COMMON POSITION (EC) No 16/2006

                                                    adopted by the Council on 24 July 2006

                   with a view to adopting Directive 2006/.../EC of the European Parliament and of the Council of ...

                                                        on services in the internal market

 

                                                                 (2006/C 967 E/01)

 

THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE EURO-                                    employment and of social protection, equality between

PEAN UNION,                                                                             men and women, sustainable and non-inflationary

Having regard to the Treaty establishing the European Com-                              growth, a high degree of competitiveness and conver-

munity, and in particular the first and third sentence of Article                       gence of economic performance, a high level of protec-

47(2) and Article 55 thereof,                                                           tion and improvement of the quality of the environment,

                                                                                        the raising of the standard of living and quality of life

Having regard to the proposal from the Commission,                                      and economic and social cohesion and solidarity among

                                                                                        Member States.

Having regard to the opinion of the European Economic and

Social Committee (1),

Having regard to the opinion of the Committee of the

Regions (2),

                                                                                 (2)    A competitive market in services is essential in order to

Acting in accordance with the procedure laid down in Article                            promote economic growth and create jobs in the Euro-

251 of the Treaty (3),                                                                  pean Union. At present numerous barriers within the

Whereas:                                                                                internal market prevent providers, particularly small and

                                                                                        medium-sized enterprises (SMEs), from extending their

(1)        The European Community is seeking to forge ever closer                       operations beyond their national borders and from

           links between the States and peoples of Europe and to                        taking full advantage of the internal market. This

           ensure economic and social progress. In accordance with                      weakens the worldwide competitiveness of European

           Article 14(2) of the Treaty, the internal market                             Union providers. A free market which compels the

           comprises an area without internal frontiers in which                        Member States to eliminate restrictions on cross-border

           the free movement of services is ensured. In accordance                      provision of services while at the same time increasing

           with Article 43 of the Treaty the freedom of establish-                      transparency and information for consumers would give

           ment is ensured. Article 49 of the Treaty establishes the                    consumers wider choice and better services at lower

           right to provide services within the Community. The                          prices.

           elimination of barriers to the development of service

           activities between Member States is essential in order to

           strengthen the integration of the peoples of Europe and

           to promote balanced and sustainable economic and

           social progress. In eliminating such barriers it is essential

           to ensure that the development of service activities                  (3)    The report from the Commission on `The State of the

           contributes to the fulfilment of the task laid down in                       Internal Market for Services' drew up an inventory of a

           Article 2 of the Treaty of promoting throughout the                          large number of barriers which are preventing or

           Community a harmonious, balanced and sustainable                             slowing down the development of services between

           development of economic activities, a high level of                          Member States, in particular those provided by SMEs,

                                                                                        which are predominant in the field of services. The

                                                                                        report concludes that a decade after the envisaged

(1) OJ C 221, 8.9.2005, p. 113.                                                         completion of the internal market, there is still a huge

(2) OJ C 43, 18.2.2005, p. 18.                                                          gap between the vision of an integrated European Union

(3) Opinion of the European Parliament of 16 February 2006 (not yet                     economy and the reality as experienced by European

       published in the Official Journal). Council Common Position of 24

       July 2006 and Position of the European Parliament of ... (not yet                citizens and providers. The barriers affect a wide variety

       published in the Official Journal).                                              of service activities across all stages of the provider's

 


 

 

C 270E/2             EN                         Official Journal of the European Union                                        7.11.2006

 

       activity and have a number of common features,                        enlargement, be extremely complicated for national and

       including the fact that they often arise from administra-             Community institutions, and, on the other hand, the

       tive burdens, the legal uncertainty associated with cross-            lifting of many barriers requires prior coordination of

       border activity and the lack of mutual trust between                  national legal schemes, including the setting up of

       Member States.                                                        administrative cooperation. As the European Parliament

                                                                             and the Council have recognised, a Community legisla-

                                                                             tive instrument makes it possible to achieve a genuine

                                                                             internal market for services.

 

(4)    Since services constitute the engine of economic growth

       and account for 70 % of GDP and employment in most

       Member States, this fragmentation of the internal market

       has a negative impact on the entire European economy,          (7)    This Directive establishes a general legal framework

       in particular on the competitiveness of SMEs and the                  which benefits a wide variety of services while taking

       movement of workers, and prevents consumers from                      into account the distinctive features of each type of

       gaining access to a greater variety of competitively                  activity or profession and its system of regulation. That

       priced services. It is important to point out that the                framework is based on a dynamic and selective approach

       services sector is a key employment sector for women in               consisting in the removal, as a matter of priority, of

       particular, and that they therefore stand to benefit                  barriers which may be dismantled quickly and, for the

       greatly from new opportunities offered by the comple-                 others, the launching of a process of evaluation, consul-

       tion of the internal market for services. The European                tation and complementary harmonisation of specific

       Parliament and the Council have emphasised that the                   issues, which will make possible the progressive and

       removal of legal barriers to the establishment of a                   coordinated modernisation of national regulatory

       genuine internal market is a matter of priority for                   systems for service activities which is vital in order to

       achieving the goal set by the European Council in                     achieve a genuine internal market for services by 2010.

       Lisbon of 23 and 24 March 2000 of improving employ-                   Provision should be made for a balanced mix of

       ment and social cohesion and achieving sustainable                    measures involving targeted harmonisation, administra-

       economic growth so as to make the European Union the                  tive cooperation, the provision on the freedom to

       most competitive and dynamic knowledge-based                          provide services and encouragement of the development

       economy in the world by 2010, with more and better                    of codes of conduct on certain issues. That coordination

       jobs. Removing those barriers, while ensuring an                      of national legislative regimes should ensure a high

       advanced European social model, is thus a basic condi-                degree of Community legal integration and a high level

       tion for overcoming the difficulties encountered in                   of protection of general interest objectives, especially

       implementing the Lisbon Strategy and for reviving the                 protection of consumers, which is vital in order to estab-

       European economy, particularly in terms of employment                 lish trust between Member States. This Directive also

       and investment. It is therefore important to achieve an               takes into account other general interest objectives,

       internal market for services, with the right balance                  including the protection of the environment, public

       between market opening and preserving public services                 security and public health as well as the need to comply

       and social and consumer rights.                                       with labour law.

 

 

 

(5)    It is therefore necessary to remove barriers to the

       freedom of establishment for providers in Member States        (8)    It is appropriate that the provisions of this Directive

       and barriers to the free movement of services as between              concerning the freedom of establishment and the free

       Member States and to guarantee recipients and providers               movement of services should apply only to the extent

       the legal certainty necessary for the exercise in practice            that the activities in question are open to competition,

       of those two fundamental freedoms of the Treaty. Since                so that they do not oblige Member States either to liber-

       the barriers in the internal market for services affect               alise services of general economic interest or to privatise

       operators who wish to become established in other                     public entities which provide such services or to abolish

       Member States as well as those who provide a service in               existing monopolies for other activities or certain distri-

       another Member State without being established there, it              bution services.

       is necessary to enable providers to develop their service

       activities within the internal market either by becoming

       established in a Member State or by making use of the

       free movement of services. Providers should be able to

       choose between those two freedoms, depending on their          (9)    This Directive applies only to requirements which affect

       strategy for growth in each Member State.                             the access to, or the exercise of, a service activity. There-

                                                                             fore, it does not apply to requirements, such as road

                                                                             traffic rules, rules concerning the development or use of

                                                                             land, town and country planning, building standards as

                                                                             well as administrative penalties imposed for non-compli-

(6)    Those barriers cannot be removed solely by relying on                 ance with such rules which do not specifically regulate

       direct application of Articles 43 and 49 of the Treaty,               or specifically affect the service activity but have to be

       since, on the one hand, addressing them on a case-by-                 respected by providers in the course of carrying out

       case basis through infringement procedures against the                their economic activity in the same way as by individuals

       Member States concerned would, especially following                   acting in their private capacity.

 


 

 

7.11.2006              EN                          Official Journal of the European Union                                               C 270E/3

 

(10)    This Directive does not concern requirements governing           (15)    This Directive respects the exercise of fundamental rights

        access to public funds for certain providers. Such                       applicable in the Member States and as recognised in the

        requirements include notably those laying down condi-                    Charter of fundamental Rights of the European Union

        tions under which providers are entitled to receive                      and the accompanying explanations, reconciling them

        public funding, including specific contractual conditions,               with the fundamental freedoms laid down in Articles 43

        and in particular quality standards which need to be                     and 49 of the Treaty. Those fundamental rights include

        observed as a condition for receiving public funds, for                  the right to take industrial action in accordance with

        example for social services.                                             national law and practices which respect Community

                                                                                 law.

 

 

 

 

(11)    This Directive does not interfere with measures taken by

        Member States, in accordance with Community law, in

        relation to the protection or promotion of cultural and          (16)    This Directive concerns only providers established in a

        linguistic diversity and media pluralism, including the                  Member State and does not cover external aspects. It

        funding thereof. This Directive does not prevent Member                  does not concern negotiations within international orga-

        States from applying their fundamental rules and princi-                 nisations on trade in services, in particular in the frame-

        ples relating to the freedom of press and freedom of                     work of the General Agreement on Trade in Services

        expression. This Directive does not affect Member State                  (GATS).

        laws prohibiting discrimination on grounds of nation-

        ality or on grounds such as those set out in Article 13 of

        the Treaty.

 

 

                                                                         (17)    This Directive covers only services which are performed

                                                                                 for an economic consideration. Services of general

                                                                                 interest are not covered by the definition in Article 50

(12)    This Directive aims at creating a legal framework to                     of the Treaty and therefore do not fall within the scope

        ensure the freedom of establishment and the free move-                   of this Directive. Services of general economic interest

        ment of services between the Member States and does                      are services that are performed for an economic consid-

        not harmonise or prejudice criminal law. However,                        eration and therefore do fall within the scope of this

        Member States should not be able to restrict the freedom                 Directive. However, certain services of general economic

        to provide services by applying criminal law provisions                  interest, such as those that may exist in the field of

        which specifically affect the access to or the exercise of a             transport, are excluded from the scope of this Directive

        service activity in circumvention of the rules laid down                 and certain other services of general economic interest,

        in this Directive.                                                       for example, those that may exist in the area of postal

                                                                                 services, are the subject of a derogation from the provi-

                                                                                 sion on the freedom to provide services set out in this

                                                                                 Directive. This Directive does not deal with the funding

                                                                                 of services of general economic interest and does not

                                                                                 apply to systems of aids granted by Member States, in

                                                                                 particular in the social field, in accordance with Com-

(13)    It is equally important that this Directive fully respect                munity rules on competition. This Directive does not

        Community initiatives based on Article 137 of the                        deal with the follow-up to the Commission White Paper

        Treaty with a view to achieving the objectives of Article                on Services of General Interest.

        136 thereof concerning the promotion of employment

        and improved living and working conditions.

 

 

 

 

                                                                         (18)    Financial services should be excluded from the scope of

(14)    This Directive does not affect terms and conditions of                   this Directive since these activities are the subject of

        employment, including maximum work periods and                           specific Community legislation aimed, as is this Direc-

        minimum rest periods, minimum paid annual holidays,                      tive, at achieving a genuine internal market for services.

        minimum rates of pay as well as health, safety and                       Consequently, this exclusion should cover all financial

        hygiene at work, which Member States apply in compli-                    services such as banking, credit, insurance, including

        ance with Community law, nor does it affect relations                    reinsurance, occupational or personal pensions, securi-

        between social partners, including the right to negotiate                ties, investment funds, payments and investment advice,

        and conclude collective agreements, the right to strike                  including the services listed in Annex I to Directive

        and to take industrial action in accordance with national                2006/48/EC of the European Parliament and of the

        law and practices which respect Community law, nor                       Council of 14 June 2006 relating to the taking up and

        does it apply to services provided by temporary work                     pursuit of the business of credit institutions (1).

        agencies. This Directive does not affect Member States'

        social security legislation.                                     (1) OJ L 177, 30.6.2006, p. 1.

 


 

 

C 270E/4              EN                          Official Journal of the European Union                                          7.11.2006

 

(19)    In view of the adoption in 2002 of a package of legisla-                in which the recipient of the care is resident. This issue

        tive instruments relating to electronic communications                  has been addressed by the Court of Justice on numerous

        networks and services, as well as to associated resources               occasions, and the Court has recognised patients' rights.

        and services, which has established a regulatory frame-                 It is important to address this issue in another Com-

        work facilitating access to those activities within the                 munity legal instrument in order to achieve greater legal

        internal market, notably through the elimination of most                certainty and clarity to the extent that this issue is not

        individual authorisation schemes, it is necessary to                    already addressed in Council Regulation (EEC) No

        exclude issues dealt with by those instruments from the                 1408/71 of 14 June 1971 on the application of social

        scope of this Directive.                                                security schemes to employed persons, to self-employed

                                                                                persons and to members of their families moving within

                                                                                the Community (6).

 

(20)    The exclusion from the scope of this Directive as regards

        matters of electronic communications services as

        covered by Directives 2002/19/EC of the European                (24)    Audiovisual services, whatever their mode of transmis-

        Parliament and of the Council of 7 March 2002 on                        sion, including within cinemas, should also be excluded

        access to, and interconnection of, electronic communica-                from the scope of this Directive. Furthermore, this Direc-

        tions networks and associated facilities (Access Direc-                 tive should not apply to aids granted by Member States

        tive) (1), 2002/20/EC of the European Parliament and of                 in the audiovisual sector which are covered by Com-

        the Council of 7 March 2002 on the authorisation of                     munity rules on competition.

        electronic communications networks and services

        (Authorisation Directive) (2), 2002/21/EC of the Euro-

        pean Parliament and of the Council of 7 March 2002 on

        a common regulatory framework for electronic commu-

        nications networks and services (Framework Direc-               (25)    Gambling activities, including lottery and betting trans-

        tive) (3), 2002/22/EC of the European Parliament and of                 actions, should be excluded from the scope of this Direc-

        the Council of 7 March 2002 on universal service and                    tive in view of the specific nature of these activities,

        users' rights relating to electronic communications                     which entail implementation by Member States of poli-

        networks and services (Universal Service Directive) (4)                 cies relating to public policy and consumer protection.

        and 2002/58/EC of the European Parliament and of the

        Council of 12 July 2002 concerning the processing of

        personal data and the protection of privacy in the elec-

        tronic communications sector (Directive on privacy and

        electronic communications) (5) should apply not only to         (26)    This Directive is without prejudice to the application of

        questions specifically dealt with in these Directives but               Article 45 of the Treaty.

        also to matters for which the Directives explicitly leave

        to Member States the possibility of adopting certain

        measures at national level.

