The thesis analyses the concept ‘fairness’ in consumer contracts regulated by the Consumer Protection Act 68 of 2008, mainly from the perspective of a freedom and fairness orientation. It discusses the evolution of ‘fairness’ as background to a more detailed discussion of the classification of fairness into substantive and procedural fairness. The thesis examines dimensions of fairness, factors which play a role in the determination of fairness, and fairness- oriented approaches in an attempt to formulate a framework for fairness in consumer contracts. The main aspects that should be taken into account to justify a finding of fairness, or to determine whether a contract is fair, are identified. This analysis addresses, too, the extent to which the fairness provisions of the Consumer Protection Act are appropriate (with reference to the law of South Africa, Europe, and England). / Mercantile Law / LL.D.

Because women are predominantly responsible for childcare, men are the primary income earners. Having acquired the marital assets, on divorce the husband would retain them in a marriage out of community of property. The wife would be left deskilled, financially dependent, with little likelihood of receiving spousal maintenance and with no marital assets. In 1984 the Matrimonial Property Act and in 1988 the Matrimonial Property Law Amendment Act introduced a judicial discretion to equitably redistribute marital assets in certain marriages out of community. This dissertation argues that the bases for the limitation of the judicial discretion to women married before a certain date are unsound and that the limitation arguably violates the equality clause of the Constitution. / Law / LL.M.

A tese objetiva construir, sob o ponto de vista dogmático, critérios para a caracterização do contrato incompleto no direito brasileiro, estabelecendo o traço distintivo de sua causa e a disciplina jurídica que lhe é aplicável, à luz da metodologia civil-constitucional. Pretende-se, ainda, na perspectiva funcional dos fatos jurídicos, que permite a qualificação do contrato incompleto como negócio jurídico que emprega a técnica da gestão negativa da álea normal dos contratos, definir parâmetros interpretativos que orientem a sua execução. Por representarem o esmorecimento voluntário da técnica regulamentar, os contratos incompletos exigem elevados padrões de cooperação entre os contratantes na integração das lacunas, a ensejar a incidência reforçada dos princípios da boa-fé objetiva, da função social e do equilíbrio contratual, relativamente aos contratos em que ocorre a gestão positiva da álea normal. Após investigar os mecanismos legais incidentes na hipótese de inadimplemento do dever de integração da lacuna, analisam-se os limites legais e valorativos a que se sujeitam os contratos incompletos. Em chave conclusiva, almeja-se estabelecer o contrato incompleto como negócio jurídico lícito e merecedor de tutela no atendimento aos interesses concretos dos particulares no exercício de suas atividades econômicas, a evidenciar os novos confins da autonomia privada na legalidade constitucional. / This thesis aimsto buildstandards, from a dogmatic point of view, to define the incomplete contract in Brazilian Law, establishingthe distinctive feature of its function(causa) and its juridical discipline, inlight of the civilconstitutional methodology. It also intendsto determine interpretative parameters for its performance, under the functional perspective of the juridical facts, which allows the definition of the incomplete contract as a juridical act which adopts the negative technique of distribution of risks (álea normal).Since the incomplete contract intentionally doesnot regulate every possible contingency, ahigh level of cooperation between the contracting parties is required in order to fill its gaps. As a result,incomplete contracts set a higher standard when referring tothe principles of objective good faith, social function and contractual balance,which will be applied with more intensitythan in juridical actswherethere is a positive distribution of risks (álea normal).After analyzing the legal mechanisms applicable to the breach of the duty offillingcontractual gaps, this work will examine the legal and axiological limits to the incomplete contracts. In conclusion, this thesis aims to establish the incomplete contract as a licit juridical act, worthy of protection,asitmeets the parties interests in its economic activities, highlighting new boundaries ofthe private autonomy in the constitutional legality.

