the acquisition might be a “connected transaction”, the 1st appellant anticipating that the case on these particulars concerned the CSA, and the prosecution confirming that that was so in the context of the fact that the 1st and 2nd appellants had been working together since 2005 and, in relation to New Zealand farms and 462, since 2009.  Ms Draycott says that from this point onwards, the basis of the prosecution case was very clear that the 1st and 2nd appellants were “working together” dishonestly, effectively on the same sides of the acquisition.

341.Furthermore, prior to the trial, there was a joint formal application by the defence, inter‑alia, to quash particulars (a) to (c) of each of the conspiracy counts. Ms Draycott made clear in her response to that application that:

“The prosecution denies that to prove guilt the representations must be made in the context of connected transactions. This is a gloss applied by [the 1st appellant] to the words of the indictment.”

That remained her position before us.

342.In her ruling on the matter on 16 October 2015, the judge held:

“ 19. As a result, I consider that the commission sharing agreement itself, the relationship between [the 1st appellant] and [the 2nd appellant] insofar as the commission sharing agreement is concerned as well as their relevant dealings over the Acquisition are properly put forth by the prosecution as the basis for particulars (a) to (c).”

No mention was made of any requirement on the prosecution to prove that this was a “connected transaction” under the Listing Rules.

343.We have read Ms Draycott’s opening speech to the jury.  Peppered throughout that speech are references to the 1st and 2nd appellants working closely together, both before the acquisition and in relation to the acquisition.  Of the CSA, the prosecution said:

“ That document is very significant, because it shows beyond any doubt that [the 2nd appellant] and [the 1st appellant] were working together on this dairy farm acquisition.”

A little later, it was alleged:

“ [the 1st appellant] pretended that they were independent of each other, and hid the fact that they were working together. And hid the fact that they were going to be paid commission if this went through.”

In respect of Katherine Chan, the Chairwoman of 462, it was said:

“ Katherine Chan of course didn’t know that the two of them, [the 1st appellant] and [the 2nd appellant], were working together. In particular, she didn’t know about the commission sharing agreement, their previous history of working together, nor of course that they were arranging to buy the farms for much less than the price they were selling them to (462), and that they intended to split the difference.” (Italics added.)

344.Two days later, still in opening her case to the jury, Ms Draycott summed up her position in respect of particulars (a) and (b) of the conspiracy counts as follows:

“So the first particular:

(a) falsely representing that UBNZ Trustee Limited (“UBTL” also known as “UCTL”), UBNZ Funds Management Limited and their respective ultimate beneficial owners were independent third parties to China Jin Hui Mining Corporation Limited (“CJHM”) and its connected persons …

And we’ve dealt with that, that is the allegation that [the 2nd appellant] and [the 1st appellant] were working together and they hid it.

(b) Falsely representing that there was no existing or prior relationship or understanding between the said [the 1st appellant] and the said [the 2nd appellant], with respect to the acquisition of the entire issued share capital of UBNZ Assets Holdings Limited by CJHM from UBTL (“the acquisition”) …

That is that they concealed the fact that they had a previous plan which you may find was to split the proceeds of the sale of the acquisition.” (Italics added.)

345.It is clear that during the trial, the defence plainly and purposely attempted to shift the focus of the prosecution case to the question of whether this was a “connected transaction” under the Listing Rules.  The prosecution’s response to this attempt, however, was that whether or not it was a “connected transaction”, that was a determination for SEHK to make on the basis of full and proper information being disclosed to it.  Ms Draycott, in her closing speech to the jury, submitted as follows:

“You know from the evidence from the stock exchange that an agreement like that would likely make the acquisition a connected transaction, and you know that if the stock exchange judged that this acquisition is a connected transaction, then you have to have scrutiny from an outside independent auditor, a financial advisor.

That is why we say [the 1st appellant] didn’t disclose this and didn’t say that because scrutiny by an independent outside accountant, a financial auditor would be the last thing they wanted. They couldn’t risk that. They couldn’t risk the stock exchange making the decision that this was a connected transaction, that’s why he kept quiet about the commission sharing agreement.

There’s a lot been said about what a difficult decision it is whether or not something is a connected transaction. That’s not the point. The difficult decision is taken by the stock exchange, not by the directors. What the directors have to do is disclose things that might make it a connected transaction, and then the stock exchange can do its job.

If you don’t disclose the things which obviously ought to be disclosed, then the stock exchange can’t do its job, it can’t make the decision about whether or not something is a commission, it can’t protect the shareholders, it can’t insist that there be independent financial advice.

By withholding that information, [the 1st appellant] prevented the stock exchange from doing its job, he prevented his decision being taken on whether this was a connected transaction, and prevented, if that decision had gone against them, the scrutiny about whether there is a connected transaction, and prevented if that decision had gone against them, the scrutiny of independent financial advice.  That’s why he didn’t disclose.”

346.We consider that Ms Draycott’s position was correct.  The 1st appellant was clearly a “connected person”: as a director of 462, he could not be otherwise. However, whether this was also a “connected transaction” under the Listing Rules was not germane to the particulars of the indictment.  In any event, it was for the SEHK to determine whether or not it was a “connected transaction” on the basis of full and proper disclosure of information by the parties concerned.  It was not for the 1st and 2nd appellants to determine what they should have disclosed, in the belief that it was not a “connected transaction”.  Such disclosure as they did make in answer to the enquiry from SEHK of 10 August 2009 [331] that there was “no existing or prior relationship … with respect to the Acquisition” [332] was wholly misleading and disingenuous.  The further statement by the 2nd appellant in her reply to SEHK that the 1st appellant and she were “not partnering in any way” was simply untrue.

347.When the judge came to sum up to the jury, she summarised the prosecution’s position as follows [333]:

“ So the prosecution say they were there agreeing to hide from 462 that they were indeed working together on the acquisition. They were there to hide from 462 the fact that [the 1st appellant] himself intended to profit from the acquisition for his own benefit, and also that they were that to hide the true financial position of the target assets.

The prosecution’s case is that without such disclosure of the true relationship between [the 1st appellant] and [the 2nd appellant] and with the concealment of the commission sharing agreement(,) such facilitated their conspiracies, for unbeknownst to 462 and [Katherine Chan] there was [the 1st appellant], in 462, exerting influence on how things in respect of the acquisition were run.”

348.In our judgment, the allegation that the 1st and 2nd appellants were “working together” on the acquisition, when they were ostensibly portraying themselves as on opposite sides in the acquisition, was a consistent theme throughout this prosecution in respect of its case on particulars (a) and (b) (and also (c)). Whilst we can understand how the defence of the 1st and 2nd appellants in particular may have wished to have shifted the battleground to what they conceived to be the more problematic terrain for the prosecution of whether or not there was a “connected transaction” under the Listing Rules, it was not to the point that the acquisition was or was not such a transaction, nor was it ever the basis of the prosecution case that it was.

349.In our judgment, the judge was correct to direct the jury at the outset of her summing up as follows [334]:

“ Now, having heard all the evidence adduced, which evidence I shall be reviewing with you in due course, you may think that for particulars (a) to (c), the core issue at the end of the day is whether [the 1st appellant] and [the 2nd appellant] were or were not, as alleged by the prosecution, indeed working together to defraud 462 and the stock exchange by making those false representations and/or the deliberate concealments, rather than about any in‑depth interpretation of the Listing Rules, which rules you may think are only part of the background of the events surrounding the acquisition.”

350.The judge was also careful to tell the jury that simply because the two appellants knew each other in the past and had had business dealings with each other was not sufficient to establish that they had been “working together” on the acquisition.  She said [335]:

“ … you may consider that such past holding or past shareholding in a commercial world is not indicative of any personal closeness between them. And even if [the 1st appellant] and [the 2nd appellant] were close associates in the past, that alone does not mean that they were necessarily working together on 462’s farm acquisition. How you assess this is a matter for you but what you cannot do is to wrongly jump from [the 1st appellant] and [the 2nd appellant]’s past relationship to the conclusion that they were indeed co‑conspirators as alleged by the prosecution, or to wrongly assume that [the 1st appellant] had a duty to disclose to 462 his past shareholding in UBFM through CFIG. As I have told you, he has no such duty – he has no such duty.”

Conclusion

351.Accordingly, we reject the appellants’ arguments that impugn the validity of particulars (a) and (b) of the conspiracy counts as requiring the need for the prosecution to prove that this was a “connected transaction” under the Listing Rules.  That was not the prosecution case, and it was not necessary for the judge to rule on this matter as a question of law or to spell it out as an element which the jury needed to resolve in favour of the prosecution when considering particulars (a) and (b) of the conspiracy counts.

Should the CSA have been disclosed?

352.What was the prosecution case throughout this trial was that the CSA should have been disclosed to the SEHK and that its concealment from, or failure to be declared to, the SEHK was dishonest (particular (c) in each of the two conspiracy counts).  In view of the arguments, it is worth setting out the exact terms of the CSA, which was a tripartite agreement signed and executed between the 1st and 2nd appellants and Barry Fraser on behalf of Latitude Asia Limited (BVI) on 8 October 2008.  The relevant parts read:[336]

“ All parties agree that all commission received through dairy farm purchases with CraFarms Group (Incorporating Plateau Farms Ltd, Hillside Ltd, Taharua Ltd, Nugen Farms Ltd, Ferry View Farms Ltd, Windburn View Ltd) will be shared equally between the said three parties.

All commissions negotiated and paid by vendors and investors (if any) will be shared equally between the said three parties.

Commissions will be payable by the vendors or and investors (if any) upon settlement of dairy farm purchasers.

…..

The Confidentiality Agreement [337] between CraFarms Group and UBS Funds Management NZ Limited forms part of this agreement.”

353.Although it was put to Barry Fraser in cross-examination that the CSA had no application to the 462 acquisition, and that it had in any event expired, he did not agree.  He testified that the CSA was an “open agreement” drafted by the 2nd appellant with no time duration or limitation and he was still entitled to be remunerated under it.  The judge identified the respective issues for the jury as follows [338]:

“ Therefore, the commission agreement that was signed by [the 1st appellant], [the 2nd appellant] and Barry Fraser on 3 October 2008 [339], it is been emphasised to you that that agreement, the commission agreement, simply had nothing to bite on for it was a commission sharing agreement, not an agreement providing in itself for any payment of the commission, so without any agreement which provided for commission to be paid - that is, with the consultancy agreement having expired, with the 462 S & P not making any provision for commission payment and with the farm agreements not making any provision for commission payment, then the defence say there was simply nothing there for the commission sharing agreement to bite on and the commission sharing agreement has simply expired and/or had no effect and/or had no application on the 462 acquisition.

…..

What you make of this agreement is a matter for you.  Was it an agreement signed by the parties dealing with the then situation?  Or was it an agreement looking to the future concerning the sharing of any commission when received, whether coming from the vendor, that is CraFarms Group in this case, and/or from the investors, if any, using the term in the agreement?  It is a matter for you.”

354.It was also the evidence of William Wong, the Vice President of the listing division of the SEHK, that even if the CSA had expired, disclosure still had to be made in accordance with Chapter 2.13 of the Listing Rules [340].  He did accept, however, that disclosure was not necessary if the CSA was “entirely not related” to the acquisition [341]. However, the judge made clear to the jury that failure to disclose the CSA was not sufficient by itself to prove the indictment [342]:

“ For the conspiracy counts the breach of the Listing Rules is not the key. Even if you were to find that [the 1st appellant] had breached the rule by not disclosing the agreement that breach alone is not sufficient to found any of the conspiracy counts. You can only find [the 1st appellant] guilty if all the elements of the conspiracy offence which I have explained to you are proved beyond reasonable doubt, when you are sure.

Therefore, you may think, although there was evidence about whether the agreement was disclosable or not, the core issue remains why there was no mentioning of it in the course of the acquisition by [the 1st appellant]. Was it a deliberate and dishonest concealment on his part pursuant to the conspiracy he had with [the 2nd appellant] to defraud 462 and the stock exchange?

Or, might it be that [the 1st appellant] took the position or had the understanding that the agreement was in relation to a wholly different matter?

Or, might it be the case that [the 1st appellant] thought to the agreement had already expired and/or had no application to the 462 acquisition?  Or further, might it be because of an unawareness of the disclosure requirement or a mere slip or inadvertence on the part of [the 1st appellant].”

355.The purpose of the CSA, whether it remained extant and valid at the time of the acquisition, what the 1st appellant thought about it and whether it was dishonestly concealed when it should have been disclosed were clearly matters of fact for the jury to decide, as the judge explained.

Conclusion

356.We are satisfied that the judge put the CSA in its proper context and that her directions were entirely fair.  There is no merit in this complaint.

The prosecution reliance on the testimony of Katherine Chan

357.At the outset of his oral submissions, Mr Winter submitted that the prosecution had made a fundamental error in relying on the oral testimony of Katherine Chan over contemporaneous documentation.  We refused his application for leave to adduce fresh evidence at the hearing.  Our reasons for that ruling are at Annex A of this judgment.

358.Mr Winter suggested that at the heart of Katherine Chan’s evidence was the statement that in April 2009 she had been told and believed that the 2nd appellant owned the farms ultimately to be acquired by 462.  That evidence was untrue, as was her subsequent version that she discovered only at about the time that the acquisition agreement was signed on 22 May 2009 that the 2nd appellant had merely paid a deposit in order to purchase the farms.  Katherine Chan was driven to take that position in face of the fact that the acquisition agreement made provision for financial assistance to be given to the 2nd appellant to purchase the farms, so as to transfer them into UBNZ Assets Holdings prior to the acquisition of the latter by 462.

359.Mr Winter submitted that the contemporaneous documentation, including emails commencing 11 May 2009, made it clear that by that date Katherine Chan knew that the 2nd appellant did not own the farms.  An email of that date to Katherine Chan from 462’s solicitors, G & L Gates, stated “An initial draft of the sale and purchase agreement is attached.” [343] Further, that those emails established that Katherine Chan and Kerry Knight understood that Knight Coldicutt had received joint instructions from Katherine Chan, on behalf of 462, and the 2nd appellant to effect the “…initial acquisition of the farms together under the correct OIO structure and then completing the S & P.”  He contended that the submission resonated with complaints made under Ground 11(iv) of the grounds of appeal against conviction, namely that because Katherine Chan knew that Knight Coldicutt had advised the 2nd appellant’s companies neither she nor 462 were defrauded.  It gave the lie to her evidence and established conclusively that there was no deception and no fraud in respect of particulars (d) and (e) on Katherine Chan or 462 at all.  Particular regard was to be had to the emails on and between 11 and 13 May 2009 in which Katherine Chan was a participant.[344]  Mr Winter acknowledged that “the detail of the contemporaneous material” that he drew to this Court’s attention was not “deployed” at trial.

Ownership of the farms

360.Katherine Chan testified in evidence in that she had known the 1st appellant since around 2004.  After a gap without contact between them of 4 or 5 years, in April 2009 the 1st appellant contacted her and told her of a business possibility involving farms in New Zealand.  The 1st appellant said that the farms belonged to a wealthy businesswoman, May Wang, in New Zealand.[345] Of her subsequent meetings with the 2nd appellant, she said that she thought that the 2nd appellant had told her that the farms were owned by her company UBNZ.  Having been told that the 2nd appellant was the owner of the farms by the 1st appellant, that was her belief, subconscious thought and impression.  There was no specific conversation with the 2nd appellant.[346]

361.Then, Katherine Chan testified that in the course of preparations for the acquisition agreement she came to know of a request by the 2nd appellant to use the convertible notes as a ‘pledge’ in respect of her own acquisition of the farms.  The 2nd appellant told her that she paid a deposit of $50 million.[347] Katherine Chan went on to explain that she was given that answer by the 2nd appellant in the period June, July or August 2009, in consequence of enquiries that she raised with her, the SEHK having made enquiries of 462 as to what consideration had been paid for the farms by UBNZ.  There had been no conversation between them prior to the signing of the agreement on 22 May 2009 about the consideration paid for the farms.[348]

362.Katherine Chan went on to say that it was her impression that the 2nd appellant “was running the farms on a day‑to‑day basis.”  The 2nd appellant had told her in May 2009 that she had to wake up during the night to deal with business on the farms.[349]

363.In cross‑examination by counsel for the 1st appellant, Katherine Chan was adamant that she had been told by the 1st appellant that the 2nd appellant, a New Zealand woman, owned the farms in New Zealand.[350]  In cross‑examination by counsel for the 2nd appellant, in face of the suggestion that nothing was said to her at her first meeting with the 2nd appellant about her owning the farms, Katherine Chan said “I don’t remember.” [351]  She added that after she had been told by the 1st appellant that they were owned by a New Zealand woman, she believed that to be the case.[352] However, by the time that she signed the Sale and Purchase agreement on 22 May 2009 her “state of mind was that she had the right to acquire these farms but she had paid a deposit, but not all the money.”[353]  Subsequently in cross‑examination, in the context of the Sale and Purchase agreement, she explained how she came to be in that state of mind:[354]

“ It is obvious that conditions precedent focus on that the target company must own the fixed assets, the farms, before completion, before money was paid. If May owned the farms there was no need for this condition precedent.”

Finally, she disagreed with the suggestion that the 2nd appellant had never told her that she paid a deposit towards the purchase of the farms or that she was already operating the farms.[355]

The engagement of Knight Coldicutt

364.In her evidence-in-chief, Katherine Chan said that, having been shown the six farm agreements in court, dated 18 May 2009, she was unaware until then that they had been entered into by the 2nd appellant only four days before the acquisition agreement with 462 nor that Knight Coldicutt acted as the 2nd appellant’s solicitor.[356] She said that if she had known that Kerry Knight and Knight Coldicutt also represented the 2nd appellant’s companies in the acquisition of the farms, “I would not engage Knight Coldicutt to represent me.” [357]  She said that a lawyer cannot represent the vendor and the purchaser at the same time and in a transaction of such a large‑scale “it absolutely cannot be done.”  Having been referred to the series of emails dated on and between 11 and 13 May 2009 in which she was a participant, Katherine Chan acknowledged that the 2nd appellant was copied into the chain of emails in which, by an email dated 13 May 2009, Katherine Chan responded to Kerry Knight’s email of 11 May 2009 informing him that she had instructed her staff to wire him US$10,000 as a retainer and that the “signed engagement letter will be emailed to you tomorrow.”  Of the fact that the 2nd appellant was one of the recipients of the email chain and that the 2nd appellant had sent her an e‑mail about one hour later confirming that Kerry Knight had begun work and would “work on full speed to get done for us”, Katherine Chan said clearly the 2nd appellant knew that 462 had instructed Kerry Knight.  She did not know why the 2nd appellant had been copied in the e‑mail chain.

365.In her evidence-in-chief, Katherine Chan said that as a result of enquiries made by the SEHK she had engaged in an exchange of emails [358] with the 2nd appellant on 18 December 2009 over the issue of whether or not Knight Coldicutt, who had been engaged as the legal representatives of 462, “…is also the legal adviser of the vendor.”  The 2nd appellant replied:[359]

“ When UBNZ funds Management Ltd entered into sales & purchase agreements with all existing farm owners, Knight Coldicutt was not the legal representative for UBNZ. nor after Knight Coldicutt engaged by listco-Natural Dairy.”

Katherine Chan said that she believed the 2nd appellant.

366.In a second email sent to Katherine Chan by the 2nd appellant on 18 December 2009, it was asserted that “our legal adviser is Kay Keam, partner of Martelli Mckegg. As a result, she said that 462 published an announcement, under the heading ‘Further Clarification In Relation To The Acquisition Of UBNZ Assets Holdings Limited’, on 18 December 2009 stating, inter‑alia:[360]

“ The Vendor confirmed to the company that it had not appointed Messrs Knight Coldicutt… as its legal adviser when the vendor entered into sale and purchase agreements with the original farm owners and at any time thereafter. Instead, the vendor has appointed Messrs Martelli Mckegg as its legal adviser with regard to the Acquisition.”

367.In cross-examination on behalf of the 1st appellant, Katherine Chan was taken to another chain of similar emails, which contained some additional emails.[361] She agreed that at the beginning of the email chain was an email, dated 11 May 2009, from Mr Navin Aggrawal of K & L Gates to Kerry Knight.  That email was not part of the chain of emails to which Katherine Chan had been referred in examination in chief.[362]  The email referred to a discussion between the two of them and stated:[363]

“ As explained, we act for China Jin Hui (462) in connection with the proposed acquisition and we would appreciate it if you would act for our clients on NZ law related matters.

An initial draft of the sale and purchase agreement is attached…”

368.Katherine Chan acknowledged that in his reply Mr Kerry Knight had said “Thank you for your instructions”.  She agreed that he was thanking K & L Gates for instructing him.  Also, she agreed that in her reply to Mr Kerry Knight, dated 12 May 2009, she had said “Thank you for accepting our invitation to act as our lawyer on this acquisition.” [364]  She agreed that Knight Coldicutt were being instructed in New Zealand to handle matters on the instructions of 462’s solicitors K & L Gates.  Katherine Chan’s email went on to state:

“ Your primary contact on this deal would be with Navin whom have been our company’s lawyer since its listing 4 years ago. I also understand that May will be responsible in supplying all the information on the farms to you which I hope you can share with Navin and I in order to speed up the due diligence process as well as the execution of the agreement as soon as possible.”

369.Of her further email to Kerry Knight, dated 13 May 2009 [365], Katherine Chan confirmed that in instructing that US$10,000 be wired to Knight Coldicutt as a retainer and in stating that the signed engagement letter would be emailed to them, she was engaging them to act for 462.  Of the 2nd appellant’s email to her an hour later, in which she had said “Kerry has already begun the work. He will work on full speed to get done for us”, she rejected the suggestion that Knight Coldicutt “… were going to help both you and May Wang to get this deal and all the necessary preliminaries arranged.”  She said “that’s not my understanding.  462 was purchasing and he said to get things done.  That means this deal.” [366]

370.Of the fact that the 2nd appellant was a recipient of the chain of emails, Katherine Chan pointed out that in her email of 12 May 2009 to Kerry Knight, copied inter‑alia to the 2nd appellant, she had said “I also understand that May will be responsible in supplying all the information on the farms to you”.  Of that, she explained “ ‘You’ is Knight Coldicutt.  That’s in relation to the farms.”