                                                                        (27)    This Directive should not cover those social services in

                                                                                the areas of housing, childcare and support to families

                                                                                and persons in need which are provided by the State at

(21)    Transport services, including urban transport, taxis and                national, regional or local level by providers mandated

        ambulances as well as port services, should be excluded                 by the State or by charities recognised as such by the

        from the scope of this Directive.                                       State with the objective of ensuring support for those

                                                                                who are permanently or temporarily in a particular state

                                                                                of need because of their insufficient family income or

                                                                                total or partial lack of independence and for those who

                                                                                risk being marginalised. These services are essential in

(22)    The exclusion of healthcare from the scope of this Direc-               order to guarantee the fundamental right to human

        tive should cover healthcare and pharmaceutical services                dignity and integrity and are a manifestation of the prin-

        provided by health professionals to patients to assess,                 ciples of social cohesion and solidarity and should not

        maintain or restore their state of health where those                   be affected by this Directive.

        activities are reserved to a regulated health profession in

        the Member State in which the services are provided.

 

                                                                        (28)    This Directive does not deal with the funding of, or the

                                                                                system of aids linked to, social services. Nor does it

(23)    This Directive does not affect the reimbursement of                     affect the criteria or conditions set by Member States to

        healthcare provided in a Member State other than that                   ensure that social services effectively carry out a function

                                                                                to the benefit of the public interest and social cohesion.

                                                                                In addition, this Directive should not affect the principle

(1) OJ L 108, 24.4.2002, p. 7.                                                  of universal service in Member States' social services.

(2) OJ L 108, 24.4.2002, p. 21.

(3) OJ L 108, 24.4.2002, p. 33.

(4) OJ L 108, 24.4.2002, p. 51.                                         (6) OJ L 149, 5.7.1971, p. 2. Regulation as last amended by Regulation

(5) OJ L 201, 31.7.2002, p. 37. Directive as amended by Directive          (EC) No 629/2006 of the European Parliament and of the Council

   2006/24/EC (OJ L 105, 13.4.2006, p. 54).                                (OJ L 114, 27.4.2006, p. 1).

 


 

 

7.11.2006             EN                          Official Journal of the European Union                                          C 270E/5

 

(29)    Given that the Treaty provides specific legal bases for                 tenance; advertising; recruitment services; and the

        taxation matters and given the Community instruments                    services of commercial agents. The services covered are

        already adopted in that field, it is necessary to exclude               also services provided both to businesses and to consu-

        the field of taxation from the scope of this Directive.                 mers, such as legal or fiscal advice; real estate services

                                                                                such as estate agencies; construction, including the

                                                                                services of architects; distributive trades; the organisation

                                                                                of trade fairs; car rental; and travel agencies. Consumer

                                                                                services are also covered, such as those in the field of

(30)    There is already a considerable body of Community law                   tourism, including tour guides; leisure services, sports

        on service activities. This Directive builds on, and thus               centres and amusement parks; and, to the extent that

        complements, the Community acquis. Conflicts between                    they are not excluded from the scope of application of

        this Directive and other Community instruments have                     the Directive, household support services, such as help

        been identified and are addressed by this Directive,                    for the elderly. Those activities may involve services

        including by means of derogations. However, it is neces-                requiring the proximity of provider and recipient,

        sary to provide a rule for any residual and exceptional                 services requiring travel by the recipient or the provider

        cases where there is a conflict between a provision of                  and services which may be provided at a distance,

        this Directive and a provision of another Community                     including via the Internet.

        instrument. The existence of such a conflict should be

        determined in compliance with the rules of the Treaty

        on the right of establishment and the free movement of

        services.

 

 

 

(31)    This Directive is consistent with and does not affect

        Directive 2005/36/EC of the European Parliament and of

        the Council of 7 September 2005 on the recognition of           (34)    According to the case-law of the Court of Justice, the

        professional qualifications (1). It deals with questions                assessment of whether certain activities, in particular

        other than those relating to professional qualifications,               activities which are publicly funded or provided by

        for example professional liability insurance, commercial                public entities, constitute a `service' has to be carried out

        communications, multidisciplinary activities and admin-                 on a case by case basis in the light of all their character-

        istrative simplification. With regard to temporary cross-               istics, in particular the way they are provided, organised

        border service provision, a derogation from the provi-                  and financed in the Member State concerned. The Court

        sion on the freedom to provide services in this Directive               of Justice has held that the essential characteristic of

        ensures that Title II on the free provision of services of              remuneration lies in the fact that it constitutes considera-

        Directive 2005/36/EC is not affected. Therefore, none of                tion for the services in question and has recognised that

        the measures applicable under that Directive in the                     the characteristic of remuneration is absent in the case

        Member State where the service is provided is affected                  of activities performed, for no consideration, by the

        by the provision on the freedom to provide services.                    State or on behalf of the State in the context of its duties

                                                                                in the social, cultural, educational and judicial fields,

                                                                                such as courses provided under the national education

                                                                                system, or the management of social security schemes

                                                                                which do not engage in economic activity. The payment

(32)    This Directive is consistent with Community legislation                 of a fee by recipients, for example, a tuition or enrol-

        on consumer protection, such as Directive 2005/29/EC                    ment fee paid by students in order to make a certain

        of the European Parliament and of the Council of                        contribution to the operating expenses of a system, does

        11 May 2005 concerning unfair business-to-consumer                      not in itself constitute remuneration because the service

        commercial practices in the internal market (the Unfair                 is still essentially financed by public funds. These activ-

        Commercial Practices Directive) (2) and Regulation (EC)                 ities are, therefore, not covered by the definition of

        No 2006/2004 of the European Parliament and of the                      service in Article 50 of the Treaty and do not therefore

        Council of 27 October 2004 on cooperation between                       fall within the scope of this Directive.

        national authorities responsible for the enforcement of

        consumer protection laws (the Regulation on consumer

        protection cooperation) (3).

 

 

 

(33)    The services covered by this Directive concern a wide

        variety of ever-changing activities, including business

        services such as management consultancy, certification

        and testing; facilities management, including office main-      (35)    Non-profit making amateur sporting activities are of

                                                                                considerable social importance. They often pursue

                                                                                wholly social or recreational objectives. Thus, they might

(1) OJ L 255, 30.9.2005, p. 22.                                                 not constitute economic activities within the meaning of

(2) OJ L 149, 11.6.2005, p. 22.

(3) OJ L 364, 9.12.2004, p. 1. Regulation as amended by Directive               Community law and should fall outside the scope of this

   2005/29/EC.                                                                  Directive.

 


 

 

C 270E/6               EN                         Official Journal of the European Union                                         7.11.2006

 

(36)    The concept of `provider' should cover any natural                      lishment, it is important to determine the place of estab-

        person who is a national of a Member State or any legal                 lishment from which the actual service concerned is

        person engaged in a service activity in a Member State,                 provided. Where it is difficult to determine from which

        in exercise either of the freedom of establishment or of                of several places of establishment a given service is

        the free movement of services. The concept of provider                  provided, the location of the provider's centre of activ-

        should thus not be limited solely to cross-border service               ities relating to this particular service should be that

        provision within the framework of the free movement of                  place of establishment.

        services but should also cover cases in which an

        operator establishes itself in a Member State in order to

        develop its service activities there. On the other hand,

        the concept of a provider should not cover the case of

        branches in a Member State of companies from third

        countries because, under Article 48 of the Treaty, the          (38)    The concept of `legal persons', according to the Treaty

        freedom of establishment and free movement of services                  provisions on establishment, leaves operators free to

        may benefit only companies constituted in accordance                    choose the legal form which they deem suitable for

        with the laws of a Member State and having their regis-                 carrying out their activity. Accordingly, `legal persons',

        tered office, central administration or principal place of              within the meaning of the Treaty, means all entities

        business within the Community. The concept of `reci-                    constituted under, or governed by, the law of a Member

        pient' should also cover third country nationals who                    State, irrespective of their legal form.

        already benefit from rights conferred upon them by

        Community acts such as Regulation (EEC) No 1408/71,

        Council Directive 2003/109/EC of 25 November 2003

        concerning the status of third-country nationals who are

        long-term residents (1), Council Regulation (EC)

        No 859/2003 of 14 May 2003 extending the provisions             (39)    The concept of `authorisation scheme' should cover,

        of Regulation (EEC) No 1408/71 and Regulation (EEC)                     inter alia, the administrative procedures for granting

        No 574/72 to nationals of third countries who are not                   authorisations, licences, approvals or concessions, and

        already covered by those provisions solely on the                       also the obligation, in order to be eligible to exercise the

        ground of their nationality (2) and Directive 2004/38/EC                activity, to be registered as a member of a profession or

        of the European Parliament and of the Council of 29                     entered in a register, roll or database, to be officially

        April 2004 on the right of citizens of the Union and                    appointed to a body or to obtain a card attesting to

        their family members to move and reside freely within                   membership of a particular profession. Authorisation

        the territory of the Member States (3). Furthermore,                    may be granted not only by a formal decision but also

        Member States may extend the concept of recipient to                    by an implicit decision arising, for example, from the

        other third country nationals that are present within                   silence of the competent authority or from the fact that

        their territory.                                                        the interested party must await acknowledgement of

                                                                                receipt of a declaration in order to commence the

                                                                                activity in question or for the latter to become lawful.

 

 

 

 

                                                                        (40)    The concept of `overriding reasons relating to the public

                                                                                interest' to which reference is made in certain provisions

(37)    The place at which a provider is established should be                  of this Directive has been developed by the Court of

        determined in accordance with the case law of the Court                 Justice in its case law in relation to Articles 43 and 49 of

        of Justice according to which the concept of establish-                 the Treaty and may continue to evolve. The notion as

        ment involves the actual pursuit of an economic activity                recognised in the case law of the Court of Justice covers

        through a fixed establishment for an indefinite period.                 at least the following grounds: public policy, public

        This requirement may also be fulfilled where a company                  security and public health, within the meaning of Arti-

        is constituted for a given period or where it rents the                 cles 46 and 55 of the Treaty; the maintenance of order

        building or installation through which it pursues its                   in society; social policy objectives; the protection of the

        activity. It may also be fulfilled where a Member State                 recipients of services; consumer protection; the protec-

        grants authorisations for a limited duration only in rela-              tion of workers, including the social protection of

        tion to particular services. An establishment does not                  workers; animal welfare; the preservation of the financial

        need to take the form of a subsidiary, branch or agency,                balance of the social security system; the prevention of

        but may consist of an office managed by a provider's                    fraud; the prevention of unfair competition; the protec-

        own staff or by a person who is independent but                         tion of the environment and the urban environment,

        authorised to act on a permanent basis for the under-                   including town and country planning; the protection of

        taking, as would be the case with an agency. According                  creditors; safeguarding the sound administration of

        to this definition, which requires the actual pursuit of an             justice; road safety; the protection of intellectual prop-

        economic activity at the place of establishment of the                  erty; cultural policy objectives, including safeguarding

        provider, a mere letter box does not constitute an estab-               the freedom of expression of various elements, in par-

        lishment. Where a provider has several places of estab-                 ticular social, cultural, religious and philosophical values

                                                                                of society; the need to ensure a high level of education,

(1) OJ L 16, 23.1.2004, p. 44.                                                  the maintenance of press diversity and the promotion of

(2) OJ L 124, 20.5.2003, p. 1.                                                  the national language; the preservation of national

(3) OJ L 158, 30.4.2004, p. 77.                                                 historical and artistic heritage; and veterinary policy.

 


 

 

7.11.2006                 EN                      Official Journal of the European Union                                          C 270E/7

 

(41)    The concept of `public policy', as interpreted by the                   establish an objective, common to all Member States, of

        Court of Justice, covers the protection against a genuine               administrative simplification and to lay down provisions

        and sufficiently serious threat affecting one of the funda-             concerning, inter alia, the right to information, proce-

        mental interests of society and may include, in particu-                dures by electronic means and the establishment of a

        lar, issues relating to human dignity, the protection of                framework for authorisation schemes. Other measures

        minors and vulnerable adults and animal welfare. Simi-                  adopted at national level to meet that objective could

        larly, the concept of public security includes issues of                involve reduction of the number of procedures and

        public safety.                                                          formalities applicable to service activities and the restric-

                                                                                tion of such procedures and formalities to those which

                                                                                are essential in order to achieve a general interest objec-

                                                                                tive and which do not duplicate each other in terms of

(42)    The rules relating to administrative procedures should                  content or purpose.

        not aim at harmonising administrative procedures but at

        removing overly burdensome authorisation schemes,

        procedures and formalities that hinder the freedom of

        establishment and the creation of new service undertak-

        ings therefrom.                                                 (47)    With the aim of administrative simplification, general

                                                                                formal requirements, such as presentation of original

                                                                                documents, certified copies or a certified translation,

(43)    One of the fundamental difficulties faced, in particular                should not be imposed, except where objectively justified

        by SMEs, in accessing service activities and exercising                 by an overriding reason relating to the public interest,

        them is the complexity, length and legal uncertainty of                 such as the protection of workers, public health, the

        administrative procedures. For this reason, following the               protection of the environment or the protection of

        example of certain modernising and good administrative                  consumers. It is also necessary to ensure that an authori-

        practice initiatives undertaken at Community and                        sation as a general rule permits access to, or exercise of,

        national level, it is necessary to establish principles of              a service activity throughout the national territory,

        administrative simplification, inter alia through the                   unless a new authorisation for each establishment, for

        limitation of the obligation of prior authorisation to                  example for each new hypermarket, or an authorisation

        cases in which it is essential and the introduction of the              that is restricted to a specific part of the national terri-

        principle of tacit authorisation by the competent autho-                tory is objectively justified by an overriding reason

        rities after a certain period of time elapsed. Such moder-              relating to the public interest.

        nising action, while maintaining the requirements on

        transparency and the updating of information relating to

        operators, is intended to eliminate the delays, costs and

        dissuasive effects which arise, for example, from unne-

        cessary or excessively complex and burdensome proce-            (48)    In order to further simplify administrative procedures, it

        dures, the duplication of procedures, the `red tape'                    is appropriate to ensure that each provider has a single

        involved in submitting documents, the arbitrary use of                  point through which he can complete all procedures and

        powers by the competent authorities, indeterminate or                   formalities (hereinafter referred to as `points of single

        excessively long periods before a response is given, the                contact'). The number of points of single contact per

        limited duration of validity of authorisations granted and              Member State may vary according to regional or local

        disproportionate fees and penalties. Such practices have                competencies or according to the activities concerned.

        particularly significant dissuasive effects on providers                The creation of points of single contact should not inter-

        wishing to develop their activities in other Member                     fere with the allocation of functions among competent

        States and require coordinated modernisation within an                  authorities within each national system. Where several

        enlarged internal market of twenty-five Member States.                  authorities at regional or local level are competent, one

                                                                                of them may assume the role of point of single contact

                                                                                and coordinator. Points of single contact may be set up

                                                                                not only by administrative authorities but also by cham-

(44)    Member States should introduce, where appropriate,                      bers of commerce or crafts, or by the professional orga-

        forms harmonised at Community level, as established by                  nisations or private bodies to which a Member State

        the Commission, which will serve as an equivalent to                    decides to entrust that function. Points of single contact

        certificates, attestations or any other document in rela-               have an important role to play in providing assistance to

        tion to establishment.                                                  providers either as the authority directly competent to

                                                                                issue the documents necessary to access a service activity

                                                                                or as an intermediary between the provider and the

                                                                                authorities which are directly competent.