A tese objetiva construir, sob o ponto de vista dogmático, critérios para a caracterização do contrato incompleto no direito brasileiro, estabelecendo o traço distintivo de sua causa e a disciplina jurídica que lhe é aplicável, à luz da metodologia civil-constitucional. Pretende-se, ainda, na perspectiva funcional dos fatos jurídicos, que permite a qualificação do contrato incompleto como negócio jurídico que emprega a técnica da gestão negativa da álea normal dos contratos, definir parâmetros interpretativos que orientem a sua execução. Por representarem o esmorecimento voluntário da técnica regulamentar, os contratos incompletos exigem elevados padrões de cooperação entre os contratantes na integração das lacunas, a ensejar a incidência reforçada dos princípios da boa-fé objetiva, da função social e do equilíbrio contratual, relativamente aos contratos em que ocorre a gestão positiva da álea normal. Após investigar os mecanismos legais incidentes na hipótese de inadimplemento do dever de integração da lacuna, analisam-se os limites legais e valorativos a que se sujeitam os contratos incompletos. Em chave conclusiva, almeja-se estabelecer o contrato incompleto como negócio jurídico lícito e merecedor de tutela no atendimento aos interesses concretos dos particulares no exercício de suas atividades econômicas, a evidenciar os novos confins da autonomia privada na legalidade constitucional. / This thesis aimsto buildstandards, from a dogmatic point of view, to define the incomplete contract in Brazilian Law, establishingthe distinctive feature of its function(causa) and its juridical discipline, inlight of the civilconstitutional methodology. It also intendsto determine interpretative parameters for its performance, under the functional perspective of the juridical facts, which allows the definition of the incomplete contract as a juridical act which adopts the negative technique of distribution of risks (álea normal).Since the incomplete contract intentionally doesnot regulate every possible contingency, ahigh level of cooperation between the contracting parties is required in order to fill its gaps. As a result,incomplete contracts set a higher standard when referring tothe principles of objective good faith, social function and contractual balance,which will be applied with more intensitythan in juridical actswherethere is a positive distribution of risks (álea normal).After analyzing the legal mechanisms applicable to the breach of the duty offillingcontractual gaps, this work will examine the legal and axiological limits to the incomplete contracts. In conclusion, this thesis aims to establish the incomplete contract as a licit juridical act, worthy of protection,asitmeets the parties interests in its economic activities, highlighting new boundaries ofthe private autonomy in the constitutional legality.

Submitted by Haroudo Xavier Filho (haroudo.xavierfo@ufpe.br) on 2016-03-04T16:58:06Z No. of bitstreams: 2 license_rdf: 1232 bytes, checksum: 66e71c371cc565284e70f40736c94386 (MD5) RODRIGO CHUEIRI - DISSERTAÇÃO - ADIMPLEMENTO SUBSTANCIAL_ ANÁLISE CRÍTICA DE PARÂMETROS PARA APLICAÇÃO NO DIREITO BRASILEIRO (2).pdf: 1306827 bytes, checksum: 4ac8441f02e2c15234e6424dcd40daa1 (MD5) / Made available in DSpace on 2016-03-04T16:58:06Z (GMT). No. of bitstreams: 2 license_rdf: 1232 bytes, checksum: 66e71c371cc565284e70f40736c94386 (MD5) RODRIGO CHUEIRI - DISSERTAÇÃO - ADIMPLEMENTO SUBSTANCIAL_ ANÁLISE CRÍTICA DE PARÂMETROS PARA APLICAÇÃO NO DIREITO BRASILEIRO (2).pdf: 1306827 bytes, checksum: 4ac8441f02e2c15234e6424dcd40daa1 (MD5) Previous issue date: 2014-12-17 / CAPES / A relação jurídica obrigacional não pode mais ser vista somente como relação atomizada, linear, composta pela ideia de um antagonismo protagonizado por credor e devedor. A verificação do adimplemento e do inadimplemento passa, atualmente, pela observância de direitos e deveres primários, secundários e laterais, sendo possível valorar a mora e suas consequências. Expressão disso é a teoria do adimplemento substancial, pela qual a regra contida no artigo 475, do Código Civil Brasileiro de 2002, que elenca um direito aparentemente potestativo do credor à resolução do contrato diante de inadimplemento, encontra possibilidade de mitigação. Diante de tal possibilidade, a dissertação intenciona analisar a teoria, verificando, além de sua origem, ordenamentos jurídicos que a contemplam atualmente, com a busca pelos parâmetros de aplicação ali propostos, dentre os quais o da Inglaterra, Estados Unidos da América, Alemanha, Itália e Portugal. Na posse de tais dados, foi analisada a aplicação da teoria no Brasil, constatando que se baseia na função social dos contratos e na boa-fé objetiva e apontando que a atuação do Superior Tribunal de Justiça em relação à matéria é predominantemente lastreada em um critério matemático de verificação da substancialidade do adimplemento. Por perceber que a análise puramente matemática pode não ser suficiente para a aplicação da teoria, foram elencados outros critérios, qualitativos, como tempo, local e forma da prestação, o comportamento dos contratantes, a fundamentalidade do objeto em relação aos contratantes, e, em âmbito estrangeiro e supranacional, algumas proposições interpretativas, nas quais se percebeu constante remissão ao interesse surgido da relação jurídica como parâmetro maior de verificação. Realizada incursão sobre o interesse juridicamente relevante para a relação contratual, se chegou à ideia de interesse objetivado, com grande proximidade à ideia de causa dos contratos, sob o aspecto da finalidade. Desta forma, o estudo culminou por elencar a possibilidade de manutenção da causa contratual final concreta como parâmetro último de verificação da substancialidade do adimplemento, propondo balizas interpretativas. Algumas, figurando como elementos de presença necessária, outros, de presença impeditiva à aplicação e, em uma terceira categoria, elementos auxiliares à verificação da substancialidade. / The juridical relationship concerning obligations must no longer be seen only as an atomized, linear relationship, composed by the idea of an antagonism played by creditor and debtor. The verification of performance and non-performance is currently goes through the observation of primary, secondary and side rights and duties, making it possible to assess arrearage and its consequences. An expression of this is the doctrine of the substantial performance, through which the rule contained in article 475 of Código Civil de 2002 (Brazilian Civil Code of 2002), that seemingly lists a potestative right of the creditor to cancel the contract in case of noncompliance, is susceptible of mitigation. Facing that possibility, the present dissertation intends to analyze the referred doctrine in order to verify, beyond its origin, juridical systems in which it is contemplated nowadays, such as the English, North American, German, Italian and Portuguese systems, especially in the search of application parameters that are proposed. Possessing this data, the application of the theory was analyzed in Brazil, showing it is based on the social function of contracts and on the objective good faith and also showing that the acting of the Superior Court of Justice towards the subject is mainly supported in a mathematic criterion of verification of the substantiality of the performance. After realizing that the pure mathematic analysis may not be enough for the application of the theory, other criteria was chosen, such as time, place and the ways of fulfillment, the behavior of the contractors, the fundamentality of the object in relation to the contractors and, in an international and supranational perspective, some interpretative propositions, where it was noticed the constant remission of the interest raised from the juridical relationship as main parameter of verification was shown. Once the deepening on the juridically relevant interest to the contractual relationship was accomplished, the idea of objectived interest was achieved, with great proximity to the concept of cause of contracts, under the aspect of its finality. Thereby, this study culminated in registering the possibility to maintain the final contractual concrete cause as the last parameter to verify the substantiality of the performance, with the proposition of interpretative guidelines. Some of those guidelines turned out to be elements of mandatory attendance, others which presence is impeditive to application and, as a third category, auxiliary elements to the verification of substantiality were set.