371.In cross-examination on behalf of the 2nd appellant, the suggestion made on behalf of the 1st appellant that the emails dated on and between 11 and 13 May 2009, in which Katherine Chan, the 2nd appellant and Kerry Knight were participants, made it plain that Knight Coldicutt had been engaged to act for both 462 and the 2nd appellant’s companies and that was known to Katherine Chan was not canvassed at all.  It was not suggested that they gave joint instructions to Kerry Knight and that the 2nd appellant and Katherine Chan were working together and with others with knowledge of all the circumstances first, to acquire the farms for the 2nd appellant and secondly, then to give effect to the sales and purchase agreement dated 22 May 2009 so that neither Katherine Chan nor 462 were defrauded.

Closing speeches

372.Similarly, that suggestion was not advanced in the closing speech made for the 2nd appellant by Mr Harris.  By contrast, issue was taken with Katherine Chan’s evidence that the 2nd appellant had told her not only that she owned the farms but also that she operated them.  Mr Harris read extensive excerpts to the jury from Katherine Chan’s evidence on these issues.[367]  It was suggested to the jury that for it to be claimed that she was the owner of the farms was a “pointless lie” which could easily have been exposed, in particular at the time  Katherine Chan visited the farms.[368]  Further, it was suggested that by the time that Katherine Chan signed the sale and purchase agreement on 22 May 2009 it must have been clear to her that the 2nd appellant “did in fact not own the farms.” [369]

Summing up

373.In the summing up, the judge reminded the jury shortly of Katherine Chan’s evidence of what she was told about the ownership and operation of the farms, together with related monies paid by the 2nd appellant.  Also, she reminded them of her evidence as to the nature of the engagement of Knight Coldicutt to act for 462 in the sale and purchase agreement.  Of her testimony in respect of ownership of the farms, the judge said:[370]

“ Jack Chen told Kathy… that there were these farms in New Zealand which were a very wealthy woman’s farms. The woman was called May Wang…”

The judge went on to remind the jury:[371]

“ Kathy also referred to May Wang telling her from the very beginning she had to get up at night to run the farms.”

374.Also, she said:[372]

“ Because of what Jack Chen told her about the farms, Kathy thought that May Wang had by then already signed to purchase those farms and she was not aware that May Wang only signed the farm agreements with the CraFarms Group on 18 May 2009.”

375.Of Katherine Chan’s evidence of being told by the 2nd appellant of a payment of a deposit in relation to the purchase of the farms, the judge said:[373]

“ Between the signing of the sale and purchase agreement with UBTL and the publication of the circular and because the stock exchange had asked for further particulars, Kathy had approached May and asked her how much she had paid to buy the assets. May Wang replied that she could not tell her, but May told Kathy that she paid a deposit of $NZ 50 million.”

376.Of Katherine Chan’s evidence of her knowledge of the role of Knight Coldicutt, the judge said:[374]

“ Y ou would recall Kathy telling you that she was not aware of Kerry Knight acting for May Wang, and when the stock exchange enquired into that she sent an email to May Wang, copied to Kerry Knight.

May Wang replied that Knight Coldicutt was not her legal representative when UBFM entered into the farm agreements. May Wang further provided the name of Martelli Mckegg.”

377.Although the judge’s directions in respect of Katherine Chan’s evidence as to what she was told of the 2nd appellant ownership and other dealings with the farms were given to the jury on the morning of the 2nd day of the judge’s summing up, it was not until the end of the summing up on the 4th day, in prospect of the jury being invited to retire on the morning of the 5th day, that Mr Harris raised issues arising from the summing up, which he suggested “might be thought to be unbalanced or unfair” and which he invited the judge to reflect on overnight.  So, given that all the parties were provided with a transcript of the proceedings at the end of each day, the three issues raised with the judge represented the considered position taken by the 2nd appellant.  One of the matters that he raised was in respect of what he described as the “pointless lies issue”, namely “where it was suggested by the prosecution that May Wang had given Kathy to understand that she owned and operated the farms and that she was getting up earlier to run the farms on the telephone.”  Mr Harris suggested that the lies were “pointless” because sooner or later they would have been exposed.[375]

378.In the result, the judge gave the jury further directions in respect of that issue:[376]

“ Mr Harris makes the additional point that it was pointless for May Wang to have lied to Kathy about her running of the farms or about the ownership of the farms as the truth would inevitably come out.”

379.Significantly, Mr Harris sought no direction from the judge that the contemporaneous documentation, in particular the emails passing between the parties on and between 11 and 13 May 2009 suggested that the 2nd appellant and Katherine Chan were working jointly and with others with knowledge of all the circumstances to acquire the farms for the 2nd appellant effect could be given to the sale and purchase agreements dated 22 May 2009, in consequence of which neither Ms Katherine Chan nor 462 were defrauded.  That is not surprising, because that was not the case for the 2nd appellant that had been advanced at trial.

380.As Mr Winter informed the Court candidly at the beginning of this submission the detail of the contemporaneous material to which he invited this Court to focus was not deployed at trial.  Insofar as Katherine Chan was cross‑examined about the contemporaneous emails, it was in cross‑examination by counsel for the 1st appellant. That was done in broad terms only and, as noted earlier, resulted in Katherine Chan emphatically rejecting the assertion that Knight Coldicutt had been engaged to act for both the 2nd appellant and 462.  She knew nothing of the fact that Knight Coldicutt had acted as solicitors for the 2nd appellant in the purchase of the farms, the sale and purchase agreements in respect of which were signed on 18 May 2009, until she attended the trial as a witness. It follows that the reference in the minutes of the board meeting of 462,[377] approving the sale and purchase agreement confirming and approving the “appointment of Knight Coldicutt as the legal adviser to the company as to New Zealand laws for the Acquisition” was entirely consistent with Katherine Chan’s evidence that she had instructed them to act for 462 only.

381.Of the issue of what Katherine Chan had been told and what she believed about the ownership, operation and payments in respect of the farms, it is clear that it is important to have regard to her evidence of the developing sequence in her knowledge.  The genesis of her belief that the 2nd appellant owned the farms lay squarely with what she was told by the 1st appellant.  That was the context in which she met the 2nd appellant and on which she rested her subsequent impressions and beliefs.  However, she made it clear at an early stage in her evidence in chief that she came to understand that the 2nd appellant was not the owner of the farms when requests were made during the negotiation/preparation of the sale and purchase agreement for provision to be made for financial assistance to be given by 462 to the 2nd appellant’s company to acquire the farms.  Clearly, that was before 22 May 2009 and after the reference to the fact that an “initial draft” of that document existed in the email from Navin Agarwal to Mr Kerry Knight on 11 May 2009.  So, she accepted that was the state of her knowledge before she signed the agreement on 22 May 2009.  It was her evidence that nevertheless in those circumstances she believed that the 2nd appellant must have had a legal right to purchase the farms.  Then, as the judge reminded the jury it was her evidence that in the period after the signing of the sale and purchase agreement, but before the circular was issued on 8 September 2009, some substance was given to that belief when she was told by the 2nd appellant that she had paid a deposit of $50 million.

Conclusion

382.It is clear that the summing up addressed the issues of the truth of Katherine Chan’s evidence of her knowledge and belief as to the 2nd appellant’s ownership of the farms and related matters and her knowledge of the role of Knight Coldicutt as presented in the 2nd appellant’s case at trial.  Of the former issue, the judge set out succinctly the relevant parts of her evidence and, in her additional directions at the end of the summing up, gave focus to what was in issue in the case of the 2nd appellant. She did so in the context of her earlier directions that “…findings of facts is a matter for you” [378] and of the evidence of witnesses “It is up to you what to accept and what to reject.” [379]

383.Of the latter issue, no case was presented by the 2nd appellant that Katherine Chan was a party to giving joint instructions to Knight Coldicutt to act for both 462 and the 2nd appellant in respect of the farms. In that context, it is to be remembered that the 2nd appellant was represented by leading counsel at trial.

384.Mr Winter’s examination of the contemporaneous documentation in no way substantiates his claim that it leads to the conclusive determination that Katherine Chan was a party to such joint instructions.  On the contrary, it is consistent with her testimony.

385.No issue was taken at trial with the evidence that Kerry Knight signed the six farm agreements, dated 18 May 2009, as the solicitor of the purchaser UBNZ Funds Management Limited. In that context, the judge directed the jury:[380]

“ (you) should not assume that merely because Kerry Knight might have acted for May Wang in her purchase of the farms from the Crafars and has also acted for 462 in the acquisition, then there must have been in existence of any of the conspiracies alleged by the prosecution.”

The admissibility of the deposition of David Wiltshire

386.At the hearing we refused Mr Fitzgerald’s application to adduce fresh evidence on behalf of the 3rd appellant in respect of the circumstances in which the 3rd appellant had not attended or being represented at the hearings in New Zealand in October 2013, at which David Wiltshire had made his depositions which were adduced into evidence at the trial.  Our reasons for that ruling are set out at Annex B of this judgment.

387.Mr Fitzgerald, for the 3rd appellant, supported by Ms Montgomery for the 1st appellant, submitted that the judge had erred in her rulings of 17 March and 2 October 2015, and her reasons for the latter ruling, dated 6 October 2015, in which she admitted into evidence parts of the deposition of David Wiltshire.

The 3rd appellant’s submissions

388.Of the judge’s ruling of 17 March 2015, Mr Fitzgerald submitted that she erred in failing to stipulate the exhibits she admitted as being the business records of David Wiltshire, and by failing to identify the parts of his deposition, which she admitted as speaking to those business records.  Some of those exhibits were the business records of Mark King not David Wiltshire.  Of her ruling of 2 October, and her Reasons for Ruling of 6 October 2015, he contended that the judge erred in determining in respect of the provisions of section 77 F(1)(d) of the Evidence Ordinance, Cap. 8 [381], that it was not unfair to admit other parts of David Wiltshire’s deposition in the absence of cross‑examination on behalf of the 3rd appellant.

389.First, in renewing an application in respect of which the single judge had refused leave, he contended that the judge had erred in determining that it was not “reasonably practicable” to secure the attendance of David Wiltshire at the trial in Hong Kong.  Secondly, he submitted that, although submissions had been made to the judge on behalf of the 3rd appellant that the latter did not have the financial ability to participate in the proceedings which led to the making of David Wiltshire’s deposition in New Zealand, the judge had not indicated that she did not accept the submission and “did not make a proper finding on the issue”.  Mr Fitzgerald submitted that the judge’s statement “…one would have thought that the 3rd accused would seek to cross‑examine Wiltshire (despite the suggested shortage of funds) if Wiltshire’s evidence is contentious and important to the extent which Mr Khosa now submits before me” was unjustified.

390.Thirdly he submitted that the determination was made in error, given her statement:[382]

“ As the matters now stand and in the absence of any concrete evidence to the contrary, I am prepared to accept that the 3rd Accused might not have understood clearly that the New Zealand evidence might also be used for the trial proper when he made up his mind not to attend the hearing either by himself or by his legal representative.”

391.Relevant to the judge’s determination was the fact, as was apparent from the transcript of the Preliminary Inquiry that, in submissions made to the magistrate at the conclusion of those proceedings, it was contended on behalf of the 3rd appellant that the provisions of the Magistrates Ordinance required the presence of the magistrate at the Preliminary Inquiry.  So, it was argued that proceedings in New Zealand, in the absence of the magistrate, were procedurally flawed.

392.Next, it was contended that the judge erred in determining that “Wiltshire’s evidence is not of the be-all and end‑all type”.  In that context, the Court was invited to note that on 5 February 2015, Mr Khosa had informed the judge of the nature and ambit of the cross‑examination that the 3rd appellant wished to conduct of David Wiltshire, namely that a lot of the accounts were inaccurate, that it was suspected that they were trying to hide profits, that they were siphoning off profits to the Crafar family and that there were large amounts of cattle which were missing.[383]

393.For her part, Ms Montgomery submitted that the detriment suffered by the 1st appellant was the absence of cross‑examination by the 3rd appellant of David Wiltshire which cross‑examination might have resulted in helpful answers as to the reasonable deduction of expenses and reasonable increases in income in the accounts of the six farms.

The respondent’s submissions

394.Ms Draycott submitted that there was no confusion about which part of David Wiltshire’s evidence was encompassed by the judge’s ruling, admitting into evidence as business records exhibits adduced in David Wiltshire’s deposition and his related testimony. She said “it related simply to the supply of the figures to KING.”  However, she accepted that David Wiltshire had not adduced into evidence the figures that he had collated from information provided to him by the farms in the CraFarms Group.

395.Ms Draycott submitted that the judge was entitled to determine that it was not reasonably practicable to secure David Wiltshire’s attendance at the trial in Hong Kong and to determine, having regard to the provisions of section 77 F(1)(d) of the Evidence Ordinance, that admitting into evidence the other parts of David Wiltshire’s deposition would cause no unfairness to the 3rd appellant. There was no evidence that the 3rd appellant failed to understand that the evidence of David Wiltshire would be used at trial.  Counsel for the prosecution had stated that was to be the case in court in the Preliminary Inquiry on two occasions, namely 9 January and 22 February 2013.  The 3rd appellant, who gave evidence in English at the trial, was present in court on both occasions.  On the second occasion, the 3rd appellant’s counsel, Mr Douglas Kwok was present in court, whilst in his absence on the earlier occasion Mr Khosa, who then represented another defendant not committed for trial, held Mr Kwok’s papers.

396.Ms Draycott submitted that the prosecution had indicated its willingness to make a reasonable contribution to the expenses of the 3rd appellant and his lawyers travelling to attend the proceedings in New Zealand.  They did so first of all in a letter dated 17 July 2013, more than two months before the proceedings began in New Zealand at the end of September 2013.  In face of no communication from the 3rd appellant, the prosecution raised the matter in the Preliminary Inquiry on 1 August 2013. There followed a reminder letter, dated 13 August 2013.  In a letter dated 5 September 2013, the prosecution confirmed that it would reimburse the travelling expenses to New Zealand of the 3rd appellant’s Hong Kong lawyers, whilst declining to reimburse expenses of instructing New Zealand lawyers and declining to advance the monies before the proceedings took place in New Zealand.  That was in accordance with government policy.

397.Ms Draycott said that the respondent did not accept that the reason for the 3rd appellant’s non‑attendance at the proceedings in which David Wiltshire gave evidence in New Zealand in October 2013 was due to his impecuniosity.  It was necessary to substantiate such an assertion with evidence.

398.Ms Draycott submitted that, although the judge ruled that other parts of David Wiltshire’s deposition was admissible on 2 October 2015 and explained in terms in her reasons for ruling of 6 October 2015 that she was satisfied that no unfairness would result to the 3rd appellant, the issue could have been revisited at any time up and until the evidence was adduced before the jury at the trial, namely 14 December 2015.

399.In that context, Ms Draycott invited the Court to note the exchanges between the prosecution, counsel for the 3rd appellant and the judge at pre‑trial hearings held on and between 15 and 20 October 2015.  At the outset, on 15 October 2015, Mr Khosa informed the judge that the “sufficiency and the accuracy” of the accounts provided by David Wiltshire to Mark King was challenged.[384] In response, Ms Draycott indicated that in those circumstances it would seek to recall David Wiltshire.

400.On 16 October 2015, Ms Draycott made an application to recall David Wiltshire.  Counsel for all three appellants opposed the application.  Mr Khosa told the judge “I’ve said from day one last week I don’t need Wiltshire.”  Then, the judge said that “if… it turns out that you have a case to put to Wiltshire and nobody else can deal with that case then…  you have to apply to me to have Wiltshire recalled so that you can put the case to him and so that he can deal with it.” [385] Mr Khosa replied:[386]

“ I still feel I don’t need Wiltshire. I will be able to cover my cross‑examination sufficiently with Mark King, because at the end of the day it was Mark King who was dealing with D3 and it was Mark King who was doing all the accounting, so… the queries relating to lost cattle were again put to Mark King.”

In those circumstances, Ms Draycott indicated that she would not persist with her application.[387]

401.On 19 October 2015, Mr Khosa informed the judge that now he wished to apply to cross‑examine David Wiltshire and that he proposed doing so on the basis of a joint application together with the prosecution.  However, Ms Draycott replied that, given that no issue was now taken by the 3rd appellant on the accuracy and sufficiency of the material provided by David Wiltshire to Mark King, the prosecution would not be a party to a joint application.

402.On 20 October 2015, Mr Khosa informed the court in written [388] and oral submissions that, since the application to recall David Wiltshire was no longer a joint application, he withdrew his application to recall that witness.

403.For her part, Ms Draycott asserted that the prosecution would nevertheless entertain an application for reimbursement of expenses of travel to and accommodation in New Zealand for the 3rd appellant and his lawyers even if the application was not a joint application but one initiated only by the 3rd appellant.

The judge’s rulings

404.In the hearings conducted on and between 3 and 6 February 2015, the judge received submissions in respect of all the matters arising as to the admissibility, inter‑alia, of David Wiltshire’s deposition and the exhibits adduced in that testimony.

405.In her ruling of 17 March 2015, although the judge made wide‑ranging findings, inter‑alia, in respect of submissions made or supported by the 3rd appellant, she only ruled admissible the “…the business records produced by Wiltshire” and “…that part of Wiltshire’s deposition which dealt with such production.[389]

The business records produced by David Wiltshire

406.In her ruling of 17 March 2015, the judge noted that the prosecution submitted:[390]

“ In respect of the accounting records and the Fonterra Document produced by Wiltshire, the prosecution say that they belong to the business records type.”

407.Of the “averments made in the depositions of… Wiltshire”, the judge noted that the prosecution accepted “that they did not only deal with the records” but that it was “said that only those other matters averred in the depositions which have nothing to do with the records are subject to the “no unfairness” requirement.” [391]

408.Of the submissions made on behalf of the 3rd appellant, the judge noted that it was submitted that “unfairness” would result “if the records exhibited to the deposition of Wiltshire are to be admitted.”  She said that it was contended that “the accounting records were not accurate and the profits were understated” and that it was contended that the admission of the depositions and the accounting records would result in unfairness, given that David Wiltshire had not been cross‑examined.[392]

409.In the result, the judge determined that “the documents in question produced by Wiltshire are the business records of the CraFarms Group.” [393]  In making that determination, the judge said that she had regard to the fact that David Wiltshire was the finance and administration manager of the Group and to his evidence as to his responsibility within the Group.  The judge noted that in his evidence David Wiltshire had said that he prepared the drafts which he supplied to Mark King at Stretton’s, who “formally did the accounts” and that David Wiltshire went on to testify:[394]

“ I would provide him with all the costings, the expenses and the normal daily business that we went on for the farm and the incomes, the productions for each of the farms, all that sort of stuff so that he could put the accounts together.”

410.The judge said:[395]

“ I have also taken into account the parts which set out how the information was collected from the individual farms or from Fonterra; how the individual farms, and Wiltshire in turn, were under a duty to supply such information to the group’s accountant for accounting purposes; how Fonterra was under a duty to supply/compile the number of “milk solids” for settlement of payments to the individual farms, etc.”

411.In determining that the documents produced by Wiltshire are the business records of the CraFarms Group, the judge said “…then the court is not required to consider the “no unfairness” requirement specified in section 77 F(1)(d).  In other words, once the documents satisfy the conditions, they are admissible.” [396]

412.Nevertheless, although she said she was unclear as to the basis of Mr Khosa’s submission that the documents produced by David Wiltshire ought to be excluded on the basis that unfairness would be caused to the 3rd appellant, the judge proceeded on the basis of a consideration of the “judge’s “overriding duty to ensure a fair trial.”  Having said that in addressing that issue “all the relevant circumstances must be taken into account” [397], the judge determined not to exercise her discretion to exclude that evidence on the basis of unfairness.[398] Then, the judge ruled:[399]

“ …the part of Wiltshire’s deposition which dealt with the production of records and the records exhibited thereto are admissible.”

413.On the other hand, having said “I cannot be sure, at this stage, that it is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong”, the judge determined:[400]

“ I therefore refuse to admit that part of Wiltshire’s deposition and any document exhibited thereto which has nothing to do with the production of records.”

414.Having made those determinations, the judge did not condescend to any greater particularity as to which exhibits and which part of David Wiltshire’s testimony was encompassed by one or other of her rulings.  No greater particularity was sought from the judge by any of the parties.