(45)    In order to examine the need for simplifying procedures

        and formalities, Member States should be able, in par-

        ticular, to take into account their necessity, number,

        possible duplication, cost, clarity and accessibility, as

        well as the delay and practical difficulties to which they

        could give rise for the provider concerned.                     (49)    The fee which may be charged by points of single

                                                                                contact should be proportionate to the cost of the proce-

                                                                                dures and formalities with which they deal. This should

                                                                                not prevent Member States from entrusting the points of

(46)    In order to facilitate access to service activities and the             single contact with the collection of other administrative

        exercise thereof in the internal market, it is necessary to             fees, such as the fee of supervisory bodies.

 


 

 

C 270E/8              EN                           Official Journal of the European Union                                          7.11.2006

 

(50)    It is necessary for providers and recipients of services to              of non-discrimination, necessity and proportionality.

        have easy access to certain types of information It                      That means, in particular, that authorisation schemes

        should be for each Member State to determine, within                     should be permissible only where an a posteriori inspec-

        the framework of this Directive, the way in which provi-                 tion would not be effective because of the impossibility

        ders and recipients are provided with information. In                    of ascertaining the defects of the services concerned a

        particular, the obligation on Member States to ensure                    posteriori, due account being taken of the risks and

        that relevant information is easily accessible to providers              dangers which could arise in the absence of a prior

        and recipients and that it can be accessed by the public                 inspection. However, the provision to that effect made

        without obstacle could be fulfilled by making this infor-                by this Directive cannot be relied upon in order to

        mation accessible through a website. Any information                     justify authorisation schemes which are prohibited by

        given should be provided in a clear and unambiguous                      other         Community      instruments         such    as

        manner.                                                                  Directive 1999/93/EC of the European Parliament and

                                                                                 the Council of 13 December 1999 on a Community

                                                                                 framework for electronic signatures (1), or Directive

                                                                                 2000/31/EC of the European Parliament and of the

                                                                                 Council of 8 June 2000 on certain legal aspects of infor-

(51)    The information provided to providers and recipients of

        services should include, in particular, information on                   mation society services, in particular electronic

        procedures and formalities, contact details of the compe-                commerce, in the internal market (Directive on elec-

        tent authorities, conditions for access to public registers              tronic commerce) (2). The results of the process of

        and data bases and information concerning available                      mutual evaluation will make it possible to determine, at

        remedies and the contact details of associations and                     Community level, the types of activity for which authori-

        organisations from which providers or recipients can                     sation schemes should be eliminated.

        obtain practical assistance. The obligation on competent

        authorities to assist providers and recipients should not

        include the provision of legal advice in individual cases.

        Nevertheless, general information on the way in which            (55)    This Directive should be without prejudice to the possi-

        requirements are usually interpreted or applied should                   bility for Member States to withdraw authorisations after

        be given. Issues such as liability for providing incorrect               they have been issued, if the conditions for the granting

        or misleading information should be determined by                        of the authorisation are no longer fulfilled.

        Member States.

 

                                                                         (56)    According to the case law of the Court of Justice, public

                                                                                 health, consumer protection, animal health and the

(52)    The setting up, in the reasonably near future, of elec-                  protection of the urban environment constitute over-

        tronic means of completing procedures and formalities                    riding reasons relating to the public interest. Such over-

        will be vital for administrative simplification in the field             riding reasons may justify the application of authorisa-

        of service activities, for the benefit of providers, recipi-             tion schemes and other restrictions. However, no such

        ents and competent authorities. In order to meet that                    authorisation scheme or restriction should discriminate

        obligation as to results, national laws and other rules                  on grounds of nationality. Further, the principles of

        applicable to services may need to be adapted. This obli-                necessity and proportionality should always be

        gation should not prevent Member States from providing                   respected.

        other means of completing such procedures and formal-

        ities, in addition to electronic means. The fact that it

        must be possible to complete those procedures and

        formalities at a distance means, in particular, that             (57)    The provisions of this Directive relating to authorisation

        Member States must ensure that they may be completed                     schemes should concern cases where the access to or

        across borders. The obligation as to results does not                    exercise of a service activity by operators requires a deci-

        cover procedures or formalities which by their very                      sion by a competent authority. This concerns neither

        nature are impossible to complete at a distance. Further-                decisions by competent authorities to set up a public or

        more, this does not interfere with Member States' legisla-               private entity for the provision of a particular service

        tion on the use of languages.                                            nor the conclusion of contracts by competent authorities

                                                                                 for the provision of a particular service which is

                                                                                 governed by rules on public procurement, since this

                                                                                 Directive does not deal with rules on public procure-

                                                                                 ment.

(53)    The granting of licences for certain service activities may

        require an interview with the applicant by the competent

        authority in order to assess the applicant's personal

        integrity and suitability for carrying out the service in

        question. In such cases, the completion of formalities by        (58)    In order to facilitate access to and exercise of service

        electronic means may not be appropriate.                                 activities, it is important to evaluate and report on

                                                                                 authorisation schemes and their justification. This

                                                                                 reporting obligation concerns only the existence of

                                                                                 authorisation schemes and not the criteria and condi-

                                                                                 tions for the granting of an authorisation.

(54)    The possibility of gaining access to a service activity

        should be made subject to authorisation by the compe-            (1) OJ L 13, 19.1.2000, p. 12.

        tent authorities only if that decision satisfies the criteria    (2) OJ L 178, 17.7.2000, p. 1.

 


 

 

7.11.2006             EN                            Official Journal of the European Union                                               C 270E/9

 

(59)    The authorisation should as a general rule enable the                     activities, where objectively justified by overriding

        provider to have access to the service activity, or to exer-              reasons relating to the public interest, including a legiti-

        cise that activity, throughout the national territory,                    mate interest of third parties. Such different arrange-

        unless a territorial limit is justified by an overriding                  ments could include national rules according to which,

        reason relating to the public interest. For example, envir-               in the absence of a response of the competent authority,

        onmental protection may justify the requirement to                        the application is deemed to have been rejected, this

        obtain an individual authorisation for each installation                  rejection being open to challenge before the courts.

        on the national territory. This provision should not

        affect regional or local competences for the granting of

        authorisations within the Member States.

 

 

                                                                          (64)    In order to establish a genuine internal market for

(60)    This Directive, and in particular the provisions                          services, it is necessary to abolish any restrictions on the

        concerning authorisation schemes and the territorial                      freedom of establishment and the free movement of

        scope of an authorisation, should not interfere with the                  services which are still enshrined in the laws of certain

        division of regional or local competences within the                      Member States and which are incompatible with Articles

        Member States, including regional and local self-govern-                  43 and 49 of the Treaty respectively. The restrictions to

        ment and the use of official languages.                                   be prohibited particularly affect the internal market for

                                                                                  services and should be systematically dismantled as soon

                                                                                  as possible.

 

 

(61)    The provision relating to the non-duplication of condi-

        tions for the granting of an authorisation should not

        prevent Member States from applying their own condi-

        tions as specified in the authorisation scheme. It should         (65)    Freedom of establishment is predicated, in particular,

        only require that competent authorities, when consid-                     upon the principle of equal treatment, which entails the

        ering whether these conditions are met by the applicant,                  prohibition not only of any discrimination on grounds

        take into account the equivalent conditions which have                    of nationality but also of any indirect discrimination

        already been satisfied by the applicant in another                        based on other grounds but capable of producing the

        Member State. This provision should not require the                       same result. Thus, access to a service activity or the exer-

        application of the conditions for the granting of an                      cise thereof in a Member State, either as a principal or

        authorisation provided for in the authorisation scheme                    secondary activity, should not be made subject to criteria

        of another Member State.                                                  such as place of establishment, residence, domicile or

                                                                                  principal provision of the service activity. However,

                                                                                  these criteria should not include requirements according

                                                                                  to which a provider or one of his employees or a repre-

                                                                                  sentative must be present during the exercise of the

(62)    Where the number of authorisations available for an

        activity is limited because of scarcity of natural resources              activity when this is justified by an overriding reason

        or technical capacity, a procedure for selection from                     relating to the public interest. Furthermore, a Member

        among several potential candidates should be adopted                      State should not restrict the legal capacity or the right of

        with the aim of developing through open competition                       companies, incorporated in accordance with the law of

        the quality and conditions for supply of services avail-                  another Member State on whose territory they have

        able to users. Such a procedure should provide guaran-                    their primary establishment, to bring legal proceedings.

        tees of transparency and impartiality and the authorisa-                  Moreover, a Member State should not be able to confer

        tion thus granted should not have an excessive duration,                  any advantages on providers having a particular national

        be subject to automatic renewal or confer any advantage                   or local socio-economic link; nor should it be able to

        on the provider whose authorisation has just expired. In                  restrict, on grounds of place of establishment, the provi-

        particular, the duration of the authorisation granted                     der's freedom to acquire, exploit or dispose of rights and

        should be fixed in such a way that it does not restrict or                goods or to access different forms of credit or accommo-

        limit free competition beyond what is necessary in order                  dation in so far as those choices are useful for access to

        to enable the provider to recoup the cost of investment                   his activity or for the effective exercise thereof.

        and to make a fair return on the capital invested. This

        provision should not prevent Member States from

        limiting the number of authorisations for reasons other

        than scarcity of natural resources or technical capacity.

        These authorisations should remain in any case subject

        to the other provisions of this Directive relating to             (66)    Access to or the exercise of a service activity in the terri-

        authorisation schemes.                                                    tory of a Member State should not be subject to an

                                                                                  economic test. The prohibition of economic tests as a

                                                                                  prerequisite for the grant of authorisation should cover

                                                                                  economic tests as such, but not requirements which are

                                                                                  objectively justified by overriding reasons relating to the

(63)    In the absence of different arrangements, failing a                       public interest, such as the protection of the urban envir-

        response within a time period, an authorisation should                    onment, social policy or public health. The prohibition

        be deemed to have been granted. However, different                        should not affect the exercise of the powers of the

        arrangements may be put in place in respect of certain                    authorities responsible for applying competition law.

 


 

 

C 270E/10              EN                          Official Journal of the European Union                                          7.11.2006

 

(67)    With respect to financial guarantees or insurance, the                   services in the social field, the Court of Justice has

        prohibition of requirements should concern only the                      already recognised that it may be justified to subject the

        obligation that the requested financial guarantees or                    provider to a requirement to be non-profit making.

        insurance must be obtained from a financial institution

        established in the Member State concerned.

 

                                                                         (72)    Services of a general economic interest are entrusted

                                                                                 with important tasks relating to social and territorial

(68)    With respect to pre-registration, the prohibition of                     cohesion. The performance of these tasks should not be

        requirements should concern only the obligation that                     obstructed as a result of the evaluation process provided

        the provider, prior to the establishment, be pre-regis-                  for in this Directive. Requirements which are necessary

        tered for a given period in a register held in the Member                for the fulfilment of such tasks should not be affected by

        State concerned.                                                         this process while, at the same time, unjustified restric-

                                                                                 tions on the freedom of establishment should be

                                                                                 addressed.

 

(69)    In order to coordinate the modernisation of national

        rules and regulations in a manner consistent with the

        requirements of the internal market, it is necessary to          (73)    The requirements to be examined include national rules

        evaluate certain non-discriminatory national require-                    which, on grounds other than those relating to profes-

        ments which, by their very nature, could severely restrict               sional qualifications, reserve access to certain activities to

        or even prevent access to an activity or the exercise                    particular providers. These requirements also include

        thereof under the freedom of establishment. This evalua-                 obligations on a provider to take a specific legal form, in

        tion process should be limited to the compatibility of                   particular to be a legal person, to be a company with

        these requirements with the criteria already established                 individual ownership, to be a non-profit making organi-

        by the Court of Justice on the freedom of establishment.                 sation or a company owned exclusively by natural

        It should not concern the application of Community                       persons, and requirements which relate to the share-

        competition law. Where such requirements are discrimi-                   holding of a company, in particular obligations to hold a

        natory or not objectively justified by an overriding                     minimum amount of capital for certain service activities

        reason relating to the public interest, or where they are                or to have a specific qualification in order to hold share

        disproportionate, they must be abolished or amended.                     capital in or to manage certain companies. The evalua-

        The outcome of this assessment will be different                         tion of the compatibility of fixed minimum and/or

        according to the nature of the activity and the public                   maximum tariffs with the freedom of establishment

        interest concerned. In particular, such requirements                     concerns only tariffs imposed by competent authorities

        could be fully justified when they pursue social policy                  specifically for the provision of certain services and not,

        objectives.                                                              for example, general rules on price determination, such

                                                                                 as for the renting of houses.

 

 

(70)    For the purposes of this Directive, and without prejudice

        to Article 16 of the Treaty, services may be considered          (74)    The mutual evaluation process means that during the

        to be services of general economic interest only if they                 transposition period Member States will first have to

        are provided in application of a special task in the public              conduct a screening of their legislation in order to ascer-

        interest entrusted to the provider by the Member State                   tain whether any of the above mentioned requirements

        concerned. This assignment should be made by way of                      exists in their legal systems. At the latest by the end of

        one or more acts, the form of which is determined by                     the transposition period, Member States should draw up

        the Member State concerned, and should specify the                       a report on the results of this screening. Each report will

        precise nature of the special task.                                      be submitted to all other Member States and interested

                                                                                 parties. Member States will then have six months in

                                                                                 which to submit their observations on these reports. At

                                                                                 the latest by one year after the date of transposition of

                                                                                 this Directive, the Commission should draw up a

(71)    The mutual evaluation process provided for in this                       summary report, accompanied where appropriate by

        Directive should not affect the freedom of Member                        proposals for further initiatives. If necessary the

        States to set in their legislation a high level of protection            Commission, in cooperation with the Member States,

        of the public interest, in particular in relation to social              could assist them to design a common method.

        policy objectives. Furthermore, it is necessary that the

        mutual evaluation process take fully into account the

        specificity of services of general economic interest and

        of the particular tasks assigned to them. This may justify

        certain restrictions on the freedom of establishment, in         (75)    The fact that this Directive specifies a number of require-

        particular where such restrictions pursue the protection                 ments to be abolished or evaluated by the Member

        of public health and social policy objectives and where                  States during the transposition period is without preju-

        they satisfy the conditions set out in Article 15(3)(a), (b)             dice to any infringement proceedings against a Member

        and (c). For example, with regard to the obligation to                   State for failure to fulfil its obligations under Articles 43

        take a specific legal form in order to exercise certain                  or 49 of the Treaty.