A presente dissertação analisa a origem e a aplicação do direito de manutenção do ex-empregado no plano de saúde coletivo empresarial depois do seu desligamento da empresa. Nela, abordaremos a natureza do contrato de plano de saúde no ordenamento jurídico brasileiro e os seus efeitos mutantes no decorrer do negócio jurídico celebrado entre a estipulante, que é a empresa, a operadora de plano de saúde, que é a contratada, e o terceiro, que, na qualidade de empregado da empresa, é o beneficiário do contrato. Também analisaremos as características do sistema de saúde misto adotado no Brasil. Verificaremos que o direito de extensão do plano de saúde pós-emprego foi espelhado na legislação americana. Na legislação brasileira, contudo, esse direito teve suas características alargadas, de modo a ampliar o acesso à assistência privada e assegurar ao ex-empregado a sua permanência no plano de saúde. Por fim, abordaremos as bases principiológicas do direito à saúde, bem como os entendimentos doutrinários e jurisprudenciais que amparam a aplicação desse benefício pós-emprego, buscando soluções para a viabilização do direito considerando as suas peculiaridades no tocante aos aspectos econômicos desse contrato. Por ser uma fonte de direito relevante na atualidade, analisaremos por fim o papel da atividade jurisdicional e o método hermenêutico utilizado pelos magistrados para solucionar os litígios. Nosso argumento consiste em que o equilíbrio do contrato é essencial para a sustentabilidade da relação jurídica ora analisada. / The following essay examines the origin and the enforcement of the former employee maintenance right in the corporate healthcare plan after his dismissal or retirement. We will examine the nature of the healthcare contract in view of Brazilian legal system and its variable features during the transaction between the policyholder, which is the company that offers the healthcare plan to its employees, the contractor, which is the insurance company, and the third-party, which corresponds to the former employee, that is the beneficiary of the healthcare plan. Also we will analyze the characteristics of the Brazilian health system, which involves the public and private sectors. We will verify that the right that allows the extension of the healthcare plan post-employment was based on the American system. Under Brazilian law, however, this right was slightly changed in order to expand its applicability to allow the access to the private healthcare and to ensure the maintenance of the former employee in the corporate healthcare plan. Finally, we will discuss the principles applied to the right to health as well as the doctrinal and jurisprudential understandings that support the application of post-employment benefit, seeking solutions for the viability of this law, considering their peculiarities with regard to economic aspects of the agreement. It is also important to bear in mind that to solve the disputes filed prior to the Court, we have to analyze the role of the judiciary and the hermeneutical method used by judges to be applied on this matter. Our argument is that the contract balance is essential for the sustainability of the legal relationship.