The documents adduced into evidence by David Wiltshire

415.Prior to David Wiltshire giving evidence in October 2013, Mark King had given evidence in the Preliminary Inquiry in Hong Kong in January 2013.  In the course of that testimony he adduced into evidence emails, attached to which were the sets of accounts which he had provided to the 3rd appellant, copied to David Wiltshire, to which David Wiltshire made reference in his testimony and which were adduced as exhibits.[401]

416.Also, David Wiltshire adduced into evidence other emails to which he was a party.  They included an email to which he had attached “Analysis-Fonterra End of Season Movement Statements.”  In his testimony, he explained that he collated the information from information provided by Fonterra in respect of each of the individual farms.[402] He provided those documents to Mark King so that “it would flow through into the accounts…that would be produced at the end of the year.” [403]  In addition, David Wiltshire spoke to two milk sharing agreements which the CraFarms Group had entered into, in which the costs of production and the division of income were divided between the group and the other party.[404]

417.Then, David Wiltshire testified about the circumstances in which the Confidentiality Agreement, dated 3 October 2008, had been entered into with Barry Fraser on behalf of UBS Funds Management (NZ) Ltd and Mr Allan Crafar on behalf of the CraFarms Group.[405] That followed an approach by Barry Fraser and John Dixon, who said that they represented a Chinese Group interested in buying the farms.[406]  Subsequently, he witnessed some of the signatures on the Consultancy Agreement, dated 17 November 2008, between the CraFarms Group and Barry Fraser, which provided for the payment of a success fee to the latter on full and final settlement of payments to the former to become due under the proposed farm agreements.[407]  Finally, David Wiltshire testified that he had provided information, which was included in the six agreements dated 18 May 2009 for the sale and purchase of the total of 22 farms, and he identified signatures on the various agreements.[408]

418.Although David Wiltshire testified as to the nature of the information that he had obtained from the six farm companies and of how he collated that information and passed it on to Mark King, he did not produce that collated information.  However, he did testify that he had done his best to provide Mark King with accurate material, saying that by 2009 “…we made an extra effort to make sure that the information that was collected, which originally wasn’t collected at all, was to the best of our ability as accurate as possible, as it was presented.” [409]  He said that to the best of his knowledge the accounts produced by Mark King from the raw material with which he supplied him were accurate.[410]

419.It is clear that the various sets of accounts prepared and circulated by Mark King, to which David Wiltshire made reference in his evidence were exhibits produced in the evidence of Mark King in the Preliminary Inquiry.  They were the business records of Mark King and had been adduced into evidence prior to the testimony of David Wiltshire.  As David Wiltshire made clear in his testimony, the accounts were circulated to him so that he could raise any questions, if he thought that they were not representative of the material he provided to Mark King.[411] No doubt, all the parties in the lower court were aware that was the case.  Obviously, all the other exhibits adduced in David Wiltshire’s deposition were the business records of the CraFarms Group.

420.As noted earlier, the judge did not stipulate with any particularity what was encompassed in her ruling that David Wiltshire’s deposition which spoke to the production of records was admissible, in contrast to her refusal “to admit that part of Wiltshire’s deposition and any document exhibited thereto which has nothing to do with the production of records.” [412]  No request was made of the judge to clarify her ruling.

421.Notwithstanding the fact that the judge had made that ruling, in hearings held on 23 and 27 July 2015 those representing the 3rd appellant supported the objection of Mr Fitzgerald, then representing the 1st appellant, to the admissibility of that part of David Wiltshire’s evidence in which he sought to compare the figures he provided to Mark King and those appearing in the 462’s Circular.  No other specific objection was advanced on behalf of the 3rd appellant in respect of the admissibility of an exhibit or to any other part of the deposition of David Wiltshire.  In particular, no complaint was made as to the lack of particularity in the judge’s ruling.

422.In her ruling on 11 August 2015, the judge noted that the “primary objection” to the admissibility of that part of David Wiltshire’s deposition was “since Wiltshire was not called as an expert witness in the accounting field, he was not in a position to say whether the figures appearing in the circular were correct or not.” [413] In ruling in favour of the objection and in determining to exclude that part of the evidence as inadmissible, the judge said that David Wiltshire “…did seek to make a comparison between the figures he provided to Mark King and those appearing in the CJHM circular.” [414]  The judge said:[415]

“ While Wiltshire is perfectly entitled to testify on the figures which he provided to King and the accuracy of such, it is not for him to say whether the figures appearing in CJHM’s circular were correct or not.”

423.Although the hearing of 2 October 2015 presented yet another opportunity to take issue with the alleged lack of particularity in the judge’s ruling as to what of the records adduced in the evidence of David Wiltshire and which parts of his oral testimony had been ruled admissible in the 17 March 2015 ruling, the matter was not canvassed at all.  We are satisfied that that is because no issue of any substance arose.  Nothing has been canvassed before us that makes good the submission to the contrary.  There is no merit whatsoever in this ground.  It ought not to have been advanced.

The non-participation of the 3rd appellant in proceedings in New Zealand at which David Wiltshire testified

424.On 5 February 2015, Mr Khosa addressed the judge in respect of the circumstances in which the 3rd appellant had not participated in the proceedings in New Zealand:[416]

“ … my instructions from D3 very clearly are that part of the consideration he had of course was financial considerations, he couldn’t afford the trip. And I will come to that in a bit more detail in a moment.

But the other part was the advice given by his counsel at the time that these were merely committal proceedings, even if he didn’t go, there would be a second opportunity to cross‑examine those New Zealand witnesses because the prosecution has to bring them back at the trial.”

The purpose of the New Zealand hearing

425.In her ruling on 17 March 2015, the judge said that issue was taken on behalf of the 3rd appellant as to the purpose of the hearing in New Zealand at which David Wiltshire gave evidence, noting that it was contended by Mr Khosa that the 3rd appellant had been advised by Mr Douglas Kwok that it was for purposes of “…the PI only”.  The judge said that, although Mr Khosa had been asked whether or not he intended “to adduce evidence to support this claim”, in the event “no evidence was placed before me”.[417]

426.Of statements made by the prosecution of the use to be made of the evidence taken from David Wiltshire in New Zealand, the judge said that in addressing the magistrate in the Preliminary Inquiry on 9 January 2013, Ms Draycott had said:[418]

“ What I would hope is that that trip could be made in March and it will form part of these proceedings and, if successful, the evidence so collected would be available for the trial in the same form and there wouldn’t have to be a second trip.” [Italics added.]

427.The judge went on to note that, on 22 February 2013, Ms Draycott had informed the magistrate in court:[419]

“ The only other stipulation I have made is that I want the proceedings to be video recorded in order that a video can be played to the jury in due course should we succeed in these proceedings.” [Italics added.]

428.In that context, the judge went on to find:[420]

“ No doubt, as recorded in the transcript, Ms Draycott had made known the prosecution’s intention that the New Zealand evidence so obtained might be used for the trial proper in the same form.”

429.However, in the context of the subsequent correspondence sent by the Department of Justice to the 3rd appellant’s solicitors, the judge observed that the former had said that the 3rd appellant “…is entitled, but is not required, to be present at the hearing for the taking of evidence in New Zealand”.  Of that statement, in the context of the statements made by the prosecution earlier that the evidence might be used in the trial itself, the judge said:[421]

“ …one would expect the prosecution, in order to make things even clearer, to reiterate this in writing, especially when advising the accused whether his presence would or would not be required at the New Zealand hearing. Nothing to that effect was said in the letter of 17 July 2013.”

430.Then, the judge noted that the 3rd appellant in person had informed the Department of Justice directly, by letter dated 27 August 2013, that acting on the advice of his solicitors he had contacted but had been unable to secure the assistance of either the Duty Lawyer scheme or the Legal Aid Department to obtain legal representation in New Zealand.  The 3rd appellant requested that $300,000 be advanced to his solicitors rather than the expenses incurred being reimbursed.  Of the letters in reply written by the Department of Justice to the 3rd appellant’s solicitors, the judge said:[422]

“ …one would expect the prosecution to remind the 3rd accused once more that the New Zealand evidence was not only for the purpose of the PI, but might also be used for the trial proper so that the 3rd accused might liaise further with the Legal Aid Department. Nothing like that happened.”

431.In the result, the judge said:[423]

“ As the matters now stand and in the absence of any concrete evidence to the contrary, I am prepared to accept that the 3rd accused might not have understood clearly that the New Zealand evidence might also be used for the trial proper when he made up his mind not to attend the hearing either by himself or by his legal representative.” [Italics added.]

432.Subsequently, the judge addressed complaints made by Mr Khosa of unspecified unfairness as the basis “to exclude the admission of Wiltshire’s records”.[424]  Having adverted to the ambit of the evidence sought to be adduced by the prosecution from David Wiltshire as disclosed in the 4th Supplemental Request, the judge said [425] “…it was clear to the parties what the prosecution sought to do with Wiltshire.”  In that context, and noting that the 3rd appellant had opted for a Preliminary Inquiry to test whether there was a prima facie case against him, the judge adverted to her earlier statement as to what she was prepared to accept of the 3rd appellant’s understanding:[426]

“ …if so, and even accepting that the 3rd accused might not have been fully aware that the New Zealand hearing might also be used for the trial proper, one would have thought that the 3rd accused would seek to cross‑examine Wiltshire (despite the suggested shortage of funds) if Wiltshire’s evidence is contentious and important to the extent which Mr Khosa now submits before me.” [Italics added.]

433.It is clear from the language used by the judge that she was not making a finding that the 3rd appellant did not understand that the deposition obtained from David Wiltshire in New Zealand could be used in the trial.  Rather, she was making that assumption in his favour.  There were obvious difficulties in making any finding to that effect, given the fact that the 3rd appellant had not given or called evidence on that issue.  The judge said as much:[427]

“ Plainly, without any direct evidence from Mr Kwok as to what his understanding actually was, all that I could do is to glean from the transcript and the letters as to the likely position at the time.” [Italics added.]

434.Moreover, the judge had accepted that the prosecution had made it clear to the parties in open court in the Preliminary Inquiry that it was intended that the evidence so collected might be used for the trial in the same form [428] and that it had been stipulated that the proceedings “be video recorded in order that a video can be played to the jury in due course”.[429]  The 3rd appellant’s counsel was present in court on the latter occasion.

435.Although, the judge was critical of the letters written by the Department of Justice to the 3rd appellant’s solicitors in respect of arrangements being made in preparation for the New Zealand proceedings they were the very same legal representatives who had been in court in the Preliminary Inquiry when the prosecution’s position had been spelt out.  The Department of Justice did not write to the 3rd appellant in person.  Rather, as was to be expected, it wrote to his solicitors.  Not surprisingly, in those circumstances, the judge made no assumption, let alone a finding, that the 3rd appellant’s solicitors or his counsel did not know that it was the intention of the prosecution, if permitted to do so, to use David Wiltshire’s deposition at the trial before the jury.  In that context, it is to be remembered, as noted earlier, that in his letter dated 27 August 2013 the 3rd appellant said that in contacting the Duty Lawyer scheme and the Legal Aid Department he had done so on the advice of his solicitors.  There is no merit in this ground.

The financial ability of the 3rd appellant to attend and/or be represented in the New Zealand proceedings

436.As noted earlier, in a letter to the Department of Justice, dated 27 August 2013 [430], the 3rd appellant sought the advance of HK$300,000 to his solicitors in advance of the prospective hearings in New Zealand, so that he could attend and be represented at those proceedings.  Having asserted that he had been paid a limited salary by 462 of only HK$40,000 per month for the year 2012/2013, that he was making payments to the Inland Revenue Department in respect of a total of $553,125 due to them and that he had credit card debts of over $200,000, the 3rd appellant claimed:[431]

“ Hence, my present financial position could not afford above‑mentioned potential legal/travel expense to pay in advance by myself, and such incurred expenses to be claimed and reimbursed from DOJ a month later.”

In consequence, the 3rd appellant sought a payment in advance to his solicitors “for above specific disbursement such as New Zealand barrister, airfares, hotel payments.” [432]

437.As was stated in the letter, it was a reply to letters from the Department of Justice to the 3rd appellant’s solicitors dated 17 July and 13 August 2013.[433]  In those letters the Department of Justice informed the 3rd appellant that, if he wished to be present and/or legally represented at the proceedings in New Zealand, they would “…consider making a reasonable amount of contribution to economy class airfares and accommodation expenses reasonably incurred” upon a request being made “…supported by proof of your client’s financial situation”.

438.Also, the matter had been raised on 1 August 2013 with the Magistrate in the Preliminary Inquiry, on which occasion Ms Draycott said that no reply had been made to the offer. She acknowledged “…it’s absolutely clear that his funds are limited” and explained that it was for that reason that the offer had been made.[434]

439.In letters dated 5, 12 and 24 September 2013[435] the Department of Justice informed the 3rd appellant’s solicitors that the offer extended to the 3rd appellant, one counsel and one solicitor.  In the letter of 12 September 2013 it was stated that the offer was made “on a reimbursement basis after the reasonable expenses are incurred”.  The letter of 24 September 2013 noted that no request had been made as yet by the 3rd appellant and asked that the Department of Justice be advised of his intentions by the close of business on 26 September 2013. By letter dated 26 September 2013  [436], the 3rd appellant solicitors informed the Department of Justice that “… We have instructions from our client that our firm would not send any legal representatives (including both solicitor and counsel) to attend the New Zealand hearing.”

440.In addressing the judge at the February 2015 hearing on the issue of the 3rd appellant’s alleged impecuniosity, Ms Draycott invited the judge to note that, following the taking of depositions from witnesses in New Zealand in October 2013, the appellant had been represented by lawyers in the Preliminary Inquiry on fourteen days subsequent to the proceedings having taken place in New Zealand.[437] She invited this Court to note that the 3rd appellant was asked repeatedly in correspondence from the Department of Justice that, if he wished to make a request for a contribution to his expenses of participating in the New Zealand proceedings, to provide “… proof of his financial position”.  No such proof was provided to the Department of Justice.  Similarly, neither the judge nor this Court had been provided with any evidence to substantiate the 3rd appellant’s claim of his financial inability to participate in the New Zealand proceedings.

441.In referring to the submissions made on behalf of the 3rd appellant in respect of his impecuniosity before and at the time that the depositions were taken in New Zealand in October 2013 as “the suggested shortage of funds”, the judge made it perfectly clear that she did not accept, without more, the bare assertions made by the 3rd appellant in correspondence and by his counsel before the judge.  Clearly, the 3rd appellant was put on notice of that determination.

442.In her ruling of 17 March 2015, the judge made it clear that she was not determining at that stage the issues that arose from operation of section 77 F(1)(d) of the Evidence Ordinance, namely whether she was satisfied that “no unfairness is likely to occur in those criminal proceedings consequent upon the deposition and any document… being admitted in evidence under this section”.  She did not make that determination until 2 October 2015.  Nevertheless, although there were opportunities to do so at subsequent hearings on 23 and 27 July and on 2 October 2015 the 3rd appellant did not seek to address the obvious absence of evidence to support the contention that his impecuniosity had rendered him unable to participate in the New Zealand proceedings.

443.There is no dispute that, in contrast to the issue of what the 3rd appellant understood to be the use which could be made of the deposition obtained from David Wiltshire in New Zealand, Ms Draycott did not submit to the judge that there was a need for evidence to substantiate the claim made by the 3rd appellant as to his alleged impecuniosity.  Similarly, although the judge had raised the issue of whether or not the 3rd appellant was going to call evidence on the former issue, she did not do so in respect of the alleged impecuniosity.  Perhaps, she ought to have done so.  But, the judge’s view of the absence of supporting evidence for the bare assertions was made perfectly clear by her reference in her ruling to 3rd appellant’s “suggested shortage of funds”.  On the evidence before her, the judge was entitled to be sceptical of the bare claim of impecuniosity.  Although there were subsequent hearings and fully six months elapsed before the judge ruled on the issue of “unfairness” in the context of section 77 F(1)(d), no attempt was made to put any evidence before the judge to address that lacuna in the evidence.

Conclusion

444.We are satisfied that there is no merit in this complaint.

Was it “reasonably practicable” to secure the attendance of David Wiltshire at trial?

445.In his submissions to this Court, Mr Fitzgerald renewed his application for leave to appeal, refused by the single judge, on the grounds that the judge had erred in determining that it “is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong”.  He contended that the prosecuting authorities had not attempted to address the concerns that David Wiltshire expressed in an email to an ICAC officer on 18 February 2015 of the prospective circumstances of his coming to Hong Kong, namely:[438]

“ I cannot afford to be away from my business at this time of the year as it is the busiest time and totally governed by spring seasonal conditions for crop planting. I am also not prepared to come all that way to sit in a basic Hotel to wait for you to need me.”

446.In that context, he invited the Court to have regard to the judgment of Heerey J in the Federal Court of Australia in Caterpillar Inc. v John Deere Ltd. (No 2) [439], which judgment was not put before the single judge.  In that case, the respondent sought to put into evidence the deposition of an employee of the applicant, who was resident in the United States of America, on the basis that it would cause “undue expense or undue delay or would not be reasonably practicable” to secure his attendance in proceedings in Australia.  In dismissing the application to adduce the deposition, in circumstances in which the respondent had only written twice to the witness, received no response and had not offered to pay any expenses, Heerey J said that it could be expected that an offer would have been made to the witness “…to meet all expenses and compensate for the interruption of his or her business, including payment of professional fees if appropriate.” [440]

447.In addressing the ambit of section 77 F(1)(d)(i) of the Evidence Ordinance, in particular “whether it is reasonably practicable to secure the attendance of the deponent, taking into account… the…. expense likely to be caused in securing his attendance”, in her ruling of 17 March 2015, the judge said:[441]

“ …even if a witness indicates his availability to attend, if he is, at the same time, asking for an exorbitant fee to be paid before he would testify, then it might be that it is still not reasonably practicable to secure the witness’s attendance having regard to the expense likely to be caused.

… while overseas witnesses may need to be persuaded to come (as they cannot be compelled), there is a limit as to what could be done to persuade them.  It has also to be acknowledged that sometimes, a witness is just not going to be persuaded no matter what, and yet, he may not say so in clear terms but couch it in another form, or he may simply not respond.”

448.In reviewing the evidence before her of the steps taken to secure the attendance of David Wiltshire in Hong Kong to give evidence, the judge noted that Mr Leung, an ICAC officer, had sent him an email on 13 November 2014.[442] Having adverted to the fact that David Wiltshire had given evidence in New Zealand in 2013, Mr Leung wrote:[443]   

“ As you may recall, during the hearing, you had been asked as to whether you would be prepared to come to Hong Kong to give evidence in any trial.

I would like to inform you that the trial of the captioned case has been fixed for 13th October 2015 (with 90 days reserved until 23rd February 2016). In this connection, I would be grateful if you could indicate your willingness and availability to come to Hong Kong to testify (remarks: you will only be required to stay in Hong Kong for a specified period of time instead of the whole period between 13th October 2015 and 23 February 2016).

In general, subsistence allowance will be paid to an overseas witness for each night stay (exact amount will be subject to arrangement of accommodation) and we will also pay for your costs of the flight tickets.”

449.In the context of that email, the judge noted Mr Leung had made two telephone calls to David Wiltshire on 21 January 2015.  Of the conversation between them in the second of those telephone calls, the judge said:[444]

“ Mr Leung had explained to him the purpose of the call and that the subsistence allowance and cost for the air-tickets would be paid to him, Wiltshire told Mr Leung that it was impossible for him to travel to Hong Kong as he was the sole operator of his business.”

450.The judge went on to note that, although David Wiltshire had undertaken to reply in writing, he had not done so and attempts to contact him on 26 January and 2 February 2015 had failed.  Then, the judge said that in an email, dated 18 February 2015, from David Wiltshire to Mr Leung, the former said:[445]

“ I have considered your request and given it further thought following your recent phone call to me and do not think I can assist you any further.

I cannot afford to be away from my business at this time of the year as it is the busiest time and totally governed by spring seasonal conditions for crop planting.

I am also not prepared to come all that way to sit in a basic Hotel to wait for you to need me as I have limited funds and would not be able to enjoy the opportunity of visiting Hong Kong

I trust you understand and can move forward without my further input.  I, of course would like to see them brought to justice and will help if I can, so if you have any other suggestions I would consider them with an open mind.”

In reply, Mr Leung had said:[446]

“ … We will let you know if we have other suggestions or any development of the situation.”

451.Not surprisingly, in those circumstances the judge said “…when one reads these exchanges, one naturally gets the impression that the matter has not been concluded”. [447]  She said that she did not know “…whether the prosecution are indeed working on something and hope getting some further development and I do not know if there are going to be other suggestions put to Wiltshire in order to get him to testify in Hong Kong.” [448] In those circumstances, she concluded “I cannot be sure at this stage, that it is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong.” [449]

452.In her ruling, dated 11 August 2015, the judge again rejected the renewed application of the prosecution that she accept that it was not reasonably practicable to secure the attendance of David Wiltshire in Hong Kong to testify.  The judge noted of his email, dated 18 February 2015:[450]

“ Wiltshire had, on the one hand, said that he could not assist further and that he could not afford to be away from his business, he, on the other hand, had also said that “if you have any other suggestions, I would consider them with an open mind.”

453.In response, Mr Leung had emailed David Wiltshire “We will let you know if we have other suggestions or any development of the situation”.  In that context, the judge adverted to an email sent to David Wiltshire by Mr Leung, dated 24 July 2015, in which it was stated:[451]

“ …we have no other suggestions to make and we would be grateful if you could give us your final decision as to whether you will travel to Hong Kong or not.”

454.The judge noted that, although telephone calls had been made to David Wiltshire on 24 and 27 July 2015, no contact had been established with him and, although a message had been left on the second occasion asking him to return the call, no reply had been received.  The judge accepted that “… flight tickets, accommodation and subsistence allowance could be provided to Wiltshire and such offer had been communicated to him.” [452] Nevertheless, the judge said that, having regard to the “short lapse of time” in which David Wiltshire had not responded to the contacts made by Mr Leung, “I cannot be sure that it is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong.” [453]

455.At a hearing on 2 October 2015, the judge ruled “…the remaining part of Wiltshire’s deposition and the related documents exhibited thereto are admissible.” [454]

456.In her reasons for the ruling, the judge noted that Mr Leung had a telephone conversation with David Wiltshire on 24 August 2015, in which he confirmed the position described in his email of 24 July 2015, namely “we have no other suggestions to make” to secure David Wiltshire’s attendance at the trial in Hong Kong.  The judge said that “In reply, Wiltshire confirmed that he would not be able to travel to Hong Kong for the reasons he had already provided in his last email.” [455]

457.Of the issue of whether or not it had been proved that it was not “reasonably practicable” to secure David Wiltshire’s attendance at trial in Hong Kong, the judge said that in written submissions addressing that issue, in the proceedings held on and between 3 and 6 February 2015, Mr Fitzgerald had submitted on behalf of the 1st appellant that “financial inconvenience is not the same as impossibility”.[456]  In those submissions, Mr Fitzgerald had contended “It is a matter for the DOJ, if they regard his evidence as essential, to alleviate any financial loss to the witness-which was his principal concern when he gave evidence on oath at the NZ hearing.” [457]

458.Of that submission, the judge said:[458]

“ …the test is not whether it is “possible” to secure the attendance of the witness “at all costs”, but whether it is reasonably practicable to do so having regard to a number of factors, including the delay or expense likely to be caused.”