 


 

 

7.11.2006             EN                           Official Journal of the European Union                                         C 270E/11

 

(76)    This Directive does not concern the application of Arti-         (80)    It is necessary to ensure that providers are able to take

        cles 28 to 30 of the Treaty relating to the free move-                   equipment which is integral to the provision of their

        ment of goods. The restrictions prohibited pursuant to                   service with them when they travel to provide services

        the provision on the freedom to provide services cover                   in another Member State. In particular, it is important to

        the requirements applicable to access to service activities              avoid cases in which the service could not be provided

        or to the exercise thereof and not those applicable to                   without the equipment or situations in which providers

        goods as such.                                                           incur additional costs, for example, by hiring or

                                                                                 purchasing different equipment to that which they habi-

                                                                                 tually use or by needing to deviate significantly from the

                                                                                 way they habitually carry out their activity.

 

 

(77)    Where an operator travels to another Member State to

        exercise a service activity there, a distinction should be       (81)    The concept of equipment does not refer to physical

        made between situations covered by the freedom of                        objects which are either supplied by the provider to the

        establishment and those covered, due to the temporary                    client or become part of a physical object as a result of

        nature of the activities concerned, by the free movement                 the service activity, such as building materials or spare

        of services. As regards the distinction between the                      parts, or which are consumed or left in situ in the

        freedom of establishment and the free movement of                        course of the service provision, such as combustible

        services, according to the case law of the Court of Justice              fuels, explosives, fireworks, pesticides, poisons or medi-

        the key element is whether or not the operator is estab-                 cines.

        lished in the Member State where it provides the service

        concerned. If the operator is established in the Member

        State where it provides its services, it should come under

        the scope of application of the freedom of establishment.        (82)    The provisions of this Directive should not preclude the

        If, by contrast, the operator is not established in the                  application by a Member State of rules on employment

        Member State where the service is provided, its activities               conditions. Rules laid down by law, regulation or admin-

        should be covered by the free movement of services. The                  istrative provisions should, in accordance with the

        Court of Justice has consistently held that the temporary                Treaty, be justified for reasons relating to the protection

        nature of the activities in question should be determined                of workers and be non-discriminatory, necessary, and

        in the light not only of the duration of the provision of                proportionate, as interpreted by the Court of Justice, and

        the service, but also of its regularity, periodical nature or            comply with other relevant Community law.

        continuity. The fact that the activity is temporary should

        not mean that the provider may not equip itself with

        some forms of infrastructure in the Member State where

        the service is provided, such as an office, chambers or          (83)    It is necessary to ensure that the provision on the

        consulting rooms, in so far as such infrastructure is                    freedom to provide services may be departed from only

        necessary for the purposes of providing the service in                   in the areas covered by derogations. Those derogations

        question.                                                                are necessary in order to take into account the level of

                                                                                 integration of the internal market or certain Community

                                                                                 instruments relating to services pursuant to which a

                                                                                 provider is subject to the application of a law other than

                                                                                 that of the Member State of establishment. Moreover, by

                                                                                 way of exception, measures against a given provider

(78)    In order to secure effective implementation of the free                  should also be adopted in certain individual cases and

        movement of services and to ensure that recipients and                   under certain strict procedural and substantive condi-

        providers can benefit from and supply services                           tions. In addition, any restriction of the free movement

        throughout the Community regardless of borders, it is                    of services should be permitted, by way of exception,

        necessary to clarify the extent to which requirements of                 only if it is consistent with fundamental rights which

        the Member State where the service is provided can be                    form an integral part of the general principles of law

        imposed. It is indispensable to provide that the provision               enshrined in the Community legal order.

        on the freedom to provide services does not prevent the

        Member State where the service is provided from

        imposing, in compliance with the principles set out in

        Article 16(1)(a) to (c), its specific requirements for           (84)    The derogation from the provision on the freedom to

        reasons of public policy or public security or for the                   provide services concerning postal services should cover

        protection of public health or the environment.                          both activities reserved to the universal service provider

                                                                                 and other postal services.

 

 

 

                                                                         (85)    The derogation from the provision on the freedom to

(79)    The Court of Justice has consistently held that Member                   provide services relating to the judicial recovery of debts

        States retain the right to take measures in order to                     and the reference to a possible future harmonisation

        prevent providers from abusively taking advantage of                     instrument should concern only the access to and the

        the internal market principles. Abuse by a provider                      exercise of activities which consist, notably, in bringing

        should be established on a case by case basis.                           actions before a court relating to the recovery of debts.

 


 

 

C 270E/12              EN                         Official Journal of the European Union                                        7.11.2006

 

(86)    This Directive should not affect terms and conditions of                munity law, an activity is reserved in a Member State to

        employment which, pursuant to Directive 96/71/EC of                     a particular profession, for example requirements which

        the European Parliament and of the Council of 16                        reserve the provision of legal advice to lawyers.

        December 1996 concerning the posting of workers in

        the framework of the provision of services (1), apply to

        workers posted to provide a service in the territory of

        another Member State. In such cases, Directive 96/71/EC

        stipulates that providers have to comply with terms and         (89)    The derogation from the provision on the freedom to

        conditions of employment in a listed number of areas                    provide services concerning matters relating to the regis-

        applicable in the Member State where the service is                     tration of vehicles leased in a Member State other than

        provided. These are: maximum work periods and                           that in which they are used follows from the case law of

        minimum rest periods, minimum paid annual holidays,                     the Court of Justice, which has recognised that a

        minimum rates of pay, including overtime rates, the                     Member State may impose such an obligation, in accord-

        conditions of hiring out of workers, in particular the                  ance with proportionate conditions, in the case of vehi-

        protection of workers hired out by temporary employ-                    cles used on its territory. That exclusion does not cover

        ment undertakings, health, safety and hygiene at work,                  occasional or temporary rental.

        protective measures with regard to the terms and condi-

        tions of employment of pregnant women or women

        who have recently given birth and of children and

        young people and equality of treatment between men

        and women and other provisions on non-discrimination.           (90)    Contractual relations between the provider and the client

        This not only concerns terms and conditions of employ-                  as well as between an employer and employee should

        ment which are laid down by law but also those laid                     not be subject to this Directive. The applicable law

        down in collective agreements or arbitration awards that                regarding the contractual or non contractual obligations

        are officially declared or de facto universally applicable              of the provider should be determined by the rules of

        within the meaning of Directive 96/71/EC. Moreover,                     private international law.

        this Directive should not prevent Member States from

        applying terms and conditions of employment on

        matters other than those listed in Article 3(1) of

        Directive 96/71/EC on the grounds of public policy.

                                                                        (91)    It is necessary to afford Member States the possibility,

                                                                                exceptionally and on a case-by-case basis, of taking

                                                                                measures which derogate from the provision on the

                                                                                freedom to provide services in respect of a provider

                                                                                established in another Member State on grounds of the

                                                                                safety of services. However, it should be possible to take

                                                                                such measures only in the absence of harmonisation at

                                                                                Community level.

(87)    Neither should this Directive affect terms and conditions

        of employment in cases where the worker employed for

        the provision of a cross-border service is recruited in the

        Member State where the service is provided. Further-

        more, this Directive should not affect the right for the        (92)    Restrictions on the free movement of services, contrary

        Member State where the service is provided to determine                 to this Directive, may arise not only from measures

        the existence of an employment relationship and the                     applied to providers, but also from the many barriers to

        distinction between self-employed persons and employed                  the use of services by recipients, especially consumers.

        persons, including `false self-employed persons'. In that               This Directive mentions, by way of illustration, certain

        respect the essential characteristic of an employment                   types of restriction applied to a recipient wishing to use

        relationship within the meaning of Article 39 of the                    a service performed by a provider established in another

        Treaty should be the fact that for a certain period of                  Member State. This also includes cases where recipients

        time a person provides services for and under the direc-                of a service are under an obligation to obtain authorisa-

        tion of another person in return for which he receives                  tion from or to make a declaration to their competent

        remuneration. Any activity which a person performs                      authorities in order to receive a service from a provider

        outside a relationship of subordination must be classified              established in another Member State. This does not

        as an activity pursued in a self-employed capacity for the              concern general authorisation schemes which also apply

        purposes of Articles 43 and 49 of the Treaty.                           to the use of a service supplied by a provider established

                                                                                in the same Member State.

 

 

 

                                                                        (93)    The concept of financial assistance provided for the use

                                                                                of a particular service should not apply to systems of

                                                                                aids granted by Member States, in particular in the social

(88)    The provision on the freedom to provide services should                 field or in the cultural sector, which are covered by

        not apply in cases where, in conformity with Com-                       Community rules on competition, nor to general finan-

                                                                                cial assistance not linked to the use of a particular

(1) OJ L 18, 21.1.1997, p. 1.                                                   service, for example grants or loans to students.

 


 

 

7.11.2006             EN                            Official Journal of the European Union                                         C 270E/13

 

(94)    In accordance with the Treaty rules on the free move-                     They should not in any way prevent Member States

        ment of services, discrimination on grounds of the                        from applying, in conformity with this Directive and

        nationality of the recipient or national or local residence               other Community law, additional or different quality

        is prohibited. Such discrimination could take the form of                 requirements.

        an obligation, imposed only on nationals of another

        Member State, to supply original documents, certified

        copies, a certificate of nationality or official translations

        of documents in order to benefit from a service or from

        more advantageous terms or prices. However, the prohi-            (98)    Any operator providing services involving a direct and

        bition of discriminatory requirements should not                          particular health, safety or financial risk for the recipient

        preclude the reservation of advantages, especially as                     or a third person should, in principle, be covered by

        regards tariffs, to certain recipients, if such reservation is            appropriate professional liability insurance, or by

        based on legitimate and objective criteria.                               another form of guarantee which is equivalent or

                                                                                  comparable, which means, in particular, that such an

                                                                                  operator should as a general rule have adequate insur-

                                                                                  ance cover for services provided in one or more Member

                                                                                  States other than the Member State of establishment.

 

(95)    The principle of non-discrimination within the internal

        market means that access by a recipient, and especially

        by a consumer, to a service on offer to the public may

        not be denied or restricted by application of a criterion,        (99)    The insurance or guarantee should be appropriate to the

        included in general conditions made available to the                      nature and extent of the risk. Therefore it should be

        public, relating to the recipient's nationality or place of               necessary for the provider to have cross-border cover

        residence. It does not follow that it will be unlawful                    only if that provider actually provides services in other

        discrimination if provision were made in such general                     Member States. Member States should not lay down

        conditions for different tariffs and conditions to apply to               more detailed rules concerning the insurance cover and

        the provision of a service, where those tariffs, prices and               fix for example minimum thresholds for the insured

        conditions are justified for objective reasons that can                   sum or limits on exclusions from the insurance cover.

        vary from country to country, such as additional costs                    Providers and insurance companies should maintain the

        incurred because of the distance involved or the tech-                    necessary flexibility to negotiate insurance policies

        nical characteristics of the provision of the service, or                 precisely targeted to the nature and extent of the risk.

        different market conditions, such as higher or lower                      Furthermore, it is not necessary for an obligation of

        demand influenced by seasonality, different vacation                      appropriate insurance to be laid down by law. It should

        periods in the Member States and pricing by different                     be sufficient if an insurance obligation is part of the

        competitors, or extra risks linked to rules differing from                ethical rules laid down by professional bodies. Finally,

        those of the Member State of establishment. Neither                       there should be no obligation for insurance companies

        does it follow that the non-provision of a service to a                   to provide insurance cover.

        consumer for lack of the required intellectual property

        rights in a particular territory would constitute unlawful

        discrimination.

 

                                                                          (100) It is necessary to put an end to total prohibitions on

                                                                                  commercial communications by the regulated profes-

                                                                                  sions, not by removing bans on the content of a

                                                                                  commercial communication but rather by removing

(96)    It is appropriate to provide that, as one of the means by                 those bans which, in a general way and for a given

        which the provider may make the information which he                      profession, forbid one or more forms of commercial

        is obliged to supply easily accessible to the recipient, he               communication, such as a ban on all advertising in one

        supply his electronic address, including that of his                      or more given media. As regards the content and

        website. Furthermore, the obligation to make available                    methods of commercial communication, it is necessary

        certain information in the provider's information docu-                   to encourage professionals to draw up, in accordance

        ments which present his services in detail should not                     with Community law, codes of conduct at Community

        cover commercial communications of a general nature,                      level.

        such as advertising, but rather documents giving a

        detailed description of the services proposed, including

        documents on a website.

 

                                                                          (101) It is necessary and in the interest of recipients, in par-

                                                                                  ticular consumers, to ensure that it is possible for provi-

                                                                                  ders to offer multidisciplinary services and that restric-

                                                                                  tions in this regard be limited to what is necessary to

(97)    It is necessary to provide in this Directive for certain                  ensure the impartiality, independence and integrity of

        rules on high quality of services, ensuring in particular                 the regulated professions. This does not affect restric-

        information and transparency requirements. These rules                    tions or prohibitions on carrying out particular activities

        should apply both in cases of cross border provision of                   which aim at ensuring independence in cases in which a

        services between Member States and in cases of services                   Member State entrusts a provider with a particular task,

        provided in a Member State by a provider established                      notably in the area of urban development, nor should it

        there, without imposing unnecessary burdens on SMEs.                      affect the application of competition rules.