Cette étude se livre à l’analyse de la faculté de "dépeçage" du contrat dont disposent les parties à un contrat international afin de le soumettre à différents systèmes de règles. Permise par le principe d’autonomie de la volonté, cette figure a été consacrée par la Convention de Rome, devenue règlement Rome I, qui constitue le droit international privé français et européen en matière contractuelle. L’intérêt de cette technique a ensuite été renouvelé par la Proposition de règlement Rome 1 dont la nouveauté réside dans l'admission de la combinaison non seulement entre différentes lois étatiques comme c'est le cas actuellement, mais également entre des lois étatiques avec des lois a-étatiques. A cet égard, les contours théorique du terme sont explorés. Le droit des contrats étant avant tout un droit pratique, cette étude se propose d’évaluer l'intérêt réel de la mesure envisagée pour les opérateurs du commerce international. L’intérêt de la démonstration repose notamment sur la méthodologie de recherche employée, la question du dépeçage du contrat étant étudiée tant sur un plan théorique que précisée sur le plan pratique. / This study aims at analyzing contractual “dépeçage” or “contractual splitting”. This ability allow the parties to an international contract to distribute it between different laws. The figure has been enshrined in the Rome Convention, that became the Rome I Regulation, which now constitutes the actual French and European private international law of contract. The advantage of this technique was then renewed by the Proposal for a Regulation Rome 1 whose novelty lies in the admission of the combination, not only between different state laws as it is currently the case, but also, between state laws and non-state laws. In this respect, the theoretical contours of the term are explored. And since contract law is primarily a practical law, this study aims to assess the real value of the measure for international operators. The interest of the demonstration is therefore based on the methodology of the research, the issue split the contract being discussed both on a theoretical level, as on a practical point of view.

Memoria (licenciado en ciencias jurídicas y sociales) / En este trabajo daremos a conocer, principalmente al lector nacional, el contenido del texto de los Principios de UNIDROIT (“Principios”). Principios que tratan las distintas etapas de un contrato a la luz de la aplicación del principio general del derecho de la buena fe y de algunas de sus derivaciones. Partiremos introduciendo al lector en la formación y discusión del texto de los Principios. La comparación de sus cláusulas con lo que se señala en textos similares en el ámbito de los negocios internacionales. Relación de estos Principios con la lex mercatoria y los usos del comercio internacional. Posteriormente, de dichos Principios analizaremos particularmente tres instituciones que están tratadas en ellos y que pertenecen al derecho civil. Dichas instituciones corresponden a la responsabilidad precontractual; a la teoría de la imprevisión y al caso fortuito o fuerza mayor; instituciones que tienen un grado de interés para nosotros por la evolución a que se han visto expuestas con el desarrollo mismo de la economía mundial. Vamos a señalar en qué consisten esas instituciones, su análisis en el derecho nacional, su análisis relacionado con lo que señalan los Principios y qué es lo novedoso que, en lo que respecta a estas tres instituciones, aportan los Principios a las cláusulas que pueden adoptar los contratantes internacionales en sus contratos. Decimos los contratantes internacionales pero nada obsta a que sean adoptadas esas cláusulas por contratantes nacionales; es más, es eso precisamente lo que buscamos como finalidad. Que sean los propios comerciantes de nuestro país que adopten este tipo de cláusulas, beneficiándose de sus efectos, sin contrariar el orden público nacional