459.Having noted that it was necessary to have regard to “various matters”, the judge said:[459]

“ …having considered the efforts taken by the prosecution to secure his attendance; the offer made regarding the provision of flight tickets, hotel accommodation and subsistence allowance; Wiltshire’s replies (including the one dated 18 February 2015 in which he stated that he could not afford to be away from his business at this time of the year as it is the busiest time for crop planting) and his latest confirmation made on 24 August 2015 that he would not be able to travel to Hong Kong for the reasons already given, I am sure that is not reasonably practicable to secure his attendance in Hong Kong.”

460.The judge said of David Wiltshire’s replies “his concern about being the sole operator of his business is not something new.” She noted that it had been adverted to in the 4th Supplemental Request, which led to the New Zealand proceedings at which David Wiltshire gave evidence.  Also, she referred to the occasions in his deposition in which he expressed concern to the court of “the time he spent in giving evidence.” [460]  At the end of his evidence‑in‑chief, in response to being asked whether he was “…willing to come to Hong Kong to give evidence”, the following exchange ensued between Ms Draycott and David Wiltshire :[461]

“ A. I don’t know. I suppose, I know it sounds quite mercenary but I’ve lost a lot out of all of this, ever this (sic) the Crafar went down. It’s cost me nearly my farm or my family. If people want to pay me to be there I’d come but I can’t just do it for nothing, I’m sorry.

Q. Well they’d certainly pay your expenses.

A. Well yeah, but it’s my time isn’t it.  I’m gonna lose three days now and I’m just a single businessman now I need to be where I’m earning my keep for my family and it’s just purely reality not mercenary at all.”

461.Having adverted to the reasons that David Wiltshire had articulated in his email dated, 18 February 2015, for declining to come to Hong Kong to give evidence, reconfirmed in the telephone conversation with Mr Leung on 24 August 2015, the judge said:[462]

“ Clearly, at the forefront of Wiltshire’s mind is the inability to attend to his farm business if he has to testify in Hong Kong. This is his prime concern and this is what prevents him from coming to Hong Kong.”

462.With respect, the reliance placed by Mr Fitzgerald on the observations of Heerey J in his judgment in Caterpillar Inc. v John Deere Ltd (No 2) is misplaced.  In that case, the judge was construing provisions of the Evidence Act, 1995 of the Commonwealth of Australia in the course of civil litigation.  Caterpillar Inc had brought proceedings against John Deere Ltd alleging infringement of an Australian patent relating to tractors.  John Deere Ltd denied the infringement and cross‑claimed seeking revocation of the Caterpillar patent, inter‑alia, on the ground of invalidity.  John Deere Ltd gave notice of an intention, pursuant to sections 63 and 64 of the Act, to rely on a previous representation of a Mr Grawey, previously employed by Caterpillar Inc. for 40 years, in a deposition made in proceedings in the United States of America.  Now, Mr Grawey carried on a consultancy practice, in which a very substantial part of his custom came from Caterpillar Inc.  In two letters, sent to Mr Grawey by solicitors acting for John Deere Ltd., he was invited to come to Australia to give evidence, it being stated that it would be the submission of John Deere Ltd that he be treated as a witness of Caterpillar and subjected to cross‑examination on behalf of John Deere Ltd.

463.As the judge noted, Mr Grawey was being invited to come to Australia “… presumably at his own expense, for the purpose of being cross‑examined by a company hostile to Caterpillar in a case in which that company is attacking the validity of a patent for an invention of which Mr Grawey is an inventor.”  Of those circumstances, the judge said “It is hardly surprising that Mr Grawey did not respond to this unappealing invitation.  (Also, were he to take legal advice it would be pointed out to him that Australian law does not permit a party to insert a witness into the opposing party’s case and then cross‑examine the witness.)” [463]

464.In addressing the issue of whether or not John Deere Ltd had taken all reasonable steps to secure Mr Grawey’s attendance at proceedings in Australia, so that he fell to be regarded for the purposes of section 63 of the Act as “not available” to give evidence, the judge posed the rhetorical question of what steps it might be assumed that John Deere Ltd would have taken to secure the attendance of an important American witness, but without preconceptions as to whether or not the witness might be cooperative.  In answering the question, the judge said:[464]

“ It could be expected that Deere would write to the witness asking if he or she would be prepared to come to Australia to give evidence and offering to meet all expenses and compensate for the interruption of his or her business, including payment of professional fees if appropriate.”

465.In determining that John Deere Ltd had not proved that it had taken all reasonable steps to secure the attendance of the witness, the judge noted that the steps outlined above had not been taken.  In those circumstances, given that the witness was to be taken to be available, the judge moved on to consider the provisions of section 64, which required regard to be had to whether “it would cause undue expense or undue delay, or would not be reasonably practicable, to call the person who made the representation to give evidence.”  The judge said that in assessing whether the expense was “undue” regard had to be had to, first the cost of securing the attendance of the witness, secondly a comparison of that cost with the value of what was at stake in the litigation and, thirdly an assessment of the importance of the evidence.[465] He said that no evidence was provided as to the first two matters, but that “his evidence seems important” and that the expense of bringing him from the United States would not be an undue expense.[466]

466.Clearly, the observations made by a judge in answering his own rhetorical question as to what might be expected of parties to patent litigation in Australia to secure the attendance of witnesses from outside that jurisdiction is of very little assistance to this Court in addressing the issue of whether or not the judge erred in determining that in all the circumstances, including the expense likely to be caused, it was not reasonably practicable to secure the attendance of David Wiltshire to give evidence in Hong Kong.

467.There is no doubt that, from the time that Ms Draycott informed the magistrate in the Preliminary Inquiry on 9 January 2013 that it was necessary to go to New Zealand to take the evidence of David Wiltshire, he evinced a sustained reluctance to come to Hong Kong to give evidence.  Equally sustained and repeated were the offers made by the prosecution to provide for the expenses of David Wiltshire travelling to Hong Kong to give evidence, namely airline tickets, hotel accommodation and a subsistence allowance.

468.Of the suggestion by Mr Fitzgerald that the prosecution had failed to explore the possibility of “financial compensation” to David Wiltshire, it is to be remembered that he was a witness of fact only.  He was not an expert professional witness, to whom the prosecution does pay professional fees for the giving of expert evidence.  In this jurisdiction, and in many other jurisdictions, witnesses of fact summoned to attend criminal trials are provided with modest witness expenses, but no more.  Those witness expenses are a standard, identical amounts paid to each such witness.  They are not tailored to the circumstances of the individual witness.  Mr Fitzgerald did not draw to our attention any authorities in which witnesses of facts had been provided with “financial compensation” for giving evidence in this or any other jurisdiction.

Conclusion

469.We are satisfied that the prosecution had done all that was reasonably required of it to seek to secure the attendance of David Wiltshire at trial in Hong Kong and that the judge was entitled to determine that she was sure that it was not reasonably practicable to secure his attendance in Hong Kong.

The absence of cross-examination on behalf of the 3rd appellant

470.In her ruling of 17 March 2015, the judge noted that it had been submitted by Mr Khosa on behalf of the 3rd appellant that unfairness enured to the detriment of the 3rd appellant given the fact that David Wiltshire had not been cross‑examined on his behalf.  She said that it was asserted that it was the 3rd appellant’s case that:[467]

“… the accounting records were not accurate and the profits were understated”

471.Subsequently, the judge noted that reliance was placed by Mr Khosa on submissions made by Mr Douglas Kwok in the Preliminary Inquiry that “the truthfulness of figures given to Mark King must be proved as a fact.  Mark King’s understanding of their truthfulness is quite another matter.” [468] Nevertheless, the judge went on to note:[469]

“ However, as a matter of fact, Wiltshire had testified on the point. The other observation which I make is that nowhere in the submission of Mr Kwok was any emphasis laid on the suggestion that Wiltshire had provided false or inaccurate information to King, thereby causing King to provide defective information to the 3rd accused.”

The evidence of Mark King in the Preliminary Inquiry

472.Of course, as noted earlier, by the time that David Wiltshire came to testify in New Zealand in October 2013, Mark King had already testified in the Preliminary Inquiry in Hong Kong.  That happened in January 2013, when he was cross‑examined by Mr Douglas Kwok, on behalf of the 3rd appellant.  Of that, the judge said:[470]

“ While it had been suggested to King that he would not know the accuracy of the information provided by Wiltshire, the main thrust of Mr Kwok’s cross‑examination was that the 3rd accused was preparing the accounts on the basis of asset acquisition, not business acquisition. In the course of the cross‑examination, it had never been suggested to King that as the information he received from Wiltshire was defective, the accounts presented by King and forwarded to the 3rd accused were therefore inaccurate.”

473.In cross-examination, Mark King said that in preparing financial statements for the CraFarms Group, he was required to try to ensure “that the correct position was being presented without full verification.  He confirmed that he was not in possession of “underlying books or vouchers” to verify the electronic accounts.[471]

474.The issue of the sale of cattle, impliedly at an undervalue, by the CraFarms Group to relatives of the Crafar family was canvassed.  Mark King said:[472]

“ There was an arm’s length transaction that did occur in in late May, early June 2008, relating to 1,500 cattle sold to Vision View out of the total number of cattle that were owned by the group of around … twenty-four and twenty-eight thousand.”

475.Mark King went on to testify that the cattle had been sold at $2,000 each.  That, of course, was a little above the price per cow described as the ‘Start price’ for 1 June 2008 in the “Dairy Cattle Account” for some of the farms in the Tab 11 accounts.  The effect of his evidence was to reject any implied suggestion that the sale had been at an undervalue.

The subsequent cross-examination of Mark King at the trial

476.Mark King gave evidence before the jury in January 2016, after the video recording of David Wiltshire’s evidence had been played and the exhibits adduced in that deposition put before the jury in December 2016.  In the course of cross‑examination on behalf of the 3rd appellant, Mr Khosa made good his reassurances to the judge, at the hearing on 16 October 2015, that he was able to canvass matters that he needed to raise sufficiently in cross‑examination of Mark King, “… so that I don’t need Wiltshire.”

Missing cattle

477.Of the respective ownership of cattle on the CraFarms Group farms, Mark King was cross‑examined about an attachment to an email which he had sent to David Wiltshire dated 13 June 2009 headed “Group livestock reconciliation, March 2009”.  He said that the stock count had been performed on about 31 January 2009 by PGG Wrightson’s, an independent body.  He said that of the approximately 30,000 cattle on the land, 19,893 were owned by the CraFarms Group.  The others were owned by third parties.[473] The reconciliation showed them to be a combination of milk sharers and Stockco.[474]

478.Of the fact that the Taharua and Nugen farms were stipulated in the reconciliation document to have no cattle, Mark King explained:[475]

“ Taharua was… I’m just not sure whether it was the tail end of the 2008 year, sold all of its livestock to a 50/50 share milker. So the cattle didn’t go anywhere, they stayed on the farm, and it purely changed its… the ownership of the cattle. Nugen was a moving target. They were buying-Nugen was buying farms with cattle. In order to finance them, they sold them, on sold them to Stockco, as is evidenced to the right‑hand side of that document. So the cattle were there, but the ownership had changed.”

479.Of the discrepancies, in the figures stipulated in the Tab 11 accounts, of ‘Livestock on Hand’, having regard to the ‘Start’ and ‘End’ tallies and the various means by which the stock was increased and decreased, Mark King said that cows “did come in” to the farms:[476]

“ The records of whose cows they were were quite difficult to ascertain. When I say whose cows, I mean in terms of which of the particular CraFarms Group entities they belonged to, because they would simply shift them to whenever (wherever?) there was grass to sustain them.”

480.In her summing up, the judge said that the upshot of Mark King’s evidence was that “…it would be a better indicator if one were to look at the overall number of missing cattle for the six CraFarms Group companies rather than each company in isolation.” [477]

481.In cross-examination, Mark King confirmed that the raw data sent to him electronically by David Wiltshire, from which he had prepared the accounts in Tab 11, was in the same “off‑the‑shelf accounting package” format in which the data had been provided to him subsequently for the 12 months period to 31 May 2009.[478] He confirmed that apart from the material sent to him by email the underlying books, invoices and receipts were not sent to him.  He agreed that he “would not be 100 percent sure” of the accuracy of the information sent to him.[479]  Earlier, in his evidence‑in‑chief, he said that the financial statements of the six individual farms in the Tab 11 accounts were prepared from the data provided to him by David Wiltshire, with whom he liaised to get satisfactory answers, and were as accurate as he could make them.[480]

Hiding profits

482.In cross-examination of Mark King, Mr Khosa raised with him the general issue of whether or not profits had been hidden in the accounts of the CraFarms Group.  First, he did so in the context of an email reply, dated 22 June 2009, by Mark King to the 3rd appellant in which the latter had sought clarification of the description “subvention payment due under current liability” in the accounts for 2007 for Hillside.[481]  In the email, Mark King had said that it was “A tax device to move the profit from Hillside Ltd to Plateau Farms Ltd.”  Mark King accepted in his testimony that it was a device to save tax, which was allowable in New Zealand law.[482]

483.Subsequently, the following exchange ensued between Mr Khosa and Mark King:[483]

“ Q. Any other way of devising, moving figures around, to reduce the profits?

A. Within the financial statements, no.

Q. And what about outside?

A.    The livestock was subject to taxation values, which is they (their?) value for taxation purposes only.  Not for the actual value.  It is a mechanism that is meant to standardise the value of livestock throughout New Zealand for taxation purposes.  Which is an adjustment that we weighed outside of the financial statements, in determining what the taxable income was.”

484.Finally, Mr Khosa canvassed with Mark King whether there was a policy within the CraFarms Group to maximise tax advantages by carrying across the Group losses:[484]

“ Q. My question is we see here that in 2006 and 2007…. The company as a group had lost quite a lot of money. At least on paper, they have lost a lot of money. My question is whether at that time there was a policy within the CraFarms Group to maximise the tax advantages by carrying across the group losses caused by the expansion?

…...

A.     Let’s call it the 2007 year, and leave 2006 out.  To my knowledge there was no specific policy of shall we say investigating (investing?) in capital items that were deducted or called operating expenses… But the reasons for the losses in this 2007 largely, I suspect, was a downturn at that point as well as in the dairy price and the cattle price, and the reason for each of those 3 companies showing a massive profit in 2008 was a massive increase in the dairy milk solids price, and the price of cattle.  It has not got a lot to do with any particular items of capital works trying to develop farms.”

No unfairness to the 3rd appellant

485.Finally, the judge determined:[485]

“ Therefore, having carefully examined all the relevant circumstances, including that it is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong; that cross‑examination had been conducted on Wiltshire by the 1st and the 2nd accused; the extent of the cross‑examination and the issues covered; that Wiltshire had already indicated in his evidence in chief that he might not attend the trial in Hong Kong; and that Wiltshire’s evidence is not of the be‑all and end‑all type, I am sure that no unfairness is likely to occur if this part of his deposition and the related documents exhibited thereto are admitted.

In arriving at this conclusion, I have not overlooked the fact that Wiltshire had not been cross‑examined by the 3rd accused.”

Conclusion

486.We are satisfied that the judge was entitled to come to the conclusion, having paid careful attention to all the relevant circumstances, that she was satisfied that “no unfairness is likely to occur” in the trial consequent upon her determination admitting parts of the deposition of David Wiltshire, other than those parts in which he spoke to the production of the business records.

The absence of expert evidence: gross profit for the year ended 31 May 2009

487.In the context of the prosecution case that the stipulation in the circular that the gross profit attributable to the Target Assets for the year ended 31 May 2009 was $92,520,000[486], and having regard to the 3rd appellant’s evidence that the related figures that he had provided to ShineWing were projected figures based on reasonable assumptions, Mr Fitzgerald submitted that the judge had erred in directing the jury:[487]

“ …the fact that there was no expert evidence adduced before you about how to assess the reasonableness of the changes is not material, for you are not here to examine such reasonableness.”

488.Mr Fitzgerald contended that first, it was necessary for the prosecution to establish that the figure was incorrect.  Clearly, he was suggesting that evidence was required to establish the correct figure before it could be asserted that the figure advanced in the circular was incorrect.

489.There was no dispute at trial that the 3rd appellant had been provided with the CraFarms Group historical accounts by Mark King.  Earlier, the judge had identified what she described as the “core issue”, arising from the evidence of the 3rd appellant namely:[488]

“ …whether Eric was or was not playing with the figures or merely using the projected 2009 UBAH accounts as a pretext, or as an excuse, to provide such false figures to defraud 462 and the stock exchange pursuant to the conspiracy he had with Jack Chen and May Wang, rather than about the actual changes he made to the CraFarms Group historical accounts…”

490.Of the prosecution case, the judge said:[489]

“…it may have already been clear to you that the prosecution, when going through with Eric detailed items and calculations of his accounts and the evolution of such accounts, were not seeking to attack, as such, the reasonableness of any adjustment which Eric said he had made in respect of his projected accounts.

The prosecution go further.  They say those were not projected accounts at all.  They do not accept that the changes made to the Tab 11 accounts were the result of Eric making adjustments to any projected accounts they say those were utterly false accounts.”

491.Of the defence case, the judge had said earlier:[490]

“ …if it might be the case that what Eric was doing at the time was to provide projected UBAH accounts based on the UBAH operation model, then the prosecution’s allegation that he had dishonestly provided false accounts pursuant to the conspiracy he had with Jack Chen and May Wang must fail.”

492.It was in the context of those directions, that the judge gave his direction that it was not material that there had been no expert evidence “…about how to assess the reasonableness of the changes… for you are not here to examine such reasonableness.” [491]

493.Then, the judge went on to emphasise, by repetition, the direction that she had given, which was entirely favourable to the defence:[492]

“ If you find it might be the case that Eric was making adjustments and providing projected UBAH accounts, there would be the end of the matter, for the prosecution would, in those circumstances, fail to prove the alleged false representation and, perhaps, the concealment as well. You need not go any further to examine whether such changes were reasonable or not in the dairy farming trade or industry.”

494.In the context of reminding the jury of the evidence of Reid Panaho, who had given evidence as an expert forensic accountant, the judge said that his opinion had been sought by ICAC to address the issue of:[493]

“ …whether the 2009 CraFarms Group profit and loss position for the 12 months ended 31 May 2009 presented by Natural Dairy to its shareholders in 2009… is a true representation of the CraFarms Group profit and loss position for that year when compared with the 2009 accounts actually prepared and signed off by the CraFarms Group accountants.”

495.Of the position taken by the defence, the judge said:[494]

“ ….each of the three accused is saying that Eric’s figures which were transferred onto the circular at appendix 2 were not intended to and did not represent the 2009 CraFarms Group figures.

Instead the defence case for each of the accused is that Eric’s figures were projected figures only, based on reasonable adjustments made by Eric to the CraFarms Group historical figures as if the target assets had already been injected into UBAH during the period in question and will run in a different way from that of the CraFarms Group.

Therefore each of the accused says once the appendix 2 figures are examined in their proper context and once the background and the presentation of Eric’s figures are properly understood, the exercise or the comparison which Panaho was asked to conduct is not of use because the appendix 2 figures were never intended to represent the actual accounting records of the CraFarms Group.”

496.Next, the judge said:[495]

“ …you may find that a direct comparison of Eric’s accounts with the tab 11 accounts is bound to result in differences. So the differences themselves may not be of much importance, but rather why there were such differences.”

497.Then, the judge returned to what she had identified at the outset as the core issue, namely:[496]

“ …might it be that the differences were the results of the adjustments made by Eric in his preparation of the UBAH projected accounts. If so, the prosecution had failed to prove the alleged false representation concerning such financial information. Or are you sure after considering all the evidence that the differences were the result of a false representation made dishonestly pursuant to the alleged conspiracies and that the claim of making adjustments was only put forth as an excuse to inflate the profit in order to paint a rosy picture for 462 and/or its shareholders in order that approval for the acquisition would more readily be given.”

498.As the judge reminded the jury, there was no dispute that there were differences between the figures in the accounts provided by Mark King to the 3rd appellant and the figures provided by him in the accounts supplied to ShineWing.  Again, as the judge reminded the jury, the issue was whether or not the 3rd appellant was “playing with the figures”, so that the figures that he provided were “utterly false accounts”.  Or, were the figures the result of the 3rd appellant making adjustments and producing projected accounts to ShineWing?

Conclusion

499.In that context, we are satisfied that the judge’s direction was correct.  It was not necessary for the prosecution to adduce evidence that the figure stipulated for the gross profit for the year ended 31 May 2009 of $92,520,000 was incorrect, in particular by establishing in evidence the ‘correct’ figure.  As the judge had suggested to the jury rhetorically, the real issue was why there was a difference between the figures provided by the 3rd appellant to ShineWing compared with the figures provided to him by Mark King.

The judge’s failure to give a good character direction in respect of the 3rd appellant

500.Mr Fitzgerald criticised the judge for failing to afford the 3rd appellant the benefit of a good character direction.  He drew the Court’s attention to the fact that first, it was an admitted fact that:[497]

“ So far as the prosecution knows, Eric Yee has no previous criminal convictions save that in 1989, he was sentenced to 3 years’ probation in Singapore for unrelated offences.”