 


 

 

C 270E/14               EN                         Official Journal of the European Union                                       7.11.2006

 

(102) In order to increase transparency and promote assess-                    essential to provide for clear, legally binding obligations

       ments based on comparable criteria with regard to the                   for Member States to cooperate effectively.

       quality of the services offered and supplied to recipients,

       it is important that information on the meaning of

       quality labels and other distinctive marks relating to

       these services be easily accessible. That obligation of

       transparency is particularly important in areas such as           (106) For the purposes of the Chapter on administrative coop-

       tourism, especially the hotel business, in which the use                eration, `supervision' should cover activities such as

       of a system of classification is widespread. Moreover, it               monitoring and fact finding, problem solving, enforce-

       is appropriate to examine the extent to which European                  ment and imposition of sanctions and subsequent

       standardisation could facilitate compatibility and quality              follow-up activities.

       of services. European standards are drawn up by the

       European standards-setting bodies, the European

       Committee for Standardization (CEN), the European

       Committee        for    Electrotechnical     Standardization      (107) In normal circumstances mutual assistance should take

       (CENELEC) and the European Telecommunications Stan-                     place directly between competent authorities. The liaison

       dards Institute (ETSI). Where appropriate, the Commis-                  points designated by Member States should be required

       sion may, in accordance with the procedures laid down                   to facilitate this process only in the event of difficulties

       in Directive 98/34/EC of the European Parliament and of                 being encountered, for instance if assistance is required

       the Council of 22 June 1998 laying down a procedure                     to identify the relevant competent authority.

       for the provision of information in the field of technical

       standards and regulations and of rules on Information

       Society services (1), issue a mandate for the drawing up

       of specific European standards.                                   (108) Certain obligations of mutual assistance should apply to

                                                                               all matters covered by this Directive, including those

                                                                               relating to cases where a provider establishes in another

                                                                               Member State. Other obligations of mutual assistance

                                                                               should apply only in cases of cross-border provision of

(103) In order to solve potential problems with compliance                     services, where the provision on the freedom to provide

       with judicial decisions, it is appropriate to provide that              services applies. A further set of obligations should

       Member States recognise equivalent guarantees lodged                    apply in all cases of cross-border provision of services,

       with institutions or bodies such as banks, insurance                    including areas not covered by the provision on the

       providers or other financial services providers established             freedom to provide services. Cross-border provision of

       in another Member State.                                                services should include cases where services are provided

                                                                               at a distance and where the recipient travels to the

                                                                               Member State of establishment of the provider in order

                                                                               to receive services.

 

 

(104) The development of a network of Member States'

       consumer protection authorities, which is the subject of          (109) In cases where a provider moves temporarily to a

       Regulation (EC) No 2006/2004, complements the coop-                     Member State other than the Member State of establish-

       eration provided for in this Directive. The application of              ment, it is necessary to provide for mutual assistance

       consumer protection legislation in cross-border cases, in               between those two Member States so that the former

       particular with regard to new marketing and selling                     can carry out checks, inspections and enquiries at the

       practices, as well as the need to remove certain specific               request of the Member State of establishment or carry

       obstacles to cooperation in this field, necessitates a                  out such checks on its own initiative if these are merely

       greater degree of cooperation between Member States. In                 factual checks.

       particular, it is necessary in this area to ensure that

       Member States require the cessation of illegal practices

       by operators in their territory who target consumers in

       another Member State.                                             (110) It should not be possible for Member States to circum-

                                                                               vent the rules laid down in this Directive, including the

                                                                               provision on the freedom to provide services, by

                                                                               conducting checks, inspections or investigations which

                                                                               are discriminatory or disproportionate.

(105) Administrative cooperation is essential to make the

       internal market in services function properly. Lack of

       cooperation between Member States results in prolifera-

       tion of rules applicable to providers or duplication of           (111) The provisions of this Directive concerning exchange of

       controls for cross-border activities, and can also be used              information regarding the good repute of providers

       by rogue traders to avoid supervision or to circumvent                  should not pre-empt initiatives in the area of police and

       applicable national rules on services. It is, therefore,                judicial cooperation in criminal matters, in particular on

                                                                               the exchange of information between law enforcement

(1) OJ L 204, 21.7.1998, p. 37. Directive as last amended by the 2003          authorities of the Member States and on criminal

   Act of Accession.                                                           records.

 


 

 

7.11.2006           EN                          Official Journal of the European Union                                      C 270E/15

 

(112) Cooperation between Member States requires a well-                      out in Article 5 of the Treaty. In accordance with the

      functioning electronic information system in order to                   principle of proportionality, as set out in that Article,

      allow competent authorities easily to identify their rele-              this Directive does not go beyond what is necessary in

      vant interlocutors in other Member States and to                        order to achieve those objectives.

      communicate in an efficient way.

 

                                                                      (117) The measures necessary for the implementation of this

                                                                              Directive should be adopted in accordance with Council

                                                                              Decision 1999/468/EC of 28 June 1999 laying down

                                                                              the procedures for the exercise of implementing powers

                                                                              conferred on the Commission (1).

(113) It is necessary to provide that the Member States, in

      cooperation with the Commission, are to encourage

      interested parties to draw up codes of conduct at Com-          (118) In accordance with paragraph 34 of the Interinstitutional

      munity level, aimed, in particular, at promoting the                    Agreement on better law-making (2), Member States are

      quality of services and taking into account the specific                encouraged to draw up, for themselves and in the

      nature of each profession. Those codes of conduct                       interest of the Community, their own tables, which will,

      should comply with Community law, especially competi-                   as far as possible, illustrate the correlation between the

      tion law. They should be compatible with legally binding                Directive and the transposition measures, and to make

      rules governing professional ethics and conduct in the                  them public,

      Member States.

 

 

 

 

                                                                      HAVE ADOPTED THIS DIRECTIVE:

(114) Member States should encourage the setting up of codes

      of conduct, in particular, by professional bodies, organi-

      sations and associations at Community level. These

      codes of conduct should include, as appropriate to the

      specific nature of each profession, rules for commercial                                       CHAPTER I

      communications relating to the regulated professions

      and rules of professional ethics and conduct of the regu-

      lated professions which aim, in particular, at ensuring                                 GENERAL PROVISIONS

      independence, impartiality and professional secrecy. In

      addition, the conditions to which the activities of estate

      agents are subject should be included in such codes of                                          Article 1

      conduct. Member States should take accompanying

      measures to encourage professional bodies, organisations

      and associations to implement at national level the codes                                    Subject matter

      of conduct adopted at Community level.

                                                                      1.     This Directive establishes general provisions facilitating

                                                                      the exercise of the freedom of establishment for service provi-

                                                                      ders and the free movement of services, while maintaining a

                                                                      high quality of services.

 

(115) Codes of conduct at Community level are intended to set

      minimum standards of conduct and are complementary              2.     This Directive does not deal with the liberalisation of

      to Member States' legal requirements. They do not               services of general economic interest, reserved to public or

      preclude Member States, in accordance with Community            private entities, nor with the privatisation of public entities

      law, from taking more stringent measures in law or              providing services.

      national professional bodies from providing for greater

      protection in their national codes of conduct.                  3.     This Directive does not deal with the abolition of mono-

                                                                      polies providing services nor with aids granted by Member

                                                                      States which are covered by Community rules on competition.

 

 

                                                                      This Directive does not affect the freedom of Member States to

(116) Since the objectives of this Directive, namely the elimi-       define, in conformity with Community law, what they consider

      nation of barriers to the freedom of establishment for          to be services of general economic interest, how those services

      providers in the Member States and to the free provision        should be organised and financed, in compliance with the State

      of services between Member States, cannot be suffi-             aid rules, and what specific obligations they should be subject

      ciently achieved by the Member States and can therefore,        to.

      by reason of the scale of the action, be better achieved at

      Community level, the Community may adopt measures,              (1) OJ L 184, 17.7.1999, p. 23.

      in accordance with the principle of subsidiarity as set         (2) OJ C 321, 31.12.2003, p. 1.

 


 

 

C 270E/16                EN                           Official Journal of the European Union                                               7.11.2006

 

4.     This Directive does not affect measures taken at Com-                (e) services of temporary work agencies;

munity level or at national level, in conformity with Com-

munity law, to protect or promote cultural or linguistic diver-

sity or media pluralism.                                                    (f) healthcare services whether or not they are provided via

                                                                                   healthcare facilities, and regardless of the ways in which

                                                                                   they are organised and financed at national level or

                                                                                   whether they are public or private;

5.     This Directive does not affect Member States' rules of

criminal law. However, Member States may not restrict the                   (g) audiovisual services, including cinematographic services,

freedom to provide services by applying criminal law provi-                        whatever their mode of production, distribution and trans-

sions which specifically regulate or affect access to or exercise                  mission, and radio broadcasting;

of a service activity in circumvention of the rules laid down in

this Directive.                                                             (h) gambling activities which involve wagering a stake with

                                                                                   pecuniary value in games of chance, including lotteries,

                                                                                   gambling in casinos and betting transactions;

6.     This Directive does not affect labour law, that is any legal

or contractual provision concerning employment conditions,

working conditions, including health and safety at work and                 (i) activities which are connected with the exercise of official

the relationship between employers and workers, which                              authority as set out in Article 45 of the Treaty;

Member States apply in accordance with national law which

respects Community law. Equally, this Directive does not affect             (j) social services relating to social housing, childcare and

the social security legislation of the Member States.                              support of families and persons permanently or temporarily

                                                                                   in need which are provided by the State, by providers

                                                                                   mandated by the State or by charities recognised as such by

7.     This Directive does not affect the exercise of fundamental                  the State;

rights as recognised in the Member States and by Community

law. Nor does it affect the right to negotiate, conclude and                (k) private security services;

enforce collective agreements and to take industrial action in

accordance with national law and practices which respect Com-

munity law.                                                                 (l) services provided by notaries and bailiffs, who are

                                                                                   appointed by an official act of government.

 

                                                                            3.       This Directive shall not apply to the field of taxation.

 

 

                               Article 2

 

                                                                                                            Article 3

                                Scope

 

                                                                                  Relationship with other provisions of Community law

1.     This Directive shall apply to services supplied by provi-

ders established in a Member State.                                         1.       If the provisions of this Directive conflict with a provision

                                                                            of another Community act governing specific aspects of access

                                                                            to or exercise of a service activity in specific sectors or for

2.     This Directive shall not apply to the following activities:          specific professions, the provision of the other Community act

                                                                            shall prevail and shall apply to those specific sectors or profes-

                                                                            sions. These include:

(a) non-economic services of general interest;

 

                                                                            (a) Directive 96/71/EC;

(b) financial services, such as banking, credit, insurance and re-

      insurance, occupational or personal pensions, securities,

      investment funds, payment and investment advice,                      (b) Regulation (EEC) No 1408/71;

      including the services listed in Annex I to Directive

      2006/48/EC;                                                           (c) Council Directive 89/552/EEC of 3 October 1989 on the

                                                                                   coordination of certain provisions laid down by law, regu-

                                                                                   lation or administrative action in Member States concerning

(c) electronic communications services and networks, and                           the pursuit of television broadcasting activities (1

      associated facilities and services, with respect to matters                                                                       );

      covered      by    Directives    2002/19/EC,       2002/20/EC,

      2002/21/EC, 2002/22/EC and 2002/58/EC;                                (d) Directive 2005/36/EC.

 

(d) services in the field of transport, including port services,            (1) OJ L 298, 17.10.1989, p. 23. Directive as amended by Directive

                                                                                  97/36/EC of the European Parliament and of the Council (OJ L 202,

      falling within the scope of Title V of the Treaty;                          30.7.1997, p. 60).

 


 

 

7.11.2006              EN                          Official Journal of the European Union                                        C 270E/17

 

2.     This Directive does not concern rules of private interna-             bodies, or the collective rules of professional associations

tional law, in particular rules governing the law applicable to              or other professional organisations, adopted in the exercise

contractual and non contractual obligations, including those                 of their legal autonomy; rules laid down in collective

which guarantee that consumers benefit from the protection                   agreements negotiated by the social partners shall not as

granted to them by the consumer protection rules laid down in                such be seen as requirements within the meaning of this

the consumer legislation in force in their Member State.                     Directive;

 

 

3.     Member States shall apply the provisions of this Directive

in compliance with the rules of the Treaty on the right of                8) `overriding reasons relating to the public interest' means

establishment and the free movement of services.                             reasons recognised as such in the case law of the Court of

                                                                             Justice, including the following grounds: public policy;

                                                                             public security; public safety; public health; preserving the

                                                                             financial equilibrium of the social security system; the

                                                                             protection of consumers, recipients of services and

                                                                             workers; fairness of trade transactions; combating fraud;

                                                                             the protection of the environment and the urban environ-

                               Article 4                                     ment; the health of animals; intellectual property; the

                                                                             conservation of the national historic and artistic heritage;

                                                                             social policy objectives and cultural policy objectives;

                             Definitions

 

                                                                          9) `competent authority' means any body or authority which

For the purposes of this Directive, the following definitions                has a supervisory or regulatory role in a Member State in

shall apply:                                                                 relation to service activities, including, in particular,

                                                                             administrative authorities, including courts acting as such,

 1) `service' means any self-employed economic activity,                     professional bodies, and those professional associations or

      normally provided for remuneration, as referred to in                  other professional organisations which, in the exercise of

      Article 50 of the Treaty;                                              their legal autonomy, regulate in a collective manner

                                                                             access to service activities or the exercise thereof;

 

 2) `provider' means any natural person who is a national of a

      Member State, or any legal person as referred to in Article

      48 of the Treaty and established in a Member State, who            10) `Member State where the service is provided' means the

      offers or provides a service;                                          Member State where the service is supplied by a provider

                                                                             established in another Member State;

 3) `recipient' means any natural person who is a national of a

      Member State or who benefits from rights conferred upon

      him by Community acts, or any legal person as referred to

      in Article 48 of the Treaty and established in a Member            11) `regulated profession' means a professional activity or a

      State, who, for professional or non-professional purposes,             group of professional activities as referred to in Article

      uses, or wishes to use, a service;                                     3(1)(a) of Directive 2005/36/EC;

 

 4) `Member State of establishment' means the Member State

      in whose territory the provider of the service concerned is        12) `commercial communication' means any form of commu-

      established;                                                           nication designed to promote, directly or indirectly, the

                                                                             goods, services or image of an undertaking, organisation

                                                                             or person engaged in commercial, industrial or craft

 5) `establishment' means the actual pursuit of an economic                  activity or practising a regulated profession. The following

      activity, as referred to in Article 43 of the Treaty, by the           do not in themselves constitute commercial communica-

      provider for an indefinite period and through a stable                 tions:

      infrastructure from where the business of providing

      services is actually carried out;

 

 6) `authorisation scheme' means any procedure under which                    (a) information enabling direct access to the activity of the

      a provider or recipient is in effect required to take steps in             undertaking, organisation or person, including in par-

      order to obtain from a competent authority a formal deci-                  ticular a domain name or an electronic-mailing

      sion, or an implied decision, concerning access to a service               address;

      activity or the exercise thereof;

 

 7) `requirement' means any obligation, prohibition, condition               (b) communications relating to the goods, services or

      or limit provided for in the laws, regulations or administra-              image of the undertaking, organisation or person,

      tive provisions of the Member States or in consequence of                  compiled in an independent manner, particularly when

      case-law, administrative practice, the rules of professional               provided for no financial consideration.