La loi du 3 décembre 2001 a, incontestablement, réalisé une avancée majeure dans la protection du conjoint survivant en lui reconnaissant une vocation ab intestat en propriété et en lui permettant, le restant de sa vie, de se maintenir dans le logement conjugal. Néanmoins, cette protection se révèle insuffisante pour celui auquel la loi ferme l’option pour l’usufruit légal : le survivant laissé en la présence d’au moins un enfant issu d’une précédente union. L’introduction de cette distinction à l’article 757du Code civil ne permet pas, en effet, de garantir aux veuves et veufs, issus en particulier de familles recomposées, le maintien de leurs conditions d’existence antérieures, ce, d’autant plus que le droit viager au logement ne peut passe cumuler avec le quart légal en propriété. D’où la nécessité pour le futur défunt d’anticiper les conséquences de sa disparition. Le droit patrimonial de la famille offre, à cet égard, toute une panoplie d’instruments juridiques que le législateur du 23 juin 2006 est venu étoffer, notamment par les nouvelles libéralités-partages et les libéralités graduelles et résiduelles. Toutefois, il sera fait appel aux outils les plus classiques issus, pour les uns, du droit des régimes matrimoniaux avec les avantages matrimoniaux, pour les autres, du droit des libéralités avec l’institution contractuelle entre époux. La voie matrimoniale devant, autant que faire se peut, constituer l’essentiel de la protection du conjoint survivant. Enfin, il sera de bonne pratique de compléter ces mesures de prévoyance conjugale par le recours à l’assurance-vie et à la société civile de gestion de portefeuille de valeurs mobilières. / The law dated December 3rd, 2001 realized, undoubtedly, a major step forward in the protection of the surviving spouse since it recognizes for him a legal vocation in property and it allows himself, the rest of his life, to remain in the matrimonial home. Nevertheless, this protection turns out to be insufficient for the one to which the law closes the option for the legal usufruct : the survivor left with at least one child stemming from a previous union. The introduction of this distinction in the article757 of the civil Code does not, indeed, allow to guarantee for the widows and widowers, stemming in particular from blended families, the preservation of their previous conditions of existence, it, especially as the right life annuity in the accommodation cannot accrue with the legal quarter in property. Where from thenecessity for the future deceased to anticipate the consequences of his disappearance. The property right of the family offers, in this respect, a whole outfit of legal instruments which the legislator of June 23rd, 2006 came to enrich, in particular by new liberalities-divisions and the gradual (and residual) liberalities. However, it will be called on to the most classic stemming tools, for some, of the right of the matrimonial systems with the marital advantages, for the others, the right of the liberalities with the contractual institution between spouses. The marital way in front of, as far as possible, to constitute the main part of the protection of the survivor. Finally, it will be considered as good practice to complete these measures of conjugal foresight by the life insurance and the civil society of management of portfolio of securities.

Par les représentations qu’elle véhicule et les solutions qu’elle encourage, l’édificationd’une théorie générale n’est jamais neutre au plan axiologique. Sa construction repose certes sur laconnaissance du droit positif de lege lata, mais la mise en ordre qui en résulte demeure quant à elleintimement liée aux perceptions et aux convictions de l’interprète. C’est en ce sens que doit êtreabordée la question de l’apport du droit du travail à la théorie générale de l’acte juridique. La présenteétude met en évidence le caractère protéiforme du phénomène envisagé, sans occulter les situations oùla discipline fait davantage figure de contre modèle que de véritable source d’inspiration. Adoptant unpoint de vue prospectif, cette recherche met en évidence les aspects de droit du travail susceptiblesd’encourager la promotion d’une théorie de l’acte juridique marquée par le pluralisme. La matièrecontribue ainsi à souligner la variété des conditions dans lesquelles se forme la volonté de s’engager,tout comme la diversité de ses modes d’expression. Elle témoigne également d’une capacité certaine àtraduire sur le terrain du Droit, afin de mieux les appréhender, l’altérité des rapports de force et lamutabilité des données factuelles qui accompagnent l’exécution des actes juridiques. / By the representations it conveys and the solutions it encourages, the building of ageneral theory is never neutral in an axiological plan. Although its construction is based on knowledgeof Positive Law de lege lata, the resulting order meanwhile remains closely linked to the perceptionsand beliefs of the interpreter. It is in this sense that must be addressed the question of the contributionof labor law to the general theory of the legal act. This study highlights the protean nature of theconsidered phenomenon, without concealing the situations where the discipline resembles more acounter productive model than a true source of inspiration. Adopting a prospective point of view, thisresearch highlights aspects of the labour law likely to encourage the promotion of a theory of the legalact marked by pluralism. The material thus contributes to underline the variety of conditions in whichforms the willingness to engage oneself, just like the diversity of its modes of expression. It alsoshows a certain capacity to translate in the field of law, in order to understand them better, theotherness of the balances of power and the mutability of the factual data accompanying the executionof legal acts.