501.Further, the Singapore authorities regarded the 3rd appellant as a person with no criminal record and had issued a certificate to that effect for use in the trial.[498]

502.Mr Fitzgerald also relied on the 3rd appellant’s qualifications and employment record, emphasising the 3rd appellant’s evidence of having a hard‑earned reputation amongst the banks and financial institutions in New Zealand.[499] In those circumstances, Mr Fitzgerald submitted that, having regard to the fact that the 3rd appellant’s wrongdoing was historic and of a dissimilar nature, in light of the 3rd appellant’s positive evidence of how he had conducted his adult life, the judge was in error not to have afforded the 3rd appellant at least a qualified direction of good character, given that the 3rd appellant had no convictions for dishonesty.  That was relevant to his credibility.

503.In support of his submissions Mr Fitzgerald relied on the judgments of the House of Lords in R v Aziz [500], the Court of Appeal of England and Wales in R v Gray [501] and the Court of Final Appeal in Tang Siu Man (No 2) v HKSAR.[502]  The Court was invited to note that in his judgment in Tang Siu Man (No 2) v HKSAR Litton PJ noted that in practice both limbs of the good character direction were given by trial judges on mere absence of previous criminal convictions.  He went on to say:[503]

“…‘absence of previous convictions’ is a concept indulgently construed by trial judges. One or two minor offences, not related to the charges in question, may be overlooked. A string of offences, even though unrelated, will begin to strain against common sense in the context of “good character”. The judge’s margin of assessment is wide in this area.”

504.At the outset it is necessary to give factual context to the issue.  An admitted fact, dated 25 September 2015, was filed with the Court before the commencement of the trial stating that each of the three applicants “has no previous criminal convictions and is of clear record”.  However, subsequently information came to light which prompted the prosecution to apply to the judge to withdraw their admission in respect of all three appellants.  Oral argument ensued prior to the empanelling of the jury.[504]

505.In respect of the 3rd appellant, an old newspaper cutting had come to the knowledge of the prosecution indicating that, at the age of 18 years, he had “pleaded guilty” to three charges under the Singapore Penal Code and that a fourth charge was “taken into consideration”.   According to the newspaper report, these offences involved “the use of force to restrain and molest four teenage girls” causing two of them “to lose their virginity”.  Further, the 3rd appellant was sentenced to 3 years’ probation on account of his “paranoid illness”, which had been brought about by a prolonged period of stress at school.

506.In face of that article, the judge having raised the basis on which the admitted facts were advanced, counsel for the 3rd appellant, Mr Khosa, informed the judge that the 3rd appellant neither confirmed nor denied the truthfulness of its content.  Mr Khosa said that the 3rd appellant had “no recollection” of those past incidents.[505]  For her part, Ms Draycott described that position as “incredible.” [506] Whilst she accepted that Mr Khosa had acted on instructions, she said that the assertion previously made on behalf of the 3rd appellant that he had no previous criminal convictions was “dishonest” and “disingenuous” [507].  The judge reserved her ruling on the application and did likewise in respect of applications made in respect of the 1st and 2nd appellants.

507.In a written ruling, dated 15 January 2016, the judge allowed the prosecution to withdraw their admission in respect of the character of all three appellants [508]. Of the 3rd appellant, the judge said:[509]

“11. More recently, Mr Khosa brings to the attention of this court that the 3rd Accused has now got a document from the Singaporean authority which says that he does not have any conviction record. When asked, Mr Khosa says that the 3rd Accused still maintains that he cannot now remember whether he has been convicted in Singapore before.

12.    ….. According to Ms Draycott, the information which the prosecution are able to obtain informally indicates that because the 3rd Accused was put on probation in respect of the offences reported in the newspaper, no formal conviction record was entered. In other words, Ms Draycott does not accept that the 3rd Accused has not been convicted before although there may not be a formal record in respect of the conviction.”

……….

23.    ….. I take the view that if, according to the 3rd Accused himself, he cannot remember whether he has been convicted in Singapore or not, then it must follow that he is not able to say in the affirmative that he has never been so convicted.  If so, I do not see any basis for the 3rd Accused to put this forth as a ‘fact’ and to ask the prosecution to admit the same.” [Italics added.]

508.At the conclusion of the 3rd appellant’s evidence, which represented the conclusion of the defence case, Mr Fitzgerald for the 1st appellant invited the judge to give a good character direction.[510]  For his part, Mr Khosa for the 3rd appellant simply said that he had nothing to add to the submissions.

509.Then, the judge ruled:[511]

“ On the question of whether I should give a good character direction to the jury I have carefully considered counsel’s submissions and the relevant authorities.

Now having considered and assessed the material in respect of all the accused including the admitted facts, I do not consider it appropriate to give any good character direction in respect of any of the accused.

Briefly for the 2nd and the 3rd accused, they have offended in the past and they do not belong to the absence of previous convictions category.  Although the offences they committed are not identical with the present allegations I still find it inappropriate to give any good character direction in respect of these two accused.”

510.In Hong Kong the law in respect of the circumstances in which it is appropriate for a good character direction to be given to the benefit of a defendant to trial is set out in the judgment of the majority in the Court of Final Appeal in Tang Siu Man v HKSAR.  In the judgment of the majority, given by Litton PJ, a comprehensive review of the authorities was conducted.  Then, he articulated a series of conclusions, including:[512]

“(1) There is no need in this jurisdiction to impose the Vye and Aziz regime on trial judges. The regime has not been demonstrated to work well in other jurisdictions.

(2) Where positive evidence of good character has been adduced and nothing discreditable concerning the defendant has emerged, a summing-up which fails to give a full Vye direction – and if needs be something more – might well render the summing-up unbalanced and unfair.

(3) .......... trial judges have often in practice given both limbs of the good character direction on mere absence of previous convictions. They will doubtless continue to do so in the future ……….

(4) ‘Absence of previous convictions’ is a concept indulgently construed by trial judges. One or two minor offences, not related to the charges in question, may be overlooked. A string of offences, even though unrelated, will begin to strain against common sense in the context of ‘good character’. The judge’s margin of assessment is wide in this area



……….

(6)    At the end of the day, the summing-up will be looked at by the appellate courts to see if it is fair and balanced.  That is the ultimate test.”  [Italics added.]

511.As noted above, in circumstances where the defendant has a criminal conviction, but it is for a minor offence(s) unrelated to the charge faced by the defendant at trial, a judge enjoys a wide margin of assessment in the exercise of her discretion in determining whether or not to give the defendant the benefit of a good character direction.  Here, there was no dispute that the 3rd appellant’s conviction was for an offence unrelated to the offences of dishonesty alleged against him in the indictment.  Whilst some judges might have been prepared to give the 3rd appellant a good character or partial good character direction, we cannot say that the judge erred in the exercise of her discretion in determining not to give the 3rd appellant the benefit of any direction in respect of good character.

Unfair/unbalanced summing up

512.All three appellants submitted that the judge’s summing up was either unfair or unbalanced.

The 1st appellant

513.For the 1st appellant, Ms Montgomery submitted that the judge’s summing up was unbalanced (Ground 4 of the 1st appellant’s grounds of appeal.)  It should be noted, however, that Ms Montgomery did not specifically address this ground of appeal in her oral submissions, although some of the points made by this ground were referred to in her submissions on other grounds of appeal.  The way she put the matter on the second day of her oral submissions was that it was “the overall impact of the fairness of the summing‑up” that should arouse this Court’s concern.  However, she accepted, of the examples of imbalance particularised in this ground of appeal, that “one of these on their own, almost certainly would not be sufficient.  All of them together in the context of the legal errors … identified render this an unstable conviction”.

514.We do not accept, when looked at as a whole at the end of a very long and complex trial, that the summing up was unbalanced.  Bearing in mind that the 1st appellant (and for that matter, the 2nd appellant) did not give evidence before the jury as to their dealings and state of mind at relevant times, we consider that the judge more than adequately set out the respective cases of the parties and the evidence which related to them.  She was entitled to make comments on that evidence, provided she made clear, as she frequently did, that all findings of fact were for the jury and the jury alone.  As it was, any comments she did make were properly grounded and balanced.

515.We have already held in addressing the issue One conspiracy or two?, that this was not a case which called for a Kevin Brown direction, nor was it necessary for the jury to be told that at least two of the defendants had to agree on any one particular misrepresentation.  Yet, these directions were given by the judge and, we assume, applied by the jury.  Such directions can hardly be said to be unfair to the appellants.  It will also be clear that we do not accept the alleged legal errors, which are said to provide the context for the particulars of alleged imbalance.

516.Although Ms Montgomery did not specifically address Ground 4 in her oral arguments, either during her main submissions or in reply, we do not accept the complaints she did make when she touched on matters identified in this ground during other parts of her oral arguments.  One repeated criticism, for example, was that the judge failed to deal separately and properly with the issue of the 1st appellant’s subjective dishonesty (or lack of it).  She argued that it was his case, notwithstanding, we must observe, that he did not give evidence on the matter, that “he had not understood the CSA had any continuing relevance” to the 462 acquisition.  The judge’s direction on this matter was as follows [513]:

“ Now, your attention has been drawn to the fact that the November 2008 consultancy agreement, which had a provision for the payment of commission by CraFarms Group had already expired before the 462 acquisition because that was dated November, so three months will take us to February.

Your attention has been drawn to the expiry date of that agreement and that there was no provision for the payment of any commission under either the 462 S&P signed with UBTL or under the farm agreements signed by UBFM with the CraFarms Group. Remember your attention was also drawn to those two documents.

Therefore, the commission agreement that was signed by Jack Chen, May Wang and Barry Fraser on 3 October 2008, it has been emphasised to you that that agreement, the commission agreement, simply had nothing to bite on for it was a commission sharing agreement, not an agreement providing in itself for any payment of the commission, so without any agreement which provided for the commission to be paid - that is, with the consultancy agreement having expired, with the 462 S&P not making any provision for commission payment and with the farm agreements not making any provision for commission payment, then the defence say there was simply nothing there for the commission sharing agreement to bite on and the commission sharing agreement has simply expired and/or had no effect and/or had no application on the 462 acquisition.

Members of the jury, perhaps you may wish to also examine Fraser’s evidence in the context in which the agreement was signed; that is the agreement itself was dated 3 October 2008. No expiry date was set in the agreement itself. We have looked at that - no expiry date was set out in the agreement itself.

At that time, the farm agreements UBFM had with CraFarms Group were not yet in place. Neither was 462’s S&P. You could see the references to “commissions payable by the vendor and investors (if any)”, all those references being made in the commission agreement.

What you make of this agreement is a matter for you. Was it an agreement signed by the parties dealing with the then situation? Or was it an agreement looking to the future concerning the sharing of any commission when received, whether coming from the vendor, that is the CraFarms Group in this case, and/or from the investors, if any, using the term in the agreement? It is a matter for you.

What was the mind‑set of Jack Chen if you find this to be a relevant consideration in respect of the agreement around the time of the 462 acquisition?  In this connection you would recall Fraser referring to another signed consultancy agreement dated July 2009, which I shall come to in a minute.  There was also Wiltshire’s evidence about the consultancy agreement having been renewed, although he could not remember it having been renewed once or more than once.”

517.Contrary to Ms Montgomery’s contention, we regard this set of directions as unimpeachable and fairly setting out the respective issues as between the 1st appellant and the prosecution as to the 1st appellant’s state of mind concerning the CSA.  Later, the judge, correctly in our view, put the issue of the 1st appellant’s purported understanding of the CSA fairly before the jury in these terms [514]:

“ … might it be that Jack Chen took the position or had the understanding that the agreement was in relation to a wholly different matter?

Or, might it be the case that Jack Chen thought the agreement had already expired and/or had no application to the 462 acquisition?”

518.Furthermore, no criticism is made of the judge’s general directions on dishonesty, which were set out at the beginning of her legal directions in her summing up.[515] The directions to which we have just referred concerning’s belief as to the non‑applicability of the CSA must also be seen, therefore, in the context of her impeccable general directions on dishonesty.

519.As an adjunct to the complaint about the way the judge directed the jury as to the 1st appellant’s state of mind concerning the CSA, Ms Montgomery also made particular criticism of the judge for advancing a theory derived from an email sent from the 1st appellant to Barry Fraser on 16 September 2009 [516], which appeared to suggest that he thought the CSA was still subsisting.  The email, which the judge recited to the jury, reads as follows:

“ Barry,

There was obviously a mistake of the so‑called document which was signed by me, and as you know, my English capacity is very poor. I do need someone to help understand English at all time. My understanding was that the one I signed should be for some other transactions in general. I wish you and May to discuss this matter further.

Sincerely,

Jack”

520.The judge then continued in respect of this matter [517]:

“ So the email was dated 16 September 2009. … By that time UBFM and the CraFarms Group had already signed the farm agreements, and by that time 462 had already signed the S&P with UBTL having UBFM as the warrantor. Also, by that time, the original consultancy agreement signed by the CraFarms Group dated 17 November 2008, which provided for the payment of commission, had already expired.

In these circumstances you may think if it was Jack Chen’s understanding that the commission agreement or the commission sharing agreement was something in the past which dealt with a totally different matter, and/or had already lapsed and/or had no application to the 462 application, then Jack Chen would naturally take it that there was no longer any need to deal with the agreement to share commission. If so, you may think they would simply be no need for Jack Chen to tell Barry Fraser that he had misunderstood the agreement and that he wished Fraser and May to discuss the matter further for there was nothing to discuss given that the CraFarms Group deal had already come to a conclusion with 462’s acquisition which would not trigger any payment of the commission or the sharing of any such commission.

On the other hand, and from another perspective, you may think that irrespective of the validity or application of the commission sharing agreement to 462’s acquisition, given that Jack Chen himself had once been the co‑chairman of 462 and had just resigned from that post, Jack Chen may be eager to clarify his position with Barry Fraser about the agreement or about the commission matter in order that there be no confusion and no misunderstanding.

Yet further, perhaps at the end of the day you may think that what is more important is the relationship Jack Chen had with May Wang over the acquisition of the farms and Jack Chen’s state of mind as to the possible receipt and sharing of the commission in respect of the 462 acquisition rather than the precise terms of the commission agreement.

Or you may think that such terms were important as they were indicative, if not determinative, of Jack Chen’s state of mind concerning the sharing of commission with respect to 462’s acquisition.

How you would like to approach the evidence and whether you find these matters important or unimportant are entirely matters for you.  You are the sole finders of fact.”

521.With respect, we do not accept that the judge should be criticised at all in respect of this direction.  The email from the 1st appellant was before the jury and, regardless of whether the prosecution chose to make any point about its concluding sentence, it was there for the jury to read. The judge was entitled to comment, which she immediately balanced by advancing an explanation favourable to the 1st appellant.  This was an approach she invariably adopted whenever she commented on the evidence.

522.Although Ms Montgomery did not specifically address Ground 4 in her oral submissions, she did, as we have just demonstrated, advert to certain complaints of imbalance in the course of advancing her other substantive grounds of appeal.  Moreover, a number of matters cited in this ground have been dealt with in the context of other substantive grounds of appeal by the parties before us.  Given the length of this judgment, and the fact that Ms Montgomery acknowledges that individually her complaints on imbalance would not unsettle the convictions, we do not intend to deal with each matter she raises, in a ground spanning some four pages of text, seriatim.

523.Suffice it to say that we do not accept that the summing up was unbalanced, or unfair or that the 1st appellant’s defence was not clearly and adequately placed before the jury.  Despite the absence of his own evidence, the jury were fully and fairly directed as to his defence.  There is no merit in this ground of appeal.

The 2nd appellant

524.Under the same generic heading of unfair or unbalanced summing up, the judge is, as per Mr Winter’s Ground 9, criticised for failing to sum up certain matters to the jury. 

525.Some of these matters, or assertions, such as that the representations concerned were true and Listing Rules-consistent (Ground 9(i) to 9(iii)), we have dealt with in other parts of this judgment.  They very much determine the correctness or otherwise of the particulars of the charges in this case.  As can be seen, our conclusions are such that the judge was absolved of any need to discuss them in her summing up.

526.What remains are the assorted points that make up the rest of the ground (Grounds 9(iv) to 9(vii)). They are, it is said, matters that could impact on the jury’s finding of whether there was any agreement to cause, or risk causing, economic loss to 462 by dishonest means, namely:

(a)     Although not in exact figure, Katherine Chan was aware that the 2nd appellant was making a profit out of the onward sale of the farms; she admitted so.

(b)     At NZ$500 million, the onward sale of the farms to 462 had not been proved to be at an overvalue; the profit made by the 2nd appellant was hence not unlawful.

(c)     462 was made privy to the Tab 11 figures; it was aware that the farms were making a loss.

(d)     The announcement and/or circular had made it clear that the relevant accounts were based on projections; that 462 was prepared to pay for those farms at a 50% premium over valuation only because of the farms’ future profitability; and that, because payment was to be made in convertible notes, UBTL would receive the purchase price of NZ$500 million only if the acquisition caused 462’s share prices to rise to a corresponding level.

527.Next, as per his Ground 11, Mr Winter submits that the judge had failed to address the prejudicial effect of what the prosecution had said in its speeches.  For example, the prosecution is alleged to have unfairly and without any evidential basis opened its case on the following premises:

(a)     The “modus operandi” of the 1st and 2nd appellants was to “acquir[e] things they could not pay for, using somebody’s else’s money to pay for them, then selling them and keeping the difference.”

(b)     Such conduct had led to the 2nd appellant’s leaving New Zealand in October 2010.  She had gone bankrupt as a result of using the same method to look for farms to buy.  She left the country to avoid creditors and examination by her liquidators

(c)     At NZ$500 million, the farms were sold to 462 at an inflated price because the farms were in bankruptcy.

(d)     The use of Knight Coldicutt in New Zealand was part of the alleged frauds because the same firm of solicitors also acted for UBFM in its farm acquisition.

(e)     The Convertible Notes A and B “meant that for every dollar – the convertible note would pay 2.5 for every dollar of the purchase price …… [the 2nd appellant] would be able to cash in her shares at the price of $2 and $2.50 instead of the price of $1.”

Likewise, the prosecution is alleged to have wrongly accused Knight Coldicutt and ShineWine of complicity in the alleged frauds in its closing speech. 

528.The prosecution is also said to have ignored the detail of the announcement and circular which, on a close reading, would explain: the limited basis of the financial information contained; the true reason behind the acquisition being the possible future value of the farms; and why the acquisition consideration and underwritten risk had ruled out for 462 any possible economic loss.

529.Under Ground 12, it is complained that the judge “spent the best part of two days summing up the prosecution case; failed to mention [the 2nd appellant’s] case; and then after the wholly exceptional intervention of defence leading counsel spent perhaps two minutes summing up [the 2nd appellant’s] case”.  In particular, it is said that the judge should have but nevertheless failed to remind the jury that:

(a)     462 knew the 2nd appellant to be just a middle-person, and that all the money needed to pay for the farms actually came from 462, yet 462 went ahead with the acquisition.

(b)     There was no evidence that the onward sale of the farms to 462 was at an overvalue.

(c)     The 2nd appellant had made it known to ShineWine that the figures in the relevant accounts were hypothetical; the circular was equally clear on that point.

(d)     The terms of the transaction were such that the 2nd appellant had underwritten 462’s risk.  There was no question of any loss occurring.  462’s value upon acquisition would equal the amount that it was paying for the farms.

(e)     The 2nd appellant was not party to the terms of either the announcement or the circular.

530.To the above grounds Mr Winter has seen fit not to lend any oral supplements.  He was content to rely on his written skeleton arguments.  To them all, however, we have given due consideration and are drawn to the following observations.

531.The amount of overlapping in these grounds is the first thing we notice.  Repeatedly, the same points are rehearsed under the various guises of alleged unfairness by the judge and/or prosecution.  Otiosity aside, this approach does little to focus one’s mind on the crucial question of whether some or all of these areas were central to the defence case.   

532.Of the topics mentioned, the following are undoubtedly important, which is why they have been identified for separate discussion in different parts of this judgment, namely: Katherine Chan’s supposed involvement in UBFM’s purchase of the farms from their original owners; the concealment or otherwise of Tab 11 from 462’s accountants; the 2nd appellant informing ShineWine that the figures she provided would be projection‑based; and the way in which the Appendix II accounts were prepared, versus what was said about them in the circular.  Significantly, we have found the defence assertions in these areas to be either questionable or that they had been left squarely with the jury, or both.

533.The same centrality or importance cannot be ascribed to the rest of the points, which the judge is now criticised for omitting to highlight to the jury.  Take the question of 462’s underwritten risk cum payment by convertible notes only as an example. Even if what Mr Winter submits as to the financial mechanism of the deal is correct, it is still not an answer to the allegation of fraud as it was pleaded in the indictment.  On the contrary, if 462’s share prices did go up, as they were no doubt expected to do immediately after the acquisition, the 2nd appellant would be in a position to cash in her shares and benefit from her and her co-conspirators’ scheme.   

534.In short, while we appreciate that some benefit in the most general sense may be derived from matters that might show the 2nd appellant in a good light, such as that she had underwritten 462’s risk, we do not think the judge was obliged to refer to them in her summing up.  In a case of this length and complexity, the presiding judge must be allowed considerable leeway as to what factual matters he or she may revisit; in order that the jury may be assisted, not confused. 

535.On what the prosecution had said of the 1st and 2nd appellants’ past activities, the respondent is correct that the term “modus operandi” was never used [518]. The respondent is also correct that the prosecution’s remarks were based on Yip Kean-mun’s evidence, the 2nd prosecution witness whose line of work was to help clients to raise funds on the stock market, and who was approached by the 1st and 2nd appellants to do the same in a number of past but fruitless proposals.[519] This forms part of the background of the case and is not unduly prejudicial.

536.It was an admitted fact that the 2nd appellant was a bankrupt, and that she was subsequently convicted in New Zealand for leaving the country with intent to evade her liquidators.  What is not accurate is that the prosecution had linked her bankruptcy to the way she had tried to make money, which was neither illegal nor uncommon.  That is the conclusion we have reached after reading the prosecution’s opening.[520] We agree with the respondent that the financial situation of the 2nd appellant was relevant.