 


 

 

C 270E/18                 EN                           Official Journal of the European Union                                            7.11.2006

 

                                  CHAPTER II                                 of 21 December 1989 concerning disclosure requirements in

                                                                             respect of branches opened in a Member State by certain types

                                                                             of company governed by the law of another State (4).

                  ADMINISTRATIVE SIMPLIFICATION

 

 

                                   Article 5                                                                    Article 6

 

                       Simplification of procedures                                                 Points of single contact

 

1.       Member States shall examine the procedures and formal-

ities applicable to access to a service activity and to the exercise         1.      Member States shall ensure that it is possible for provi-

thereof. Where procedures and formalities examined under this                ders to complete the following procedures and formalities

paragraph are not sufficiently simple, Member States shall                   through points of single contact:

simplify them.                                                               (a) all procedures and formalities needed for access to his

                                                                                   service activities, in particular, all declarations, notifications

2.       The Commission may introduce harmonised forms at                          or applications necessary for authorisation from the compe-

Community level, in accordance with the procedure referred to                      tent authorities, including applications for inclusion in a

in Article 40(2). These forms shall be equivalent to certificates,                 register, a roll or a database, or for registration with a

attestations and any other documents required of a provider.                       professional body or association;

 

                                                                             (b) any applications for authorisation needed to exercise his

3.       Where Member States require a provider or recipient to                    service activities.

supply a certificate, attestation or any other document proving

that a requirement has been satisfied, they shall accept any                 2.      The establishment of points of single contact shall be

document from another Member State which serves an equiva-                   without prejudice to the allocation of functions and powers

lent purpose or from which it is clear that the requirement in               among the authorities within national systems.

question has been satisfied. They may not require a document

from another Member State to be produced in its original

form, or as a certified copy or as a certified translation, save in

the cases provided for in other Community instruments or

where such a requirement is justified by an overriding reason                                                   Article 7

relating to the public interest, including public order and

security.                                                                                                 Right to information

 

The first subparagraph shall not affect the right of Member

States to require non-certified translations of documents in one             1.      Member States shall ensure that the following information

of their official languages.                                                 is easily accessible to providers and recipients through the

                                                                             points of single contact:

 

4.       Paragraph 3 shall not apply to the documents referred to            (a) requirements applicable to providers established in their

in Article 7(2) and 50 of Directive 2005/36/EC, in Articles                        territory, in particular those requirements concerning the

45(3), 46, 49 and 50 of Directive 2004/18/EC of the European                       procedures and formalities to be completed in order to

Parliament and of the Council of 31 March 2004 on the coor-                        access and to exercise service activities;

dination of procedures for the award of public works contracts,

public supply contracts and public service contracts (1), in                 (b) the contact details of the competent authorities enabling

Article 3(2) of Directive 98/5/EC of the European Parliament                       the latter to be contacted directly, including the details of

and of the Council of 16 February 1998 to facilitate practice of                   those authorities responsible for matters concerning the

the profession of lawyer on a permanent basis in a Member                          exercise of service activities;

State other than that in which the qualification was obtained (2),

in the First Council Directive 68/151/EEC of 9 March 1968 on

coordination of safeguards which, for the protection of the                  (c) the means of, and conditions for, accessing public registers

interests of members and others, are required by Member                            and databases on providers and services;

States of companies within the meaning of the second para-

graph of Article 58 of the Treaty, with a view to making such                (d) the means of redress which are generally available in the

safeguards equivalent throughout the Community (3) and in the                      event of dispute between the competent authorities and the

Eleventh               Council           Directive        89/666/EEC               provider or the recipient, or between a provider and a reci-

                                                                                   pient or between providers;

(1) OJ L 134, 30.4.2004, p. 114. Directive as last amended by Commis-

      sion Regulation (EC) No 2083/2005 (OJ L 333, 20.12.2005, p. 28).       (e) the contact details of the associations or organisations,

(2) OJ L 77, 14.3.1998, p. 36. Directive as amended by the 2003 Act                other than the competent authorities, from which providers

      of Accession.                                                                or recipients may obtain practical assistance.

(3) OJ L 65, 14.3.1968, p. 8. Directive as last amended by Directive

      2003/58/EC of the European Parliament and of the Council (OJ L

      221, 4.9.2003, p. 13).                                                 (4) OJ L 395, 30.12.1989, p. 36.

 


 

 

7.11.2006               EN                         Official Journal of the European Union                                             C 270E/19

 

2.        Member States shall ensure that it is possible for provi-                                     CHAPTER III

ders and recipients to receive, at their request, assistance from

the competent authorities, consisting in information on the                       FREEDOM OF ESTABLISHMENT FOR PROVIDERS

way in which the requirements referred to in point (a) of para-

graph 1 are generally interpreted and applied. Where appro-

priate, such advice shall include a simple step-by-step guide.

The information shall be provided in plain and intelligible                                              SECTION 1

language.

                                                                                                      Authorisations

3.        Member States shall ensure that the information and

assistance referred to in paragraphs 1 and 2 are provided in a

clear and unambiguous manner, that they are easily accessible

at a distance and by electronic means and that they are kept up                                           Article 9

to date.                                                                                          Authorisation schemes

 

4.        Member States shall ensure that the points of single           1.      Member States shall not make access to a service activity

contact and the competent authorities respond as quickly as              or the exercise thereof subject to an authorisation scheme

possible to any request for information or assistance as referred        unless the following conditions are satisfied:

to in paragraphs 1 and 2 and, in cases where the request is

faulty or unfounded, inform the applicant accordingly without            (a) the authorisation scheme does not discriminate against the

delay.                                                                         provider in question;

 

                                                                         (b) the need for an authorisation scheme is justified by an

5.        Member States and the Commission shall take accompa-                 overriding reason relating to the public interest;

nying measures in order to encourage points of single contact

to make the information provided for in this Article available           (c) the objective pursued cannot be attained by means of a less

in other Community languages. This does not interfere with                     restrictive measure, in particular because an a posteriori

Member States' legislation on the use of languages.                            inspection would take place too late to be genuinely effec-

                                                                               tive.

 

6.        The obligation for competent authorities to assist provi-      2.      In the report referred to in Article 39(1), Member States

ders and recipients does not require those authorities to                shall identify their authorisation schemes and give reasons

provide legal advice in individual cases but concerns only               showing their compatibility with paragraph 1 of this Article.

general information on the way in which requirements are

usually interpreted or applied.                                          3.      This section shall not apply to those aspects of authorisa-

                                                                         tion schemes which are governed directly or indirectly by other

                                                                         Community instruments.

 

                               Article 8

                                                                                                         Article 10

 

                  Procedures by electronic means                                        Conditions for the granting of authorisation

 

1.        Member States shall ensure that all procedures and form-       1.      Authorisation schemes shall be based on criteria which

alities relating to access to a service activity and to the exercise     preclude the competent authorities from exercising their power

thereof may be easily completed, at a distance and by electronic         of assessment in an arbitrary manner.

means, through the relevant point of single contact and with

the relevant competent authorities.                                      2.      The criteria referred to in paragraph 1 shall be:

 

                                                                         (a) non-discriminatory;

2.        Paragraph 1 shall not apply to the inspection of premises

on which the service is provided or of equipment used by the             (b) justified by an overriding reason relating to the public

provider or to physical examination of the capability or of the                interest;

personal integrity of the provider or of his responsible staff.

                                                                         (c) proportionate to that public interest objective;

 

3.        The Commission shall, in accordance with the procedure         (d) clear and unambiguous;

referred to in Article 40(2), adopt detailed rules for the imple-

mentation of paragraph 1 of this Article with a view to facili-          (e) objective;

tating the interoperability of information systems and use of

procedures by electronic means between Member States, taking             (f) made public in advance;

into account common standards developed at Community

level.                                                                   (g) transparent and accessible.

 


 

 

C 270E/20              EN                               Official Journal of the European Union                                         7.11.2006

 

3.     The conditions for granting authorisation for a new estab-             4.      This Article shall be without prejudice to the Member

lishment shall not duplicate requirements and controls which                  States' ability to revoke authorisations, when the conditions for

are equivalent or essentially comparable as regards their                     authorisation are no longer met.

purpose to which the provider is already subject in another

Member State or in the same Member State. The liaison points

referred to in Article 28(2) and the provider shall assist the

competent authority by providing any necessary information                                                    Article 12

regarding those requirements.

 

                                                                                          Selection from among several candidates

4.     The authorisation shall enable the provider to have access

to the service activity, or to exercise that activity, throughout

the national territory, including by means of setting up agen-                1.      Where the number of authorisations available for a given

cies, subsidiaries, branches or offices, except where an authori-             activity is limited because of the scarcity of available natural

sation for each individual establishment or a limitation of the               resources or technical capacity, Member States shall apply a

authorisation to a certain part of the territory is justified by an           selection procedure to potential candidates which provides full

overriding reason relating to the public interest.                            guarantees of impartiality and transparency, including, in par-

                                                                              ticular, adequate publicity about the launch, conduct and

                                                                              completion of the procedure.

5.     The authorisation shall be granted as soon as it is estab-

lished, in the light of an appropriate examination, that the

conditions for authorisation have been met.                                   2.      In the cases referred to in paragraph 1, authorisation shall

                                                                              be granted for an appropriate limited period and may not be

                                                                              open to automatic renewal nor confer any other advantage on

6.     Except in the case of the granting of an authorisation,                the provider whose authorisation has just expired or on any

any decision from the competent authorities, including refusal                person having any particular links with that provider.

or withdrawal of an authorisation, shall be fully reasoned and

shall be open to challenge before the courts or other instances

of appeal.                                                                    3.      Subject to paragraph 1 and to Articles 9 and 10, Member

                                                                              States may take into account, in establishing the rules for the

                                                                              selection procedure, considerations of public health, social

7.     This Article shall not call into question the allocation of            policy objectives, the health and safety of employees or self-

the competences, at local or regional level, of the Member                    employed persons, the protection of the environment, the

States' authorities granting authorisations.                                  preservation of cultural heritage and other overriding reasons

                                                                              relating to the public interest, in conformity with Community

                                                                              law.

 

                              Article 11

 

                     Duration of authorisation                                                                Article 13

 

1.     An authorisation granted to a provider shall not be for a                                  Authorisation procedures

limited period, except where:

                                                                              1.      Authorisation procedures and formalities shall be clear,

(a) the authorisation is being automatically renewed or is                    made public in advance and be such as to provide the appli-

      subject only to the continued fulfilment of requirements;               cants with a guarantee that their application will be dealt with

                                                                              objectively and impartially.

(b) the number of available authorisations is limited by an

      overriding reason relating to the public interest; or                   2.      Authorisation procedures and formalities shall not be

(c) a limited authorisation period can be justified by an over-               dissuasive and shall not unduly complicate or delay the provi-

      riding reason relating to the public interest.                          sion of the service. They shall be easily accessible and any

                                                                              charges which the applicants may incur from their application

                                                                              shall be reasonable and proportionate to the cost of the author-

2.     Paragraph 1 shall not concern the maximum period                       isation procedures in question and shall not exceed the cost of

before the end of which the provider must actually commence                   the procedures.

his activity after receiving authorisation.

 

                                                                              3.      Authorisation procedures and formalities shall provide

3.     Member States shall require a provider to inform the rele-             applicants with a guarantee that their application will be

vant point of single contact provided for in Article 6 of the                 processed as quickly as possible and, in any event, within a

following changes:                                                            reasonable period which is fixed and made public in advance.

                                                                              The period shall run only from the time when all documenta-

(a) the creation of subsidiaries whose activities fall within the             tion has been submitted. When justified by the complexity of

      scope of the authorisation scheme,                                      the issue, the time period may be extended once, by the

                                                                              competent authority, for a limited time. The extension and its

(b) changes in his situation which result in the conditions for               duration shall be duly motivated and shall be notified to the

      authorisation no longer being met.                                      applicant before the original period has expired.

 


 

 

7.11.2006                     EN                     Official Journal of the European Union                                             C 270E/21

 

4.      Failing a response within the time period set or extended                obligation on the provider to have its principal establish-

in accordance with paragraph 3, authorisation shall be deemed                    ment in their territory, or restrictions on the freedom to

to have been granted. Different arrangements may nevertheless                    choose between establishment in the form of an agency,

be put in place, where justified by overriding reasons relating                  branch or subsidiary;

to the public interest, including a legitimate interest of third

parties.                                                                   4) conditions of reciprocity with the Member State in which

                                                                                 the provider already has an establishment, save in the case

5.      All applications for authorisation shall be acknowledged                 of conditions of reciprocity provided for in Community

as quickly as possible. The acknowledgement must specify the                     instruments concerning energy;

following:

 

(a) the period referred to in paragraph 3;                                 5) the case-by-case application of an economic test making the

                                                                                 granting of authorisation subject to proof of the existence

(b) the available means of redress;                                              of an economic need or market demand, an assessment of

                                                                                 the potential or current economic effects of the activity or

(c) where applicable, a statement that in the absence of a                       an assessment of the appropriateness of the activity in rela-

      response within the period specified, the authorisation shall              tion to the economic planning objectives set by the compe-

      be deemed to have been granted.                                            tent authority; this prohibition shall not concern planning

                                                                                 requirements which do not pursue economic aims but serve

6.      In the case of an incomplete application, the applicant                  overriding reasons relating to the public interest;

shall be informed as quickly as possible of the need to supply

any additional documentation, as well as of any possible effects

on the period referred to in paragraph 3.                                  6) the direct or indirect involvement of competing operators,

                                                                                 including within consultative bodies, in the granting of

7.      When a request is rejected because it fails to comply with               authorisations or in the adoption of other decisions of the

the required procedures or formalities, the applicant shall be                   competent authorities, with the exception of professional

informed of the rejection as quickly as possible.                                bodies and associations or other organisations acting as the

                                                                                 competent authority; this prohibition shall not concern the

                                                                                 consultation of organisations, such as chambers of

                                                                                 commerce or social partners, on matters other than indivi-

                                                                                 dual applications for authorisation, or a consultation of the

                                                                                 public at large;

                                    SECTION 2

 

         Requirements prohibited or subject to evaluation                  7) an obligation to provide or participate in a financial guar-

                                                                                 antee or to take out insurance from a provider or body

                                                                                 established in their territory. This shall not affect the possi-

                                                                                 bility for Member States to require insurance or financial

                                    Article 14                                   guarantees as such, nor shall it affect requirements relating

                                                                                 to the participation in a collective compensation fund, for

                                                                                 instance for members of professional bodies or organisa-

                        Prohibited requirements                                  tions;

 

Member States shall not make access to, or the exercise of, a

service activity in their territory subject to compliance with any         8) an obligation to have been pre-registered, for a given

of the following:                                                                period, in the registers held in their territory or to have

                                                                                 previously exercised the activity for a given period in their

1) discriminatory requirements based directly or indirectly on                   territory.

      nationality or, in the case of companies, the location of the

      registered office, including in particular:

 

      (a) nationality requirements for the provider, his staff,

            persons holding the share capital or members of the                                           Article 15

            provider's management or supervisory bodies;

 

      (b) a requirement that the provider, his staff, persons

            holding the share capital or members of the provider's                             Requirements to be evaluated

            management or supervisory bodies be resident within

            the territory;

 

2) a prohibition on having an establishment in more than one               1.      Member States shall examine whether, under their legal

      Member State or on being entered in the registers or                 system, any of the requirements listed in paragraph 2 are

      enrolled with professional bodies or associations of more            imposed and shall ensure that any such requirements are

      than one Member State;                                               compatible with the conditions laid down in paragraph 3.

                                                                           Member States shall adapt their laws, regulations or administra-

3) restrictions on the freedom of a provider to choose between             tive provisions so as to make them compatible with those

      a principal or a secondary establishment, in particular an           conditions.

 


 

 

C 270E/22                   EN                     Official Journal of the European Union                                       7.11.2006

 

2.       Member States shall examine whether their legal system          (a) the requirements that they intend to maintain and the

makes access to a service activity or the exercise of it subject to            reasons why they consider that those requirements comply

compliance with any of the following non-discriminatory                        with the conditions set out in paragraph 3;

requirements:

                                                                         (b) the requirements which have been abolished or made less

                                                                               stringent.

(a) quantitative or territorial restrictions, in particular in the

      form of limits fixed according to population or of a               6.     From ... (*), Member States shall not introduce any new

      minimum geographical distance between providers;                   requirement of a kind listed in paragraph 2, unless that require-

                                                                         ment satisfies the conditions laid down in paragraph 3.

(b) an obligation on a provider to take a specific legal form;           7.     Member States shall notify the Commission of any new

                                                                         laws, regulations or administrative provisions which set

(c) requirements which relate to the shareholding of a                   requirements as referred to in paragraph 6, together with the

      company;                                                           reasons for those requirements. The Commission shall commu-

                                                                         nicate the provisions concerned to the other Member States.

                                                                         Such notification shall not prevent Member States from

(d) requirements, other than those concerning matters covered            adopting the provisions in question.

      by Directive 2005/36/EC or provided for in other Com-

      munity instruments, which reserve access to the service

      activity in question to particular providers by virtue of the      Within a period of 3 months from the date of receipt of the

      specific nature of the activity;                                   notification, the Commission shall examine the compatibility of

                                                                         any new requirements with Community law and, where appro-

                                                                         priate, shall adopt a decision requesting the Member State in

(e) a ban on having more than one establishment in the terri-            question to refrain from adopting them or to abolish them.

      tory of the same State;

                                                                         The notification of a draft national law in accordance with

                                                                         Directive 98/34/EC shall fulfil the obligation of notification

(f) requirements fixing a minimum number of employees;                   provided for in this Directive.

 

(g) fixed minimum and/or maximum tariffs with which the

      provider must comply;                                                                             CHAPTER IV

 

(h) an obligation on the provider to supply other specific                                   FREE MOVEMENT OF SERVICES

      services jointly with his service.

 

3.       Member States shall verify that the requirements referred                                      SECTION 1

to in paragraph 2 satisfy the following conditions:

                                                                                Freedom to provide services and related derogations

(a) non-discrimination: requirements must be neither directly

      nor indirectly discriminatory according to nationality nor,

      with regard to companies, according to the location of the                                         Article 16

      registered office;

                                                                                             Freedom to provide services

(b) necessity: requirements must be justified by an overriding

      reason relating to the public interest;                            1.     Member States shall respect the right of providers to

                                                                         provide services in a Member State other than that in which

(c) proportionality: requirements must be suitable for securing          they are established.

      the attainment of the objective pursued; they must not go

      beyond what is necessary to attain that objective and it           The Member State in which the service is provided shall ensure

      must not be possible to replace those requirements with            free access to and free exercise of a service activity within its

      other, less restrictive measures which attain the same result.     territory.

 

4.       Paragraphs 1, 2 and 3 shall apply to legislation in the         Member States shall not make access to or exercise of a service

field of services of general economic interest only insofar as the       activity in their territory subject to compliance with any

application of these paragraphs does not obstruct the perfor-            requirements which do not respect the following principles:

mance, in law or in fact, of the particular task assigned to

them.                                                                    (a) non-discrimination: the requirement may be neither directly

                                                                               nor indirectly discriminatory with regard to nationality or,

                                                                               in the case of legal persons, with regard to the Member

                                                                               State in which they are established;

5.       In the mutual evaluation report provided for in

Article 39(1), Member States shall specify the following:                (*) Date of entry into force of this Directive.

 


 

 

7.11.2006                  EN                            Official Journal of the European Union                                          C 270E/23

 

(b) necessity: the requirement must be justified for reasons of                the application of this Article, in which it shall consider the

      public policy, public security, public health or the protec-             need to propose harmonisation measures regarding service

      tion of the environment;                                                 activities covered by this Directive.

 

 

(c) proportionality: the requirement must be suitable for

      attaining the objective pursued, and must not go beyond

      what is necessary to attain that objective.                                                              Article 17

 

                                                                               Additional derogations from the freedom to provide

2.      Member States may not restrict the freedom to provide                                                  services

services in the case of a provider established in another

Member State by imposing any of the following requirements:

                                                                               Article 16 shall not apply to:

 

(a) an obligation on the provider to have an establishment in                   1) Services of general economic interest which are provided

      their territory;                                                              in another Member State, inter alia:

 

(b) an obligation on the provider to obtain an authorisation                        (a) in the postal sector, services covered by Directive

      from their competent authorities including entry in a                             97/67/EC of the European Parliament and of the

      register or registration with a professional body or associa-                     Council of 15 December 1997 on common rules for

      tion in their territory, except where provided for in this                        the development of the internal market of Community

      Directive or other instruments of Community law;                                  postal services and the improvement of quality of

                                                                                        service (1);

 

(c) a ban on the provider setting up a certain form or type of                      (b) in the electricity sector, services covered by Directive

      infrastructure in their territory, including an office or cham-                   2003/54/EC of the European Parliament and of the

      bers, which the provider needs in order to supply the                             Council of 26 June 2003 concerning common rules

      services in question;                                                             for the internal market in electricity (2);

 

                                                                                    (c) in the gas sector, services covered by Directive

(d) the application of specific contractual arrangements                                2003/55/EC of the European Parliament and of the

      between the provider and the recipient which prevent or                           Council of 26 June 2003 concerning common rules

      restrict service provision by the self-employed;                                  for the internal market in natural gas (3);

 

                                                                                    (d) water distribution and supply services and waste water

(e) an obligation on the provider to possess an identity docu-                          services;

      ment issued by its competent authorities specific to the

      exercise of a service activity;                                               (e) treatment of waste;

 

(f) requirements, except for those necessary for health and                     2) matters covered by Directive 96/71/EC;

      safety at work, which affect the use of equipment and mate-

      rial which are an integral part of the service provided;                  3) matters covered by Directive 95/46/EC of the European

                                                                                    Parliament and of the Council of 24 October 1995 on the

                                                                                    protection of individuals with regard to the processing of

(g) restrictions on the freedom to provide the services referred                    personal data and on the free movement of such data (4);

      to in Article 19.                                                         4) matters covered by Council Directive 77/249/EEC of 22

                                                                                    March 1977 to facilitate the effective exercise by lawyers

3.      The Member State to which the provider moves shall not                      of freedom to provide services (5);

be prevented from imposing requirements with regard to the

provision of a service activity, where they are justified for                   5) the activity of judicial recovery of debts;

reasons of public policy, public security, public health or the

protection of the environment and in accordance with para-                      6) matters covered by Title II of Directive 2005/36/EC, as

graph 1. Nor shall that Member State be prevented from                              well as requirements in the Member State where the

applying, in accordance with Community law, its rules on                            service is provided which reserve an activity to a particular

employment conditions, including those laid down in collective                      profession;

agreements.

                                                                               (1) OJ L 15, 21.1.1998, p. 14. Directive as last amended by Regulation

                                                                                  (EC) No 1882/2003 (OJ L 284, 31.10.2003, p. 1).

                                                                               (2) OJ L 176, 15.7.2003, p. 37. Directive as amended by Council Direc-

4.      By ... (*) the Commission shall, after consultation of the                tive 2004/85/EC (OJ L 236, 7.7.2004, p. 10).

Member States and the social partners at Community level,                      (3) OJ L 176, 15.7.2003, p. 57.

submit to the European Parliament and the Council a report on                  (4) OJ L 281, 23.11.1995, p. 31. Directive as last amended by Regu-

                                                                                  lation (EC) No 1882/2003.

                                                                               (5) OJ L 78, 26.3.1977, p. 17. Directive as last amended by the 2003

(*) Five years after the entry into force of this Directive.                      Act of Accession.

 


 

 

C 270E/24                EN                          Official Journal of the European Union                                           7.11.2006

 

 7) matters covered by Regulation (EEC) No 1408/71;                        provider established in another Member State, take measures

                                                                           relating to the safety of services.

 8) as regards administrative formalities concerning the free

       movement of persons and their residence, matters covered

       by the provisions of Directive 2004/38/EC that lay down             2.     The measures provided for in paragraph 1 may be taken

       administrative formalities of the competent authorities of          only if the mutual assistance procedure laid down in Article 35

       the Member State where the service is provided with                 is complied with and the following conditions are fulfilled:

       which beneficiaries must comply;

 

 9) as regards third country nationals who move to another                 (a) the national provisions in accordance with which the

       Member State in the context of the provision of a service,                measure is taken have not been subject to Community

       the possibility for Member States to require visa or resi-                harmonisation in the field of the safety of services;

       dence permits for third country nationals who are not

       covered by the mutual recognition regime provided for in            (b) the measures provide for a higher level of protection of the

       Article 21 of the Convention implementing the Schengen                    recipient than would be the case in a measure taken by the

       Agreement of 14 June 1985 on the gradual abolition of                     Member State of establishment in accordance with its

       checks at the common borders (1) or the possibility to                    national provisions;

       oblige third country nationals to report to the competent

       authorities of the Member State in which the service is

       provided on or after their entry;                                   (c) the Member State of establishment has not taken any

                                                                                 measures or has taken measures which are insufficient as

10) as regards the shipment of waste, matters covered by                         compared with those referred to in Article 35(2);

       Council Regulation (EEC) No 259/93 of 1 February 1993

       on the supervision and control of shipments of waste                (d) the measures are proportionate.

       within, into and out of the European Community (2);

 

11) copyright, neighbouring rights and rights covered by                   3.     Paragraphs 1 and 2 shall be without prejudice to provi-

       Council Directive 87/54/EEC of 16 December 1986 on the              sions, laid down in Community instruments, which guarantee

       legal protection of topographies of semiconductor                   the freedom to provide services or which allow derogations

       products (3) and by Directive 96/9/EC of the European               therefrom.

       Parliament and of the Council of 11 March 1996 on the

       legal protection of databases (4), as well as industrial prop-

       erty rights;

 

12) acts requiring by law the involvement of a notary;

 

13) matters covered by Directive 2006/43/EC of the European                                              SECTION 2

       Parliament and of the Council of 17 May 2006 on statu-

       tory audit of annual accounts and consolidated

       accounts (5);                                                                           Rights of recipients of services

14) the registration of vehicles leased in another Member State;

 

15) provisions regarding contractual and non-contractual obli-

       gations, including the form of contracts, determined

       pursuant to the rules of private international law.                                                Article 19

 

 

                                                                                                  Prohibited restrictions

                                  Article 18

 

                        Case-by-case derogations                           Member States may not impose on a recipient requirements

                                                                           which restrict the use of a service supplied by a provider estab-

                                                                           lished in another Member State, in particular the following

1.      By way of derogation from Article 16, and in exceptional           requirements:

circumstances only, a Member State may, in respect of a

                                                                           (a) an obligation to obtain authorisation from or to make a

(1) OJ L 239, 22.9.2000, p. 19. Convention as last amended by Regu-              declaration to their competent authorities;

      lation (EC) No 1160/2005 of the European Parliament and of the

      Council (OJ L 191, 22.7.2005, p. 18).

(2) OJ L 30, 6.2.1993, p. 1. Regulation as last amended by Commission      (b) discriminatory limits on the grant of financial assistance by

      Regulation (EC) No 2557/2001 (OJ L 349, 31.12.2001, p. 1).

(3) OJ L 24, 27.1.1987, p. 36.                                                   reason of the fact that the provider is established in another

(4) OJ L 77, 27.3.1996, p. 20.                                                   Member State or by reason of the location of the place at

(5) OJ L 157, 9.6.2006, p. 87.                                                   which the service is provided.

 


 

 

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                               Article 20                                each other mutual assistance and shall put in place all possible

                                                                         measures for effective cooperation. Together with the Commis-

                                                                         sion, Member States shall put in place practical arrangements

                          Non-discrimination                             necessary for the implementation of paragraph 1.