537.We do not agree that the prosecution had accused others not named in the indictment of fraud.  What counsel said of Knight Coldicutt was that it had subjected itself to a conflict of interest, an observation that was supported by documentary evidence. Moreover, that observation was made in the course of censuring the 2nd appellant, not the New Zealand law firm, for lying about it in a subsequent SEHK enquiry.[521]  The mention that Knight Coldicutt might have released NZ$51.6 million of escrow money without authorisation does not add weight to this complaint.[522]

538.Regarding ShineWine, all the impugned remarks are in relation to Andy Wong appellant .[523] However, what the prosecution said, or repeated of this witness’ evidence,[524] was that he had “let [the figures] through in a rush at the end”.  “But it’s not up to Andy to police them”, counsel added.  She said, “He doesn’t know how they have changed the accounts.  He’s asked for an explanation.  He’s been given one …… It’s not up to him to decide whether the answer is true.  He’s not saying whether the figures they’ve produced were correct, he’s simply just saying that the answer seems fine to him.  He doesn’t even know what the original figures were or the adjustment that were made.”  One possible cause of this problem, counsel surmised, was that “Doris and William and Carl [had] either left ShineWine or [gone] on holiday or were taken off the project before it concluded, certainly before the question was ever answered.”  Admittedly, the prosecution had more than once described Mr Wong as “extraordinary” and “defensive”, but that is a long way from saying that he was knowingly involved in the alleged frauds.

539.In sum, there is no merit in the generic ground of unfair and unbalanced summing up insofar as it concerns the 2nd appellant.

The 3rd appellant  

540.For the 3rd appellant, Mr Fitzgerald submitted that the judge had failed to give a fair and balanced summing up.  The complaints were made, inter‑alia, in respect of her directions to the jury in respect of the evidence of Andy Wong, Doris Yiu and William Li and as to the significance of the fact that no expert evidence had been adduced of the “correct figures of the gross profits of the target assets” for 2009 were the subject of separate substantive grounds of appeal, which have been addressed at length earlier in this judgment.

541.The complaint that the judge failed to point out to the jury the significance of the evidence of Carl Kwok that “ShineWing team were in possession of the contact list of owners and staff of the New Zealand farms” was not particularised in any way whatsoever or made the subject of either oral or written submissions.  Similarly, the generic complaint that the judge had failed “…generally to provide any adequate directions on the use the jury should make of the evidence which tended to undermine central tenets of the prosecution case” remained wholly unparticularised and unsupported by written or oral submissions.

542.In the submissions made to the judge at the end of the 3rd day of her summing up, a subsidiary matter raised by Mr Khosa was the evidence that ShineWing was in possession of a contact list of the CraFarms Group directors and employees, “I don’t know whether you wish to include the fact that because we have mentioned to the jury that Kevin ‑ about visiting the farms he said he didn’t have it, the fact that they were in possession of the contact list, although, my Lady, you did mention that they said they could have contacted Stretton’s if they wanted.  I’ll leave that, my Lady, in your hands.” [525]

543.In his closing speech to the jury, Mr Khosa had reminded the jury of the undisputed evidence of Carl Kwok that there was an electronic record at ShineWing of contact numbers of the CraFarms Group Management team and Directors and the individual farm managers, which matched an attachment to an email sent by David Wiltshire to the 3rd appellant dated 12 June 2009.  The short point that Mr Khosa made to the jury was that this illustrated that the 3rd appellant was being transparent with ShineWing.[526]

544.For her part, the judge did not remind the jury of that evidence.  That is not surprising.  It was a forensic point of little significance in the case overall.  On the other hand, the judge did trouble to remind the jury of her earlier direction that they might wish “…to take account of the arguments presented to you by counsel when they addressed you in their closing speeches”.[527]

545.We are satisfied that that was an entirely appropriate way in which to deal with the matter.  In a summing up, the judge is not required to repeat all the minute points made in speeches by counsel.  It is the judge’s role to identify to the jury the issues and the evidence of significant relevant to those issues.

546.It beggars belief that this ground was advanced in support of the submission that the judge’s summing up was unbalanced and unfair.

547.We do not accept that the summing up was in any way unbalanced or unfair to the 3rd appellant. There is no merit in this ground of appeal.

Count 3

548.Clearly, by their verdict in respect of Count 2, the jury was satisfied that the 1st appellant was a party to the conspiracy to defraud 462.  There was no dispute that the 1st appellant dealt with the CN‑C monies, namely $73.7 million, which was a very large part of the $85,287,011 stipulated in the Particulars of Offence of Count 3.  The issue was, as the judge directed the jury, if the jury found Count 2 proved against the 1st appellant, were they “…sure that Jack Chen indeed knowingly dealt with the CN‑C money, 73.7 million” [528], in particular that “at the time of the dealing he did know that such money was represented the proceeds of the 462 conspiracy”.[529]  There was overwhelming evidence that was the case.

Conclusion

549.Accordingly, for the reasons we have given, we refuse the applications for leave to appeal against conviction of the 1st and 2nd applicants, whom we may have described as the 1st and 2nd appellants in this judgment, and the renewed application for leave to appeal of the 3rd appellant. Finally, we dismiss the 3rd appellant’s appeal.

Postscript

550.Before concluding this very lengthy judgment, we wish to pay tribute to the judge’s conduct of the trial in the lower court.  In the period prior to trial, August 2014 to October 2015, the judge was called upon to conduct multiple interlocutory pre‑trial hearings, in consequence of which she gave many rulings.  The trial itself lasted 107 days and was conducted in the period from 2 November 2015 to 6 June 2016.  It is clear, from the very extensive transcript available to this Court, that throughout those proceedings the judge sought to require the parties to focus on the real issues arising in the case.  She was a model of judicial impartiality.

551.The observations that differently constituted divisions of this Court made in the recent judgments in HKSAR v Wiwik Lestari [530] and HKSAR v Tse Hin Yeung [531]are apposite to the conduct of this appeal.  In the former case, the Court said:[532]

“ Counsel are reminded that their duty in a criminal appeal to the Court of Appeal is not to settle grounds of appeal unless they consider that the proposed appeal is properly arguable.[533] It is not the function of counsel to settle as many grounds of appeal as he or she can possibly think of regardless of whether they are realistically and properly arguable, as though the number of grounds is some sort of indicator of their ability or industry.”

552.Practice Direction-4.2 ‘Criminal Appeals to the Court of Appeal’ stipulates:

“5. Where solicitor or counsel settles grounds of appeal, it is his duty to ensure that-

(a) (i) grounds are only put forward where he is satisfied himself that they are arguable; it is not his duty to perform grounds merely because the appellant wishes him to do so;

(ii) grounds are not put forward unless they are “reasonable”, that is, they afford some real chance of success;”

553.In HKSAR v Tse Hin Yeung, this Court reiterated its concern “…about a prevailing culture among certain appeal counsel of averring that there was an unfair and unbalanced summing up almost as a matter of routine in any set of grounds of appeal against conviction, regardless of its merits”.[534]

554.Regrettably, the concerns of this Court expressed in those judgments resonate with the multitude of grounds of appeal advanced on behalf of each of the three appellants.  It is all the more regrettable where appellants have had, as in this case, the advantage of being represented by leading counsel, who are expected to focus and distill arguments and bring discipline to grounds of appeal so that they and the Court can concentrate on the real and important issues on appeal, instead of swamping the Court with inconsequential argument and material that serves to obfuscate and distract and ultimately risk defeating that objective. We saw little evidence of focus, distillation and discipline from the appellants’ leading counsel in this case.  With great respect, this Court expects better of leading counsel.  Given our views about the way the arguments were handled in this case, it is hardly surprising that this appeal took an astonishing 10 days to complete.

(Michael Lunn) (Andrew Macrae) (Derek Pang)
Vice President Justice of Appeal Justice of Appeal

Ms Charlotte Draycott, SC, Counsel on fiat and Ms Joycelyn Ng, SPP (Ag) (18 – 21, 24 – 25, 28 and 31 July 2017), of the Department of Justice, for the respondent.

Ms Clare Montgomery, QC, Mr Benson Tsoi (18 – 21 and 24 – 26 July 2017) and Ms Adela Mao (27 - 28 and 31 July 2017), instructed by Boase, Cohen & Collins, for the 1st applicant.

Mr Ian Winter, QC, Mr Graham Harris, SC, Mr Lee Shu Wun and Ms Emily Yu, instructed by Haldanes, for the 2nd applicant.

Mr Edward Fitzgerald, QC, Mr David Khosa and Miss Yasmine Zahir, instructed by Hobson & Ma, for the 3rd appellant.

Annex A

The application of the 2nd appellant to adduce evidence in the appeal

1. On 28 July 2017, at the conclusion of the address of Ms Draycott for the respondent and before the replies of the appellants, the Court refused to receive evidence, which came from unused material, sought to be adduced by Mr Winter on behalf of the 2nd appellant, pursuant to section 83 V of the Criminal Procedure Ordinance, Cap. 221.

2. The application came to be made in the following circumstances. In the course of his submissions on 19 July 2017, Mr Winter took the court to contemporaneous documentation, including emails, adduced into evidence at the trial which he submitted undermine the credibility of Katherine Chan (PW1), in particular that she had been told and that she believed that the 2nd appellant was the owner of the farms to be acquired by 462.  He said that, on the contrary, this evidence demonstrated that “462, PW1, working together with D1 and D2, together acquired the farms into D2’s companies.”  He submitted that emails between various parties in respect of the engagement of Knight Coldicutt as lawyers to act for 462 in the acquisition of the farms supported the contention that Katherine Chan and 462 knew that Knight Coldicutt was also acting for the 2nd appellant in her purchase of the farms.  He submitted that in those circumstances it was clear to Katherine Chan and 462 that the 2nd appellant did not own the farms.

3. Mr Winter acknowledged that the emails on which he now relies, whilst available to those representing the 2nd appellant at trial, had not been used in cross‑examination of Katherine Chan.  Indeed, it was not suggested to Katherine Chan on behalf of the 2nd appellant that she knew that Knight Coldicutt was acting for both 462 and the 2nd appellant in the acquisition of the farms.

4. On the other hand, the issue of whether or not that was the case had been canvassed in cross-examination on behalf of the 1st appellant. Moreover, Katherine Chan had been cross‑examined on some of the very emails on which Mr Winter now sought to rely.[535]  In that exchange of emails, which was sent to multiple parties including the 2nd appellant, in an email dated 11 May 2009 Kerry Knight expressed his thanks for instructions that he had received and said “We will send an engagement letter tomorrow.”  In an email reply to the multiple parties, dated 13 May 2009, Katherine Chan informed Kerry Knight that she had given instructions to her staff to wire US$10,000 to him as a retainer and that “the signed engagement letter will be emailed to you tomorrow.”  In respect of the engagement letter, Mr Winter said:

“ …as far as I’m aware, no disclosure has been made of that. We submit it would be an important letter because it will set out the terms of his engagement and who he understood was instructing him.”

5. In the late afternoon of the hearing on 25 July 2017, Mr Winter informed the Court that those representing the 2nd appellant had been able to find a copy of the Engagement letter, a copy of which was provided to the Court, de bene esse.  There was no dispute that at the trial all the parties had been provided with a soft copy of the Index of Unused Materials, which copy was searchable. Further, that item 112 was described as “A black ring folder marked “Knight Coldicutt Engagement Letter”, 48 pages.”  Also, that it was described as one of 29 items found and seized in “CWK/office”.

6. After the Court had risen on the afternoon on 26 July 2017, those representing the 2nd defendant filed with the Court a Notice of Motion seeking leave to adduce in the appeal five pieces of documentary evidence.  They were identified as having come from material identified in the List of Unused Material, at item number 112.  First and foremost, was a letter dated 12 May 2009 from Knight Coldicutt to Navin Agarwal K & L Gates, as solicitors to 462, under the title: “ENGAGEMENT OF KNIGHT COLDICUTT AS LEGAL ADVISERS”. The text stated, inter‑alia, that Knight Coldicutt were to act as New Zealand counsel for 462 “providing advice on the proposed acquisition of 10 New Zealand dairy farms in consultation with your Hong Kong Counsel (K & L Gates).”  It noted that the “specific structure for the acquisition is still to be worked through”.  Attached to the letter was a signed confirmation by Katherine Chan on behalf of 462, dated 13 May 2009, agreeing to “the terms of this letter and Knight Coldicutt’s Terms & Conditions of Engagement.”

7. In an affidavit filed with the Court on 26 July 2017, Mr Andrew Powner deposed that the other four sets of document “relate to the same issue” and were found in the unused material.  He said that “trial counsel have no recollection of having seen these materials either in their preparation for trial or in the course of the trial itself ”.  Mr Graham Harris, SC, Mr Lee Shu Wun and Ms Emily Yu, who appeared for the 2nd appellant in the appeal also appeared for her at trial.

8. Mr Powner submitted that the documents were relevant to three issues.  First, whether there was a conflict of interest on the part of Kerry Knight of Knight Coldicutt in allegedly acting for Ms Katherine Chan, 462 as well as the 2nd appellant in the sale and purchase agreement, dated 22 May 2009, between 462 and the 2nd appellant’s company, UBNZ Assets Holding Ltd.  Secondly, in respect of the issue of whether or not the 2nd appellant had lied in her email of 18 December 2009 to Katherine Chan in which she had asserted that “When UBNZ funds Management Limited entered into sales and purchase agreements with all existing farm owners, Knight Coldicutt was not the legal representative for UBNZ nor after Knight Coldicutt engaged by listco‑Natural Dairy.”  Also, in respect of the validity of the statement in the email from Kerry Knight to 462 and K & L Gates Ltd in which it was asserted “Our fee arrangement makes it very clear that we are acting for you but do have the right to work with UBNZ Funds Management Limited in relation to the purchase and acquisition of the farms to ensure that the right assets are in the target company” at the time 462 purchases its shareholding.  Thirdly, in respect of the issue of whether Katherine Chan had been told and believed that the 2nd appellant owned the farms or had acquired a right to buy the farms, for which she had paid a deposit of $50 million.

9. In a 2nd affidavit of Mr Andrew Powner filed with the Court on 28 July 2017, the Court was advised that, following an examination by trial counsel of “… all previous emails and notes obtained from the trial”, the letter of engagement had been “located in the trial notes and it was discovered that it had been reviewed by trial counsel during the trial.”  Nevertheless, counsel continued to assert that they had no recollection of having seen the other four sets of documents it was sought to adduce on behalf of the 2nd appellant. Of a sixth document, an email from Kerry Knight to Katherine Chan dated 26 October 2009, which it was said that the respondent wished to adduce into evidence, it was asserted that trial counsel had no recollection of the document.

10. For her part, Ms Draycott submitted that no reasonable excuse had been forthcoming for the failure to adduce the evidence at trial.  Nevertheless, she submitted that the Court ought to deal with the matter on its merits.  She contended that the evidence would make no difference to the resolution of the grounds of appeal advanced on behalf of the 2nd appellant.

11. In those circumstances, although Mr Winter persisted in his application that the material be adduced into evidence in the appeal, he made no submissions as to whether or not there had been a reasonable explanation for the failure to adduce the evidence at trial.  He submitted only that it was in the “interests of justice” that the material be adduced into evidence before this Court.

12. Section 83 V provides that:

“ (1) For the purposes of this Part, the Court of Appeal may, if it thinks it necessary or expedient in the interests of justice-

(b) order any witness who would have been a compellable witness in the proceedings from which the appeal lies to attend for examination and be examined before the Court of Appeal whether or not he was called in those proceedings; and

(c) subject to subsection (3) receive the evidence, if tendered, of any witness.

(2) without prejudice to subsection (1) where evidence is tendered to the Court of Appeal thereunder the Court of Appeal shall, unless it is satisfied that the evidence, if received, would not afford any ground for allowing the appeal, exercise its powers of receiving it if—

(a) it appears to it that the evidence is likely to be credible and would have been admissible in the proceedings from which the appeal lies on an issue which is the subject of the appeal; and

(b) if it is satisfied that it was not adduced in those proceedings but there is a reasonable explanation for the failure to adduce it.”

13. In his judgment in this Court in The Queen v Tam Chung Shing & Others Silke VP considered the relationship between the two subsections:[536]

“ Sub-section (2) imposes a duty upon the court to receive further evidence, if the conditions of the sub‑section are met, but, of itself, does not restrict the discretionary power of the court under sub‑s (1) to receive further evidence if the interests of justice require.  The conditions in sub‑s (2) are not imported into sub‑s (1) but a court should, in the exercise of its discretion, have regard to them without treating them as decisive in that exercise.  The court will not receive inadmissible evidence nor will it receive evidence under sub‑s (1) if it is satisfied that it “would not afford any ground for allowing the appeal” or it is unlikely to be credible for there must be some curb on the reception of fresh evidence to avoid the indefinite prolongation of the legal process.  (R v Lattimore (1976) 62 Cr App R 53; R v Parks (1962) 46 Cr App R 29; R v Stafford and Luvaglio (No 1) (1969) 53 Cr App R 1.)

Conclusion

14. It is clear that those representing the 2nd appellant at trial were not only fully aware of the existence of the letter of Engagement, dated 12 May 2009, but also were possessed of a copy of the letter.  It was described accurately and succinctly in the List of Unused Material and, no doubt, came into the possession of the defence as a result of inspection of unused material.  That inspection would have afforded the defence an opportunity to inspect all the documents at item 112 of the List of Unused Material.  So, it follows that the material now sought to be adduced into evidence in the appeal was available to the defence at trial, but not deployed in evidence.  In context, it is to be remembered that counsel for the 1st appellant had cross‑examined Katherine Chan on the chain of emails, dated 11 to 13 May 2009, in which reference was made to the letter of Engagement.  Clearly, that would have served to alert those representing the 2nd appellant that they were possessed of the letter of Engagement.

15. Understandably, in all those circumstances, Mr Winter has not even sought to argue that there was a reasonable excuse for not adducing the evidence at trial.  If the evidence had been adduced at trial, the Court would have the benefit of the testimony of Katherine Chan responding to such suggestions as might have been made to her as to what was to be inferred from that material as to her knowledge of the role played by Knight Coldicutt in the acquisition of the farms for the 2nd appellant.

Conclusion

16. We are satisfied that there was no reasonable excuse for the failure to adduce the evidence at trial.  The fact that the evidence now sought to be adduced in the appeal was not adduced in the trial has all the hallmarks of a tactical decision made by those representing the 2nd appellant at trial.  The appeal process is not to be used as the vehicle to seek to adduce into evidence material available, but deliberately not used, at trial to support submissions not made at trial but now advanced in the appeal.  In all the circumstances we are not satisfied that it is in the interests of justice to receive the evidence sought to be adduced before this Court.

Annex B

The application of the 3rd appellant to adduce evidence in the appeal

1. On 28 July 2017, during the hearing of the 3rd appellant’s appeal, the Court ruled that it declined to allow the 3rd appellant to adduce fresh evidence at that hearing in respect of the circumstances in which he had not attended or being represented at the hearings in New Zealand in October 2013 at which David Wiltshire had made his deposition, which was adduced into evidence at the trial.  We said that we would give our reasons in due course.  That, we do now.

2. It is to be noted, that the single judge had declined to allow the 3rd appellant to adduce some of that evidence at the hearing of the application for leave to appeal against conviction and sentence.[537]

3. The evidence sought to be adduced at the hearing of the appeal was identified in two Notices of Motion, dated 29 June and 3 July 2017 respectively.  It comprised two affirmations of the 3rd appellant, filed with the Court on 17 and 27 March 2017, together with attached exhibits; a letter from the 3rd appellant’s former solicitors, Hobson and Ma, dated 31 March 2017; a letter from the 3rd appellant’s former counsel, Mr Douglas Kwok, dated 1 April 2017; and an affirmation of Wong Yin Shun, a partner of Hobson and Ma, filed with the Court on 3 July 2017, together with attached exhibits.

4. Broadly speaking, the proposed evidence addressed two issues, namely the 3rd appellant’s alleged impecuniosity and his alleged understanding of the use that could be made of the deposition of David Wiltshire, in particular as to whether or not it was necessary for him to be called as a witness again at the trial.

5. Those two issues were issues that were canvassed with Pang J in pre-trial applications to exclude the deposition of David Wiltshire at trial.  As a result, the judge received written submissions and lengthy oral submissions at hearings held on 3 to 6 February 2015, after which she gave a ruling on 17 March 2015.  There followed further hearings on 23 and 27 July 2015, after which she gave a further ruling on 11 August 2015.  Finally, the judge received further submissions on 2 October 2015, after which she gave a ruling on that day, followed by reasons for that ruling delivered on 6 October 2015.

6. For her part, Ms Draycott opposed the admission of the evidence.  She submitted that no cogent reason was advanced as to why it was not adduced before the trial judge.  Further, in respect of the fresh evidence as to impecuniosity she submitted that it was not credible and would not afford a ground to allow the appeal.

7. On 5 February 2015, in the course of his submissions to Pang J to exclude the deposition of David Wiltshire in the prospective trial, Mr Khosa addressed the circumstances in which the 3rd appellant had not participated in the proceedings in New Zealand:[538]

“ … my instructions from D3 very clearly are that part of the consideration he had of course was financial considerations, he couldn’t afford the trip. And I will come to that in a bit more detail in a moment.

But the other part was the advice given by his counsel at the time that these were merely committal proceedings, even if he didn’t go, there would be a 2nd opportunity to cross‑examine those New Zealand witnesses because the prosecution has to bring them back at the trial.”

8. Reliance was placed by counsel on the 3rd appellant’s letter to the Department of Justice dated 27 August 2013 [539], in which he asserted that, having made enquiries of both the Duty Lawyer scheme and the Legal Aid Department, he had been informed that the former had no mandate to attend the proceedings in New Zealand and that assistance from the latter was only available after a trial date in Hong Kong had been fixed. The 3rd appellant asserted “On conclusion, a rough estimation this financial contribution that I would seeking is approximate to NZ$50,000 or more equivalent to at least HK$300,000 or more.”  Having asserted that he had been paid a limited salary by 462 of only $40,000 per month for the year 2012/2013, that he was making payments to the Inland Revenue Department in respect of a total of $553,125 due to them and that he had credit card debts of over $200,000 the 3rd appellant asserted:[540]

“ Hence, my present financial position could not afford above‑mentioned potential legal/travel expense to pay in advance by myself, and such incurred expenses to be claimed and reimbursed from DOJ a month later.”

9. In consequence, the 3rd appellant sought a payment in advance to his solicitors “for above specific disbursement such as New Zealand barrister, airfares, hotel payments.” [541]

10. As the single judge noted in his ruling declining to allow the 3rd appellant to adduce fresh evidence at the hearing of the application for leave to appeal against conviction and sentence, Ms Draycott made it clear in the hearing on 5 February 2015 that she did not accept Mr Khosa’s assertion of the advice of the 3rd appellant counsel that the witnesses who made depositions in New Zealand had to be called as witnesses at the trial. She said that claim had to be substantiated by evidence not mere assertions from the Bar table.[542] As the judge noted in her ruling of 17 March 2015 “in the end… no evidence was placed before me by Mr Khosa regarding the claim he made in court.” [543]

11. As far as the alleged impecuniosity of the 3rd appellant was concerned, Ms Draycott acknowledged to Pang J of the 3rd appellant that “it’s absolutely clear that his funds are limited”.[544] On the other hand, she invited the judge to note that, following the taking of depositions from witnesses in New Zealand in October 2013, the appellant had been represented by lawyers in the Preliminary Inquiry for 14 days.[545]

12. On 17 March 2015, the judge ruled that the “…documents in question produced by Wiltshire are the business records of the CraFarms Group” [546] were admissible as such.  In doing so, she said that the court was not required “to consider the “no unfairness” requirement specified in section 77 F(1)(d)” of the Evidence Ordinance, Cap. 8.[547] However, in addressing Mr Khosa’s submission that she should exercise her discretion to exclude that otherwise admissible evidence, the judge said:[548]

“ I have come to the view that I should not exercise the discretion in the 3rd accused’s favour to exclude the “record type” documents and that part of Wiltshire’s deposition which dealt with such production.”

13. In the course of her consideration of that issue, the judge said:[549]

“ Now, given the 3rd accused had opted for the PI, it would have been his intention to test whether there was a prima facie case against him.  If so, and even accepting that the 3rd accused might not have been fully aware that the New Zealand hearing might also be used for the trial proper, one would have thought that the 3rd accused would seek to cross‑examine Wiltshire (despite the suggested shortage of funds) if Wiltshire’s evidence is contentious and important to the extent which Mr Khosa now submits before me.” [Italics added.]

14. Of the “other parts of the deposition”, having stated that she was not satisfied on the evidence adduced at that stage that it was “not reasonably practicable to secure Wiltshire’s attendance in Hong Kong”, the judge said:[550]

“ I therefore refuse to admit that part of Wiltshire’s deposition and any document exhibited thereto which has nothing to do with the production of records.”

15. In referring to the submissions made on behalf of the 3rd appellant in respect of his impecuniosity before and at the time that the depositions were taken in New Zealand in October 2013 as “the suggested shortage of funds” the judge made it clear that she did not accept without more the assertions made by the 3rd appellant in correspondence and by his counsel before the judge.  Clearly, the 3rd appellant was put on notice of that determination.

16. Given that the judge did not address the provisions of section 77 F(1)(d) of the Evidence Ordinance, namely that she was required to be satisfied that “no unfairness is likely to occur in those criminal proceedings consequent upon the deposition and any document… being admitted in evidence under this section” until 2 October 2015, the 3rd appellant had fully six months in which to seek to adduce evidence to substantiate before the judge the assertions as to his impecuniosity.  The 3rd appellant did not seek to adduce before the judge any of the evidence he now seeks to adduce before this Court.

17. There were substantive hearings on 23 and 27 July 2013 before the judge made her ruling on 11 August 2015.[551] In those hearings objection was taken on behalf of the 1st appellant, but supported by counsel for the 2nd and 3rd appellants, to the admissibility to two parts of David Wiltshire’s evidence, namely in respect of the English speaking ability of the 1st appellant and David Wiltshire’s testimony in which “he sought to compare the figures he provided to Mark King and those appearing in the circular” of 462.  In the result, the judge ruled in favour of those objections and excluded those parts of the evidence of David Wiltshire.

18. The short hearing before the judge on 2 October 2015 afforded the 3rd appellant a final opportunity to seek to adduce the evidence now sought to be adduced in this court.  No application was made.  In her reasons for ruling, dated 6 October 2015, the judge finally addressed the provisions of section 77 F(1)(d) of the Evidence Ordinance in respect of the admissibility of the deposition of David Wiltshire:[552]

“ Therefore, having carefully examined all the relevant circumstances, including that it is not reasonably practicable to secure Wiltshire’s attendance in Hong Kong; that cross‑examination had been conducted on Wiltshire by the 1st and the 2nd accused; the extent of the cross‑examination and the issues covered; that Wiltshire had already indicated in his evidence‑in‑chief he might not attend the trial in Hong Kong; and that Wiltshire’s evidence is not the be‑all and end‑all type, I am sure that no unfairness is likely to occur if this part of his deposition and the related documents exhibited thereto are admitted.”

19. We are satisfied that no reasonable explanation has been advanced by the 3rd appellant for his failure to adduce before the judge the evidence that it is sought to adduce in this court that goes to the issue of his impecuniosity.  Similarly, we are satisfied that no reasonable explanation has been advanced for the failure to adduce evidence before the judge that it is sought to adduce in this court which goes to the issue of the 3rd appellant’s understanding of the use that could be made of David Wiltshire’s deposition, in particular whether or not it could be adduced in evidence in the trial, or as to any advice given to him by counsel as to the issue of the fatal procedural irregularity in the New Zealand deposition taking proceedings. Furthermore, we are satisfied that the “interests of justice” do not require the Court to accede to the application to adduce the evidence in the appeal. As Silke VP observed in the judgment of this Court in The Queen v Tam Chung Shing “…there must be some curb on the reception of fresh evidence to avoid the indefinite prolongation of the legal process.” [553]

20. Accordingly, we refused the application.


[1] Appeal Bundle F 6: tab 1, pages 1-100.

[2] Appeal Bundle F 6: tab 1, pages 25-37.

[3] Appeal Bundle F 4: tab 1, page 3, paragraph 5.2(2).

[4] Appeal Bundle 1: tab 3; page XIII, paragraph 15.

[5] Appeal Bundle F 4: tabs 6-11, pages 127-285.

[6] Appeal Bundle F 4: tab 2, pages 12-41.   

[7] Appeal Bundle F 4: tab 8, pages 55-288.

[8] Appeal Bundle F 4: tab 9, page 54 b.

[9] Appeal Bundle F 4: tab 2, page 14.     

[10] Appeal Bundle F 4: tab 10, page 100.

[11] Appeal Bundle F 4: tab 4, pages 45-6.

[12] Appeal Bundle F 4: tab 5, pages 47-8.

[13] Appeal Bundle F 4: tab 5, pages 49-50.

[14] Appeal Bundle 1: tab 3; page XIX, paragraph 67.

[15] Appeal Bundle 1: tab 3; page XXI, paragraph 82.

[16] Appeal Bundle 1: tab 3; page XXII, paragraph 84.

[17] Appeal Bundle 1: tab 3; page XXII, paragraph 86.

[18] Appeal Bundle 1: tab 3; page XXIII, paragraph 88.

[19] Appeal Bundle 1: tab 3; page XXV, paragraph 105.

[20] Appeal Bundle 1: tab 3; page XI, paragraph 2.

[21] Appeal Bundle 1: tab 3; page XXV, paragraph 105.

[22] Appeal Bundle 1: tab 3; page XXV, paragraph 106.

[23] Appeal Bundle 1: tab 3; page XXIV, paragraph 95.

[24] Appeal Bundle 1: tab 3; page XXVI, paragraph 107.

[25] Appeal Bundle F 6: tab 5, pages 124-6.

[26] Appeal Bundle F 6: tab 4, pages 121-3.

[27] Appeal Bundle E 1: tab 549.

[28] Appeal Bundle F 1: tab 1, pages 1-3.

[29] Appeal Bundle 1: tab 3; page XVIII, paragraph 63.

[30] Summing up, page 69 A-E.

[31] Appeal Bundle F 1: tab 11.

[32] Appeal Bundle J 1: tab 6 (exhibit D3-6) and tab 9 (exhibit D3-9).

[33] Summing up, page 168 G-K.

[34] That submission was also the subject of Ground 6.

[35] See Ground 4.

[36] Gerakiteys v The Queen [1983-1984] 153 CLR 317.

[37] Ibid., at 327.

[38] R v K [2005] 1 Cr App R 25.

[39] R v K [2005] Crim L R 298.

[40] Ibid., at 300.

[41] R v Brown (Kevin) [1984] 79 Cr App R 115.

[42] R v Bennett (Sharon) unrep., 6 May 1999 (CA).

[43] The reference from the 2005 Edition of Archbold should be to sections 34-44, not 34-42 as stated in the commentary to R v K in the Criminal Law Review.  Its more recent iteration to take account of the decision in R v K appears at sections 33-49 of the 2017 Edition of Archbold.

[44] R v Hancock [1996] 2 Cr App R 554.

[45] Summing up, page 59 M-U.

[46] Summing up, page 180 G-O.

[47] Paragraph 89 infra.

[48] Appeal Bundle, page 284.

[49] Appeal Bundle, pages 55 T-56 U.

[50] Summing up, page 62 E-I.

[51] R v Fussell [1997] Crim L R 812.

[52] R v K [2005] 1 Cr App R 25, at paragraphs 26 and 27.

[53] R v K [2005] Crim L R 298, at 301.

[54] R v K [2005] 1 Cr App R 25, at paragraph 35; R v K [2005] Crim L R 298, at 300.

[55] R v K [2005] 1 Cr App R25, at paragraph 35.

[56] R v K [2005] 1 Cr App R 25, at paragraph 26.

[57] Mo Yuk Ping v HKSAR (2007) 10 HKCFAR 386.

[58] Ibid., at paragraph 40.

[59] Ibid., at 391-393 ‘Cases in List of Authorities not cited in the judgment’.

[60] Ibid., at paragraph 43.

[61] R v Bennett (Unreported, 6 May 1999, CA.)

[62] R v K and Others [2005] 1 Cr App R 25, at para 30.

[63] At paragraphs 33-49.

[64] At paragraphs 33-10.

[65] Appeal Bundle, page 284.

[66] Appeal Bundle, pages 65 T-66 H.

[67] Appeal Bundle, page 11 Q-T.

[68] Appeal Bundle F 1: Tab 14.

[69] Appeal Bundle F 1: Tab 16.

[70] Appeal Bundle F 1: Tab 22.

[71] Appeal Bundle F 1: Tab 36.

[72] Appeal Bundle F 1: Tab 39.

[73] Appeal Bundle F 2: Tab 42.

[74] Appeal Bundle F 2: Tab 43.

[75] Appeal Bundle F 2: Tab 70.

[76] Appeal Bundle J 3: tab 92.

[77] On the contrary, in cross-examination, the 3rd appellant testified that the 2nd appellant had asked him on one occasion to copy the documents, including the unfinished draft accounts, in order to show the 1st appellant that they “were keeping up with the progress: Transcript Day 91, page 82, line 23 - page 83, line 17.  However, he also accepted in cross-examination that he had sent the “Armageddon email” on “my own initiation” or “on my own intent”:  Transcript Day 90, page 160, lines 17-18; and Day 91, page 86, lines 2‑7, respectively.

[78] Appeal Bundle J 1: Tab 29.

[79] Appeal Bundle C: Transcript; Day 55, page 96, lines 12-19.

[80] Appeal Bundle C 8: Transcript; Day 88, page 165, lines 14-16.

[81] Appeal Bundle C 3: Transcript; Day 29, page 32, line 10.

[82] Appeal Bundle C 3: Transcript; Day 29, page 33, lines 14-16.

[83] Appeal Bundle C 3: Transcript; Day 29, page 33, lines 17-23.

[84] Summing up, page 145 B-H.

[85] Appeal Bundle J 3: tab 98, pages 746-750.

[86] Appeal Bundle J 3: tab 98, pages 747-748.

[87] Summing up, Appeal Bundle, page 246 K-R.

[88] Appeal Bundle J 3: tab 99, pages 751-771.

[89] Appeal Bundle C 8; Day 89, page 49, lines 22-76, line 11.

[90] Paragraph 57 supra.

[91] Summing up, page 62 F-H.

[92] R v Griffiths [1966] 1 QB 589, at 599.

[93] Summing up, pages 56 S-57 H.

[94] Board of Trade v Owen [1957] AC 602.

[95] Ibid, at 622

[96] Welham v DPP [1961] AC 103.

[97] Ibid., at 125.

[98] R v Toshack (1849) 4 Cox CC 38; 1 Den CC 492.

[99] Welham v DPP [1961] AC 103, at 125.

[100] Wai Yu-tsang v The Queen [1992] 1 AC 269, at 280.

[101] R v Allsop [1976] 64 Cr App R 29.

[102] Mo Yuk Ping v HKSAR (2007) 10 HKCFAR 386, at paragraph 61.

[103] Listing Rule 13.52(2). 

[104] Summing up, page 187 I-K.

“Now, for a VSA, a very substantial acquisition, the stock exchange would pre-vet such an announcement before it was published.  However, the stock exchange did not have any ways to confirm the truth of the contents.”

Summing up, page 189: Listing Rule 14 A.11-connected person.

“The stock exchange had to rely on the listed company to provide the information so that a decision could be made.”

[105] Appeal Bundle K: tab 9, pages 77-82.

[106] Appeal Bundle K: tab 9, pages 78-79, paragraph 6.

[107] Appeal Bundle K: tab 10, page 91.  Transcript; Day 58, page 34.

[108] See Midland Bank Trust Company v Hett Stubbs & Kemp [1979] 1 Ch 384 at 402.

[109] Bundle K: tab 11, pages 102-105, paragraphs 18-30.

[110] Summing up, page 47 Q-U.

[111] Summing up, page 48 I-L.

[112] Appeal Bundle F 1: tab 11, pages 42-111.

[113] Appeal Bundle B: Transcript; Day 3, page 32.

[114] Appeal Bundle J 3: tab 88, pages 674-684.

[115] Appeal Bundle F 2: tabs 55-61, pages 343-396.

[116] Summing up, page 147 G-N.

[117] Summing up, pages 147 P-148 E.

[118] Appeal Bundle C 3: Transcript; Day 29, page 65.

[119] Appeal Bundle C 3: Transcript; Day 29, page 66.

[120] Appeal Bundle C 3: Transcript; Day 30, page 4.

[121] Appeal Bundle C 3: Transcript; Day 30, page 75.

[122] Appeal Bundle C 3: Transcript; Day 30, pages 75-76.

[123] Appeal Bundle C 3: Transcript; Day 31, pages 58-59.

[124] Summing up, page 150 D.

[125] Appeal Bundle C 3: Transcript; Day 30, pages 49-50.

[126] Summing up, page 150 F-I.  Appeal Bundle J 3: tab 88, pages 674-684.

[127] Summing up, pages 149 S-150 A.

[128] Summing up, page 149 K-O.

[129] Summing up, page 150 A-B.

[130] Appeal Bundle C 6: Transcript; Day 63, pages 82-83.

[131] Appeal Bundle C 6: Transcript; Day 63, pages 90-91.

[132] Appeal Bundle F 1: tab 21, page 133.

[133] Appeal Bundle F 1: tab 21, page 132.

[134] Appeal Bundle F 1: tab 24, page 139.

[135] Appeal Bundle F 1: tab 38, page 185.

[136] Appeal Bundle C 5: Transcript; Day 55, page 104.

[137] Appeal Bundle C 5: Transcript; Day 55, page 105.

[138] Appeal Bundle J 3: tab 92.

[139] Summing up, page 231 O.

[140] Summing up, page 233 D-G.

[141] Appeal Bundle F 1: tab 13.      

[142] Appeal Bundle F 1: tab 13, page 112.

[143] Appeal Bundle F 1: tab 16.     

[144] Summing up, page 228 M-O.

[145] Appeal Bundle F 1: tab 16, page 122.

[146] Appeal Bundle F 1: tab 11, page 43.

[147] Appeal Bundle F 1: tab 20, page 131.

[148] Appeal Bundle F 1: tab 25.

[149] Appeal Bundle F 1: tab 25, page 140.

[150] Summing up, page 235 K-N.

[151] Appeal Bundle F 1: tab 35.

[152] Appeal Bundle F 1: tab 35, page 170.

[153] Summing up, page 148 E-G.

[154] Summing up, page 148 G-Q.

[155] Appeal Bundle C 3: Transcript; Day 31, page 89.

[156] Appeal Bundle C 3: Transcript; Day 31, pages 72-73.

[157] Appeal Bundle C 3: Transcript; Day 31, page 74.

[158] Appeal Bundle F 1: tab 11, page 47.

[159] Appeal Bundle C 3: Transcript; Day 31, page 77.

[160] Appeal Bundle F 2: tab 60, page 388.

[161] Appeal Bundle C 3: Transcript; Day 31, page 82.

[162] Appeal Bundle C 3: Transcript; Day 31, page 78.

[163] Appeal Bundle C 3: Transcript; Day 31, page 79.

[164] Appeal Bundle C 3: Transcript; Day 31, page 80.

[165] Appeal Bundle C 3: Transcript; Day 31, page 82.

[166] Appeal Bundle C 3: Transcript; Day 31, page 84.

[167] Appeal Bundle C 3: Transcript; Day 31, page 86.

[168] Appeal Bundle C 3: Transcript; Day 32, page 18.

[169] Appeal Bundle C 3: Transcript; Day 32, page 23.

[170] Summing up, pages 148 R-149 E.

[171] Appeal Bundle C 3: Transcript; Day 32, page 47.

[172] Appeal Bundle C 3: Transcript; Day 32, page 72.

[173] Summing up, page 149 F-H.

[174] Appeal Bundle J 2: tab 38, page 399.  Appeal Bundle C 3: Transcript; Day 32, page 38.

[175] Appeal Bundle J 2: tab 38, page 403.

[176] Appeal Bundle F 1: tab 11, page 111.     

[177] Appeal Bundle C 3: Transcript; Day 32, page 46.

[178] Appeal Bundle C 3: Transcript; Day 32, page 47.

[179] Appeal Bundle J 2: tab 38, page 402.

[180] Appeal Bundle F 2: tab 58, page 376.

[181] Appeal Bundle C 3: Transcript; Day 32, page 50.     

[182] Summing up, pages 254 U-256 L.

[183] Summing up, page 259 K-Q.

[184] Summing up, pages 259 Q-260 C.

[185] Summing up, page 257 R-U.

[186] Appeal Bundle C 3: Transcript; Day 32, page 37.

[187] Summing up, page 254 A-C.

[188] Summing up, pages 263 M-264 C.

[189] Summing up, page 234 K-R.

[190] Summing up, pages 234 S-235 F.

[191] Summing up, pages 19 S-20 B.

[192] Summing up, pages 21 O-22 E.

[193] Summing up, page 19 A-G.

[194] Appeal Bundle F 4: tab 10, page 202.

[195] Appeal Bundle F 4: tab 10, page 203.

[196] Appeal Bundle F 4: tab 10, page 204.

[197] Appeal Bundle F 4: tab 10, page 205.

[198] Appeal Bundle F 1: tab 11, pages 42-111.

[199] Appeal Bundle N: tab 11.     

[200] Transcript (Livenote, but not included in the Appeal Bundle); 7 March 2016 (Day 74) pages 45-46.

[201] Summing up, page 12 I-L.

[202] Summing up, page 12 Q-U.

[203] Summing up, pages 13 Q-14 B.

[204] Summing up, pages 187 Q-188 I.

[205] Summing up, page 159 D-H.

[206] Summing up, page 158 E-G.

[207] Summing up, page 160 K-N.

[208] Summing up, page 160 R-U.

[209] Summing up, page 161 R-S.

[210] Summing up, page 162 K-L.  Appeal Bundle J 1: tab 6, exhibit D3-6.

[211] Summing up, page 162 M-O.  Appeal Bundle J 1: tab 9, exhibit D3-9.

[212] Summing up, page 163 D-G.

[213] Summing up, page 163 L-M

[214] Summing up, page 164 B-G.

[215] Summing up, page 167 H-R.

[216] Summing up, page 168 G-K.

[217] Appeal Bundle F 3: tab 95, page 736.

[218] Appeal Bundle F 3: tab 96, page 742.

[219] Appeal Bundle F 3: tab 96, page 742.

[220] Summing up, page 169 S-U.

[221] Summing up, page 170 B-D.

[222] Summing up, page 170 F-K.

[223] Summing up, page 170 K-O.

[224] Summing up, page 174 Q-U.

[225] Summing up, page 174 U-175 K.

[226] Summing up, page 175 M-T.

[227] Summing up, page 166 D-G.

[228] Summing up, page 239 G-L.

[229] Appeal Bundle C 5: Transcript; Day 46, page 106.

[230] Appeal Bundle F 3: tab 91, pages 687-717.

[231] Appeal Bundle F 3: tab 95, pages 736-741.

[232] Appeal Bundle F 3: tab 96, page 742.