 

1.     Member States shall ensure that the recipient is not made         4.      The Commission shall, in accordance with the procedure

subject to discriminatory requirements based on his nationality          referred to in Article 40(2), adopt measures for the implemen-

or place of residence.                                                   tation of paragraphs 1, 2 and 3 of this Article, specifying the

                                                                         technical mechanisms for the exchange of information between

                                                                         the bodies of the various Member States and, in particular, the

2.     Member States shall ensure that the general conditions of         interoperability of information systems, taking into account

access to a service, which are made available to the public at           common standards.

large by the provider, do not contain discriminatory provisions

relating to the nationality or place of residence of the recipient,

but without precluding the possibility of providing for differ-

ences in the conditions of access where those differences are

directly justified by objective criteria.                                                                 CHAPTER V

 

                                                                                                     QUALITY OF SERVICES

 

                               Article 21                                                                   Article 22

 

                      Assistance for recipients                                     Information on providers and their services

 

1.     Member States shall ensure that recipients can obtain, in

their Member State of residence, the following information:              1.      Member States shall ensure that providers make the

                                                                         following information available to the recipient:

 

(a) general information on the requirements applicable in

      other Member States relating to access to, and exercise of,        (a) the name of the provider, his legal status and form, the

      service activities, in particular those relating to consumer              geographic address at which he is established and details

      protection;                                                               enabling him to be contacted rapidly and communicated

                                                                                with directly and, as the case may be, by electronic means;

 

(b) general information on the means of redress available in

      the case of a dispute between a provider and a recipient;          (b) where the provider is registered in a trade or other similar

                                                                                public register, the name of that register and the provider's

                                                                                registration number, or equivalent means of identification

(c) the contact details of associations or organisations,                       in that register;

      including the centres of the European Consumer Centres

      Network, from which providers or recipients may obtain             (c) where the activity is subject to an authorisation scheme,

      practical assistance.                                                     the particulars of the relevant competent authority or the

                                                                                single point of contact;

Where appropriate, advice from the competent authorities shall

include a simple step-by-step guide. Information and assistance          (d) where the provider exercises an activity which is subject to

shall be provided in a clear and unambiguous manner, shall be                   VAT, the identification number referred to in Article 22(1)

easily accessible at a distance, including by electronic means,                 of Sixth Council Directive 77/388/EEC of 17 May 1977 on

and shall be kept up to date.                                                   the harmonisation of the laws of the Member States

                                                                                relating to turnover taxes - Common system of value

2.     Member States may confer responsibility for the task                     added tax: uniform basis of assessment (1);

referred to in paragraph 1 on points of single contact or on

any other body, such as the centres of the European Consumer             (e) in the case of the regulated professions, any professional

Centres Network, consumer associations or Euro Info Centres.                    body or similar institution with which the provider is regis-

                                                                                tered, the professional title and the Member State in which

                                                                                that title has been granted;

Member States shall communicate to the Commission the

names and contact details of the designated bodies. The

Commission shall transmit them to all Member States.                     (f) the general conditions and clauses, if any, used by the

                                                                                provider;

 

3.     In fulfilment of the requirements set out in paragraphs 1         (g) the existence of contractual clauses, if any, used by the

and 2, the body approached by the recipient shall, if necessary,                provider concerning the law applicable to the contract and/

contact the relevant body for the Member State concerned. The                   or the competent courts;

latter shall send the information requested as soon as possible

to the requesting body which shall forward the information to            (1) OJ L 145, 13.6.1977, p. 1. Directive as last amended by Directive

the recipient. Member States shall ensure that those bodies give               2006/18/EC (OJ L 51, 22.2.2006, p. 12).

 


 

 

C 270E/26                EN                         Official Journal of the European Union                                        7.11.2006

 

(h) the existence of an after-sales guarantee, if any, not                4.    Member States shall ensure that the information which a

      imposed by law;                                                     provider must supply in accordance with this Chapter is made

                                                                          available or communicated in a clear and unambiguous

                                                                          manner, and in good time before conclusion of the contract or,

(i) the price of the service, where a price is pre-determined by          where there is no written contract, before the service is

      the provider for a given type of service;                           provided.

 

(j) the main features of the service, if not already apparent

      from the context;                                                   5.    The information requirements laid down in this Chapter

                                                                          are in addition to requirements already provided for in Com-

(k) the insurance or guarantees referred to in Article 23(1), and         munity law and do not prevent Member States from imposing

      in particular the contact details of the insurer or guarantor       additional information requirements applicable to providers

      and the territorial coverage.                                       established in their territory.

 

2.      Member States shall ensure that the information referred

to in paragraph 1, according to the provider's preference:                6.    The Commission may, in accordance with the procedure

                                                                          referred to in Article 40(2), specify the content of the informa-

                                                                          tion provided for in paragraphs 1 and 3 of this Article

(a) is supplied by the provider on his own initiative;                    according to the specific nature of certain activities and may

                                                                          specify the practical means of implementing paragraph 2 of

                                                                          this Article.

(b) is easily accessible to the recipient at the place where the

      service is provided or the contract concluded;

 

(c) can be easily accessed by the recipient electronically by

      means of an address supplied by the provider;                                                     Article 23

 

(d) appears in any information documents supplied to the reci-

      pient by the provider which set out a detailed description

      of the service he provides.                                                    Professional liability insurance and guarantees

 

3.      Member States shall ensure that, at the recipient's request,

providers supply the following additional information:                    1.    Member States may ensure that providers whose services

                                                                          present a direct and particular risk to the health or safety of the

                                                                          recipient or a third person, or to the financial security of the

(a) where the price is not pre-determined by the provider for a           recipient, subscribe to professional liability insurance appro-

      given type of service, the price of the service or, if an exact     priate to the nature and extent of the risk, or provide a guar-

      price cannot be given, the method for calculating the price         antee or similar arrangement which is equivalent or essentially

      so that it can be checked by the recipient, or a sufficiently       comparable as regards its purpose.

      detailed estimate;

 

(b) as regards the regulated professions, a reference to the              2.    When a provider establishes himself in their territory,

      professional rules applicable in the Member State of estab-         Member States may not require professional liability insurance

      lishment and how to access them;                                    or a guarantee from the provider where he is already covered

                                                                          by a guarantee which is equivalent, or essentially comparable

                                                                          as regards its purpose and the cover it provides in terms of the

(c) information on their multidisciplinary activities and part-           insured risk, the insured sum or a ceiling for the guarantee and

      nerships which are directly linked to the service in question       possible exclusions from the cover, in another Member State in

      and on the measures taken to avoid conflicts of interest.           which the provider is already established. Where equivalence is

      That information shall be included in any information               only partial, Member States may require a supplementary guar-

      document in which providers give a detailed description of          antee to cover those aspects not already covered.

      their services;

 

(d) any codes of conduct to which the provider is subject and             When a Member State requires a provider established in its

      the address at which these codes may be consulted by elec-          territory to subscribe to professional liability insurance or to

      tronic means, specifying the language version available;            provide another guarantee, that Member State shall accept as

                                                                          sufficient evidence attestations of such insurance cover issued

(e) where a provider is subject to a code of conduct, or                  by credit institutions and insurers established in other Member

      member of a trade association or professional body which            States.

      provides for recourse to a non-judicial means of dispute

      settlement, information in this respect. The provider shall

      specify how to access detailed information on the charac-           3.    Paragraphs 1 and 2 shall not affect professional insurance

      teristics of, and conditions for, the use of non-judicial           or guarantee arrangements provided for in other Community

      means of dispute settlement.                                        instruments.

 


 

 

7.11.2006               EN                          Official Journal of the European Union                                            C 270E/27

 

4.      For the implementation of paragraph 1, the Commission                   ethics and conduct, which vary according to the specific

may, in accordance with the procedure referred to in Article                    nature of each profession, and is necessary in order to

40(2), establish a list of services which exhibit the characteris-              ensure their independence and impartiality;

tics referred to in paragraph 1 of this Article and establish

common criteria for defining, for the purposes of the insurance

or guarantees referred to in that paragraph, what is appropriate          (b) providers of certification, accreditation, technical moni-

to the nature and extent of the risk.                                           toring, test or trial services, in so far as is justified in order

                                                                                to ensure their independence and impartiality.

 

5.      For the purpose of this Article                                   2.      Where multidisciplinary activities between providers

                                                                          referred to in points (a) and (b) of paragraph 1 are authorised,

- `direct and particular risk' means a risk arising directly from         Member States shall ensure the following:

      the provision of the service,

                                                                          (a) that conflicts of interest and incompatibilities between

- `health and safety' means, in relation to a recipient or a                    certain activities are prevented;

      third person, the prevention of death or serious personal

      injury,                                                             (b) that the independence and impartiality required for certain

- `financial security' means, in relation to a recipient, the                   activities is secured;

      prevention of substantial losses of money or of value of

      property,                                                           (c) that the rules governing professional ethics and conduct for

                                                                                different activities are compatible with one another, espe-

- `professional liability insurance' means insurance taken out                  cially as regards matters of professional secrecy.

      by a provider in respect of potential liabilities to recipients

      and, where applicable, third parties arising out of the provi-      3.      In the report referred to in Article 39(1), Member States

      sion of the service.                                                shall indicate which providers are subject to the requirements

                                                                          laid down in paragraph 1 of this Article, the content of those

                                                                          requirements and the reasons for which they consider them to

                                                                          be justified.

                              Article 24

 

Commercial communications by the regulated professions

 

                                                                                                          Article 26

1.      Member States shall remove all total prohibitions on

commercial communications by the regulated professions.

                                                                                              Policy on quality of services

2.      Member States shall ensure that commercial communica-

tions by the regulated professions comply with professional

rules, in conformity with Community law, which relate, in par-            1.      Member States shall, in cooperation with the Commis-

ticular, to the independence, dignity and integrity of the profes-        sion, take accompanying measures to encourage providers to

sion, as well as to professional secrecy, in a manner consistent          take action on a voluntary basis in order to ensure the quality

with the specific nature of each profession. Professional rules           of service provision, in particular through use of one of the

on commercial communications shall be non-discriminatory,                 following methods:

justified by an overriding reason relating to the public interest

and proportionate.                                                        (a) certification or assessment of their activities by independent

                                                                                or accredited bodies;

 

                                                                          (b) drawing up their own quality charter or participation in

                              Article 25                                        quality charters or labels drawn up by professional bodies

                                                                                at Community level.

 

                    Multidisciplinary activities                          2.      Member States shall ensure that information on the

                                                                          significance of certain labels and the criteria for applying labels

1.      Member States shall ensure that providers are not made            and other quality marks relating to services can be easily

subject to requirements which oblige them to exercise a given             accessed by providers and recipients.

specific activity exclusively or which restrict the exercise jointly

or in partnership of different activities.

                                                                          3.      Member States shall, in cooperation with the Commis-

                                                                          sion, take accompanying measures to encourage professional

However, the following providers may be made subject to such              bodies, as well as chambers of commerce and craft associations

requirements:                                                             and consumer associations, in their territory to cooperate at

                                                                          Community level in order to promote the quality of service

(a) the regulated professions, in so far as is justified in order to      provision, especially by making it easier to assess the compe-

      guarantee compliance with the rules governing professional          tence of a provider.

 


 

 

C 270E/28                 EN                                 Official Journal of the European Union                                          7.11.2006

 

4.        Member States shall, in cooperation with the Commis-                     4.       Member States shall take the general measures necessary

sion, take accompanying measures to encourage the develop-                         to ensure that providers who are subject to a code of conduct,

ment of independent assessments, notably by consumer asso-                         or are members of a trade association or professional body,

ciations, in relation to the quality and defects of service provi-                 which provides for recourse to a non-judicial means of dispute

sion, and, in particular, the development at Community level of                    settlement inform the recipient thereof and mention that fact in

comparative trials or testing and the communication of the                         any document which presents their services in detail, specifying

results.                                                                           how to access detailed information on the characteristics of,

                                                                                   and conditions for, the use of such a mechanism.

 

5.        Member States, in cooperation with the Commission,

shall encourage the development of voluntary European stan-

dards with the aim of facilitating compatibility between services

supplied by providers in different Member States, information

to the recipient and the quality of service provision.                                                           CHAPTER VI

 

 

                                                                                                    ADMINISTRATIVE COOPERATION

 

                                    Article 27

                                                                                                                  Article 28

 

                          Settlement of disputes

                                                                                                Mutual assistance - general obligations

 

1.        Member States shall take the general measures necessary

to ensure that providers supply contact details, in particular a

postal address, fax number or e-mail address and telephone                         1.       Member States shall give each other mutual assistance,

number to which all recipients, including those resident in                        and shall put in place measures for effective cooperation with

another Member State, can send a complaint or a request for                        one another, in order to ensure the supervision of providers

information about the service provided. Providers shall supply                     and the services they provide.

their legal address if this is not their usual address for cor-

respondence.

                                                                                   2.       For the purposes of this Chapter, Member States shall

                                                                                   designate one or more liaison points, the contact details of

Member States shall take the general measures necessary to                         which shall be communicated to the other Member States and

ensure that providers respond to the complaints referred to in                     the Commission. The Commission shall publish and regularly

the first subparagraph in the shortest possible time and make                      update the list of liaison points.

their best efforts to find a satisfactory solution.

 

                                                                                   3.       Information requests and requests to carry out any

2.        Member States shall take the general measures necessary                  checks, inspections and investigations under this Chapter shall

to ensure that providers are obliged to demonstrate compliance                     be duly motivated, in particular by specifying the reason for

with the obligations laid down in this Directive as to the provi-                  the request. Information exchanged shall be used only in

sion of information and to demonstrate that the information is                     respect of the matter for which it was requested.

accurate.

 

                                                                                   4.       In the event of receiving a request for assistance from

3.        Where a financial guarantee is required for compliance                   competent authorities in another Member State, Member States

with a judicial decision, Member States shall recognise equiva-                    shall ensure that providers established in their territory supply

lent guarantees lodged with a credit institution or insurer estab-                 their competent authorities with all the information necessary

lished in another Member State. Such credit institutions must                      for supervising their activities in compliance with their national

be authorised in a Member State in accordance with Directive                       laws.

2006/48/EC and such insurers in accordance, as appropriate,

with First Council Directive 73/239/EEC of 24 July 1973 on

the coordination of laws, regulations and administrative provi-

sions relating to the taking-up and pursuit of the business of                     5.       In the event of difficulty in meeting a request for informa-

direct       insurance     other       than       life    assurance (1)    and     tion or in carrying out checks, inspections or investigations,

Directive 2002/83/EC of the European Parliament and of the                         the Member State in question shall rapidly inform the

Council of 5 November 2002 concerning life assurance (2).                          requesting Member State with a view to finding a solution.

 

(1) OJ L 228, 16.8.1973, p. 3. Directive as last amended by Directive

      2005/68/EC of the European Parliament and of the Council (OJ L               6.       Member States shall supply the information requested by

      323, 9.12.2005, p. 1).

(2) OJ L 345, 19.12.2002, p. 1. Directive as last amended by Directive             other Member States or the Commission by electronic means

      2005/68/EC.                                                                  and within the shortest possible period of time.

 


 

 

7.11.2006            EN                         Official Journal of the European Union                                      C 270E/29

 

7.    Member States shall ensure that registers in which provi-       2.     The Member State of establishment shall not refrain from

ders have been entered, and which may be consulted by the             taking supervisory or enforcement measures in its territory on

competent authorities in their territory, may also be consulted,      the grounds that the service has been provided or caused

in accordance with the same conditions, by the equivalent             damage in another Member State.

competent authorities of the other Member States.