[233] Appeal Bundle C 5: Transcript; Day 54, page 74.

[234] Appeal Bundle F 3: tab 97, pages 744-5.

[235] Appeal Bundle F 3: tab 97 (a).

[236] Appeal Bundle F 3: tab 97 (a).

[237] Appeal Bundle F 3: tab 97 (c).

[238] Appeal Bundle F 3: tab 98 (a).

[239] Appeal Bundle F 3: tab 98 (b).

[240] Appeal Bundle F 3: tab 98 (a).

[241] Summing up, page 36 D-K.

[242] Summing up, page 36 M-T.

[243] Summing up, pages 179 M-180 G.

[244] Summing up, page 179 F-J.

[245] Summing up, pages 226 T-227 A.

[246] Appeal Bundle J 1: tab 6.

[247] Summing up, pages 162 A-163 G.

[248] Summing up, pages 230 T-231 A.

[249] Summing up, pages 233 U-234 D.

[250] Summing up, page 236 N-O.

[251] Summing up, page 236 Q-T.

[252] Summing up, page 237 G-H.

[253] Summing up, page 245 N-R.

[254] Summing up, page 239 A-C.

[255] Summing up, page 239 G-L.

[256] Summing up, page 262 M-Q.

[257] Appeal Bundle F 6: tab 1.

[258] Summing up, page 83 O-R.

[259] 462’s lawyers.

[260] Appeal Bundle F 1: tab 6.

[261] Appeal Bundle F 1: tab 6.

[262] Appeal Bundle F 1: tab 6.

[263] Appeal Bundle F 1: tab 1a.

[264] Appeal Bundle F 1: tab 6.

[265] Appeal Bundle F 1: tab 6.

[266] Appeal Bundle F 1: tab 6.

[267] Appeal Bundle C 7; Transcript; Day 81, page 78, line 20 - page 79, line 19: the 3rd appellant’s examination-in-chief.

[268] Appeal Bundle J 1: tab 3.

[269] Appeal Bundle F 1: tab 10.

[270] Appeal Bundle F 1: tab 10.

[271] Appeal Bundle J 1: tab 6, exhibit D3-6     

[272] Appeal Bundle J 1: tab 9, exhibit D3-9.

[273] Appeal Bundle F 1: tab 11.

[274] Appeal Bundle J 1: tab 9.

[275] Appeal Bundle J 1: tab 9.

[276] Appeal Bundle J 1: tab 9.

[277] Appeal Bundle C 7; Transcript; Day 81, pages 22-24 and 63-64.

[278] Appeal Bundle F 1: tab 7.

[279] Appeal Bundle J 3: tab 92.

[280] Appeal Bundle C 7; Transcript; Day 82, page 72, line 18: the 3rd appellant’s examination-in-chief.

[281] Appeal Bundle C 7; Transcript; Day 82, page 64, line 13: the 3rd appellant’s examination-in-chief.

[282] Appeal Bundle F 1: tab 13.

[283] See, for example Appeal Bundle F 1: tab 14: Kevin Cheng’s email to 462’s Company Secretary, Kim Chan dated 16 June 2009:

“For your information, certain management accounts and books and records for the 10 months ended 31 March 2009 are still outstanding …”

[284] Appeal Bundle F 1: tab 14.

[285] Appeal Bundle F 1: tab 16.

[286] Appeal Bundle F 1: tab 17.

[287] Appeal Bundle F 1: tab 20.

[288] Appeal Bundle F 1: tab 21.

[289] Appeal Bundle F 1: tab 24.

[290] Appeal Bundle F 1: tab 25.

[291] Appeal Bundle F 1: tab 11, page 43.

[292] Appeal Bundle F 1: tab 25, page 141.

[293] Appeal Bundle F 1: tab 11, page 43.

[294] See Appeal Bundle F 1: tab 35: the 3rd appellant’s email to the 2nd appellant dated 24 June 2009.

[295] Appeal Bundle F 1: tab 36.

[296] Appeal Bundle F 1: tab 37.

[297] Appeal Bundle F 1: tab 39.

[298] Appeal Bundle F 2: tabs 56-61; and Kevin Cheng’s examination-in-chief: Appeal Bundle, Transcript; Day 46, page 76.

[299] Appeal Bundle F 2: tab 43.

[300] Appeal Bundle F 2: tabs 44-45; 47-50.

[301] Appeal Bundle F 2: tab 47, page 250.

[302] Appeal Bundle F 2: tab 50, page 266.

[303] Appeal Bundle F 2: tab 51, page 299.

[304] Appeal Bundle F 2: tab 51, page 301.

[305] Appeal Bundle F 2: tabs 55-61.

[306] Appeal Bundle F 2: tab 62.

[307] Appeal Bundle F 2: tab 65.

[308] Appeal Bundle F 2: tab 70.

[309] Appeal Bundle F 2: tabs 72-75.

[310] Appeal Bundle F 2: tab 74.

[311] Appeal Bundle F 3: tab 85.

[312] Appeal Bundle F 3: tab 87.

[313] Appeal Bundle F 3: tab 88.

[314] Appeal Bundle F 3: tab 89.

[315] Appeal Bundle F 3: tab 92, page 719.

[316] Appeal Bundle F 3: tab 92, pages 718-719.

[317] Appeal Bundle F3: tab 96, page 742.

[318] Appeal Bundle C 7: Transcript; Day 87, page 90, line 22 - page 91, line 9.

[319] Supra, paragraphs 220-233.

[320] Summing up, pages 174 U-175 A.

[321] Summing up, page 10 N-Q.

[322] Summing up, page 250 F-J.

[323] Appeal Bundle B: tab 4; Transcript; Day 98, page 84.

[324] Appeal Bundle B: tab 4; Transcript; Day 98, page 88.

[325] Appeal Bundle B: tab 4; Transcript; Day 98, page 91.

[326] Summing up, page 262 B-K.

[327] Summing up, page 271 G-T.

[328] HKSAR v Cheng Chee Tock Theodore (No 2) (2016) 19 HKCFAR 86.

[329] Ibid., at paragraph 13.

[330] Ibid., at paragraph 14.

[331] Appeal Bundle F 4: tab 4.

[332] Appeal Bundle F 4: tab 5, an undated letter from A1; and tab 6, a letter dated 19 August 2009 from A2.

[333] Summing up, page 32 L-U.

[334] Summing up, page 12 A-H.

[335] Summing up, page 76 A-I.

[336] Appeal Bundle F 6: tab 4, pages 121-123.

[337] Appeal Bundle F 6: tab 5, signed on 3 October 2008.

[338] Summing up, pages 119 L-120 O.

[339] This was a slip of the tongue by the judge.  The date of the signing of the CSA was 8 October 2008.

[340] Appeal Bundle C 6; Transcript; Day 60, page 50, line 17 - page 52, line 4.

[341] Appeal Bundle C 6; Transcript; Day 60, page 51, line 16.

[342] Summing up, page 195 A-P.

[343] No attachment was adduced in evidence.

[344] Appeal Bundle F 5: tabs 39/39 A.

[345] Appeal Bundle C 1: Transcript; Day 6, page 5.

[346] Appeal Bundle C 1: Transcript; Day 6, pages 18-19.

[347] Appeal Bundle C 1: Transcript; Day 6, pages 32-34.

[348] Appeal Bundle C 1; Transcript; Day 6, pages 76-77.

[349] Appeal Bundle C 1: Transcript; Day 6, pages 76-77.

[350] Appeal Bundle C 1: Transcript; Day 9, pages 47-48.

[351] Appeal Bundle C 1: Transcript; Day 10, page 133.

[352] Appeal Bundle C 1: Transcript; Day 10, page 134.

[353] Appeal Bundle C 1: Transcript; Day 10, page 133.

[354] Appeal Bundle C 1: Transcript; Day 11, page 35.

[355] Appeal Bundle C 1: Transcript; Day 11, pages 79-80.

[356] Appeal Bundle C 1: Transcript; Day 6, pages 78-79.

[357] Appeal Bundle C 1: Transcript; Day 6, pages 51-52.

[358] Appeal Bundle F 4: tab 12 a, pages 346-347.

[359] Appeal Bundle F 4: tab 12 a, page 346.

[360] Appeal Bundle F 4: tab 12 b, page 352.

[361] Appeal Bundle H: tabs 6 and 7, pages 20-24.

[362] Appeal Bundle F 5: tab 39.

[363] Appeal Bundle H: tab 6, page 21.

[364] Appeal Bundle H: tab 6, page 20.

[365] Appeal Bundle H: tab 7, page 23.

[366] Appeal Bundle C 1: Transcript; Day 10, page 101.

[367] Appeal Bundle B: tab 4: Transcript; Day 98, pages 60-73.

[368] Appeal Bundle B: tab 4: Transcript; Day 98, page 65.

[369] Appeal Bundle B: tab 4: Transcript; Day 98, page 68.

[370] Summing up, page 72 I-L.

[371] Summing up, page 73 S-T.

[372] Summing up, page 73 J-L.

[373] Summing up; page 73 N-R.

[374] Summing up, page 85 H-M.

[375] Summing up, page 250.

[376] Summing up, page 261 Q-T.

[377] Appeal Bundle F 4: tab 1, page 10.

[378] Summing up, page 16 K.

[379] Summing up, page 22 F.

[380] Summing up, page 86 B-F.

[381] “(d) in the case of any other deposition, the court is satisfied that any document (if any) exhibited or annexed thereto is the original thereof, or a copy thereof made by any photographic process, and that, having regard to the following matters-

(i) whether it is reasonably practicable to secure the attendance of the deponent, taking into account for that purpose his bodily or mental condition or the delay or expense likely to be caused in securing his attendance;

(ii) whether the deponent was cross-examined before such court or tribunal; and

(iii) any other matter which, in the circumstances appears to the court to be relevant,

no unfairness is likely to occur in those criminal proceedings consequent upon the deposition and any document (if any) exhibited or annexed thereto being admitted in evidence under this section.”

[382] Appeal Bundle N: tab 5, paragraph 70.

[383] Appeal Bundle O 1: tab 1, pages 165 U-166 B.

[384] Appeal Bundle B: tab 6, page 3 O.

[385] Appeal Bundle B: tab 7, page 73 F-H.

[386] Appeal Bundle B: tab 7, page 73 S-U.

[387] Appeal Bundle B: tab 7, page 76 D-F.

[388] Appeal Bundle N: tab 10, paragraphs 13-15.

[389] Appeal Bundle N: tab 5, paragraph 146.

[390] Appeal Bundle N: tab 5, paragraph 122.

[391] Appeal Bundle N: tab 5, paragraph 124.

[392] Appeal Bundle N: tab 5, paragraph 127.

[393] Appeal Bundle N: tab 5, paragraph 128.

[394] Appeal Bundle D 2: Transcript, page 157.

[395] Appeal Bundle N: tab 5, paragraph 129.

[396] Appeal Bundle N: tab 5, paragraph 132.

[397] Appeal Bundle N: tab 5, paragraph 139.

[398] Appeal Bundle N: tab 5, paragraph 146.

[399] Appeal Bundle N: tab 5, paragraph 154.

[400] Appeal Bundle N: tab 5, paragraph 153.

[401] Appeal Bundle F : tab 11; Exhibits 596 and 644 - 15 June 2009.  Appeal Bundle F 1: tabs 40 and 41; Exhibits 640 and 641 - 26 June 2009.  Appeal Bundle F 1: tab 34; Exhibits 642 - 24 June 2009.

[402] Appeal Bundle G 1: tab 34.  Exhibits 563 and 564.

[403] Appeal Bundle D 2, page 211.

[404] Exhibits 589 A and 589 C.

[405] Appeal Bundle F 6: tab 5.  Exhibit 550.

[406] Appeal Bundle D 2, page 162.

[407] Appeal Bundle E 1: tab 549.  Exhibit 549.

[408] Appeal Bundle F 6: tabs 6-11.  Exhibits 519-521; and 524-526 - 18 May 2009.

[409] Appeal Bundle D 2, page 157.

[410] Appeal Bundle D 2, page 233.

[411] Appeal Bundle D 2, page 196.

[412] Appeal Bundle N: tab 5, paragraph 153.

[413] Appeal Bundle N: tab 7, paragraph 49.

[414] Appeal Bundle N: tab 7, paragraph 50.

[415] Appeal Bundle N: tab 7, paragraph 51.

[416] Appeal Bundle O 1; page 171 J-N.

[417] Appeal Bundle N: tab 5, paragraph 62.

[418] Appeal Bundle N: tab 5, paragraph 63.

[419] Appeal Bundle N: tab 5, paragraph 63.

[420] Appeal Bundle N: tab 5, paragraph 67.

[421] Appeal Bundle N: tab 5, paragraph 67.

[422] Appeal Bundle N: tab 5, paragraph 69.

[423] Appeal Bundle N: tab 5, paragraph 70.

[424] Appeal Bundle N: tab 5, paragraph 133.

[425] Appeal Bundle N: tab 5, paragraph 137.

[426] Appeal Bundle N: tab 5, paragraph 137.

[427] Appeal Bundle N: tab 5, paragraph 64.

[428] Appeal Bundle N: tab 5, paragraph 67.

[429] Appeal Bundle N: tab 5, paragraph 63.

[430] Appeal Bundle N: tab 4, pages 17-19.

[431] Appeal Bundle N: tab 4, page 18.

[432] Appeal Bundle N: tab 4, page 18.

[433] Appeal Bundle N: tab 4, pages 16-16 a.     

[434] Appeal Bundle O 1, page 195 D.

[435] Appeal Bundle N: tab 4, pages 20-25.

[436] Appeal Bundle N: tab 4, page 26.

[437] Appeal Bundle O 1: tab 1, page 196.

[438] Appeal Bundle N: tab 5, paragraph 149.

[439] Caterpillar Inc. v John Deere Ltd. (No 2) (2000) 181 ALR 108.

[440] Caterpillar Inc. v John Deere Ltd, paragraph 19.

[441] Appeal Bundle N: tab 5, paragraphs 87-88.

[442] Appeal Bundle N: tab 5, paragraph 78.

[443] Appeal Bundle N: tab 6, page 93.

[444] Appeal Bundle N: tab 5, paragraph 147.

[445] Appeal Bundle N: tab 5, paragraph 149.

[446] Appeal Bundle N: tab 5, paragraph 150.

[447] Appeal Bundle N: tab 5, paragraph 151.

[448] Appeal Bundle N: tab 5, paragraph 152.

[449] Appeal Bundle N: tab 5, paragraph 153.

[450] Appeal Bundle N: tab 7, paragraph 40.

[451] Appeal Bundle N: tab 7, paragraph 42.

[452] Appeal Bundle N: tab 7, paragraph 45.

[453] Appeal Bundle N: tab 7, paragraph 47.

[454] Appeal Bundle N: tab 8, paragraph 6.  (Reasons for Ruling: 6 October 2015.)

[455] Appeal Bundle N: tab 8, paragraph 3.

[456] Appeal Bundle N: tab 8, paragraph 7.

[457] Appeal Bundle O 3: tab 33, page 614 at paragraph 9.19.

[458] Appeal Bundle N: tab 8, paragraph 8.

[459] Appeal Bundle N: tab 8, paragraph 9.

[460] Appeal Bundle N: tab 8, paragraph 10.

[461] Appeal Bundle D 2, page 236.

[462] Appeal Bundle N: tab 8, paragraph 11.

[463] Caterpillar Inc. v John Deere Ltd,paragraph 17.

[464] Caterpillar Inc. v John Deere Ltd,paragraph 19.

[465] Caterpillar Inc. v John Deere Ltd,paragraph 25.

[466] Caterpillar Inc. v John Deere Ltd,paragraph 26.

[467] Appeal Bundle N: tab 5, paragraph 127.

[468] Appeal Bundle N: tab 5, paragraph 140.

[469] Appeal Bundle N: tab 5, paragraph 141.

[470] Appeal Bundle N: tab 5, paragraph 142.

[471] Committal Bundle: Transcript; 24 January 2013, page 2.

[472] Committal Bundle: Transcript; 24 January 2013, page 4 I-J.

[473] Appeal Bundle C 3: tab 7 - Transcript; Day 34, pages 19-20.

[474] Appeal Bundle J 2: tab 40.  Exhibit D3-40.

[475] Appeal Bundle C 3: tab 7 - Transcript; Day 34, page 38.

[476] Appeal Bundle C 3: tab 7 - Transcript; Day 34, page 91.

[477] Summing up, page 184 N-P.

[478] Appeal Bundle F 1: tab 11, pages 111(1)-(18).

[479] Appeal Bundle C 3: tab 7 - Transcript; Day 34, page 3.

[480] Appeal Bundle C 3: tab 7 - Transcript; Day 33, pages 14-15.

[481] Appeal Bundle J 2: tab 49.

[482] Appeal Bundle C 3: tab 7 - Transcript; Day 36, page 2.

[483] Appeal Bundle C 3: tab 7 - Transcript; Day 36, pages 32-33.

[484] Appeal Bundle C 3: tab 7 - Transcript; Day 36, pages 44-45.

[485] Appeal Bundle N: tab 8, paragraphs 12-13.

[486] Appeal Bundle F 4: tab 10, page 202.

[487] Summing up, page 13 N-Q.

[488] Summing up, page 12 I-N.

[489] Summing up, page 13 A-H.

[490] Summing up, page 12 Q-U.

[491] Summing up, page 13 O-Q.

[492] Summing up, pages 13 Q-14 B.

[493] Summing up, page 135 H-L.

[494] Summing up, pages 135 N-136 E.

[495] Summing up, page 136 N-P.

[496] Summing up, page 139 D-L.

[497] Appeal Bundle; page XXXIV, paragraph 4.

[498] Appeal Bundle M: tab 1, page 1.

[499] Appeal Bundle C 7; Transcript; Day 82, pages 62 - 65.

[500] R v Aziz [1996] 1 AC 41, at page 53 D-F.

[501] R v Gray [2004] 2 Cr App R 498, at paragraphs 57; and 59-63.

[502] Tang Siu Man (No 2) v HKSAR [1998] 1 HKLRD 350.

[503] Ibid, page 368 I.

[504] Appeal Bundle Q: tab 5, pages 48-83.

[505] Appeal Bundle Q: tab 5; Transcript 30 October 2015, page 66 M.

[506] Appeal Bundle Q: tab 5; Transcript 30 October 2015, page 69 U.

[507] Appeal Bundle Q: tab 5; Transcript 30 October 2015, page 70 H - J.

[508] Appeal Bundle K: tab 16, pages 208-220.

[509] Appeal Bundle K: tab 16, pages 212 and 215-216.

[510] Transcript (Livenote, but not included in the Appeal Bundle): 11 April 2016; Day 94, pages 124-131.

[511] Transcript (Livenote, but not included in the Appeal Bundle): 11 April 2016; Day 94, page 131.

[512] Tang Siu Man (No 2) v HKSAR,page 368 C-G.

[513] Summing up, pages 119 D-121 B.

[514] Summing up, page 195 J-N.

[515] Appeal Bundle, page 61 B-T.

[516] Appeal Bundle E 1: tab 544.

[517] Summing up, pages 128 F-129 Q.

[518] Appeal Bundle B: tab 1; Transcript Day 2, pages 47 – 48.

[519] Appeal Bundle C: tab 2; Transcript Day 15, pages 1 – 11.

[520] Appeal Bundle B: tab 1; Transcript Day 2, pages 46 – 47 and 58.

[521] Appeal Bundle B: tab 1; Transcript Day 2, page 90 (Opening). Appeal Bundle B: tab 2; Transcript Day 95, pages 7 – 8 (Closing).

[522] Appeal Bundle B: Tab 2; Transcript Day 95, page 46 (Closing).

[523] Appeal Bundle B: Tab 2; Transcript Day 96, pages 45 & 52.

[524] Appeal Bundle B: Tab 2; Transcript Day 96, pages 44 – 53.

[525] Summing up, pages 256 T-257 B.

[526] Appeal Bundle B: tab 5; Transcript Day 101, page 54.

[527] Summing up, page 263 D-E.

[528] Summing up, page 70 B-D.

[529] Summing up, page 69 I-J.

[530] HKSAR v Wiwik Lestari (CACC 227/2016; unreported, 27 March 2018).

[531] HKSAR v Tse Hin Yeung (CACC 185/2017; unreported, 29 March 2018).

[532] HKSAR v Wiwik Lestari, paragraph 107.

[533] Paragraph 114 of the Code of Conduct of the Bar of the HKSAR.

[534] HKSAR v Tse Hin Yeung, paragraph 20.

[535] Appeal Bundle C1:Transcript; Day 10, pages 98-103.  Exhibits H (1): tabs 6 and 7: emails dated 11-13 May 2009.

[536] The Queen v Tam Chung Shing [1989] 1 HKLR 42, at 47 G-I.

[537] Ruling: Hon Lunn VP, 9 May 2017.

[538] Appeal Bundle O 1, page 171 J-N.

[539] Appeal Bundle N: tab 4, pages 17-19.

[540] Appeal Bundle N: tab 4, page 18.

[541] Appeal Bundle N: tab 4, page 18.

[542] 9 May 2017 ruling, paragraph 18.

[543] Appeal Bundle N: tab 5, paragraph 62.

[544] Appeal Bundle O 1: tab1, page 195 D.

[545] Appeal Bundle O 1: tab1, page 196.

[546] Appeal Bundle N: tab 5, paragraphs 128 and 154.

[547] Appeal Bundle N: tab 5, paragraph 132.

[548] Appeal Bundle N: tab 5, paragraph 146.

[549] Appeal Bundle N: tab 5, paragraph 137.

[550] Appeal Bundle N: tab 5, paragraph 153.

[551] Appeal Bundle N: tab 7.

[552] Appeal Bundle N: tab 8, paragraph 12.

[553] The Queen v Tam Chung Shing [1989] 1 HKLR 47 I.