The principle of non-discrimination is a fundamental principle of EU law. It prohibits both treating similar cases differently and treating different cases the same. Discrimination can be direct, such as a law favoring Greek nationals for certain jobs, or indirect, such as a residency requirement that disadvantages foreign nationals. Differences in treatment may be justified to achieve legitimate objectives like public health or order. The principle performs several roles in the EU legal system, including unifying the internal market, regulating fair competition, and protecting citizens' fundamental rights to equal treatment.
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lesson on EU Law: The Principle of Non Discrimination
The principle of non-discrimination is a fundamental principle of EU law. It prohibits both treating similar cases differently and treating different cases the same. Discrimination can be direct, such as a law favoring Greek nationals for certain jobs, or indirect, such as a residency requirement that disadvantages foreign nationals. Differences in treatment may be justified to achieve legitimate objectives like public health or order. The principle performs several roles in the EU legal system, including unifying the internal market, regulating fair competition, and protecting citizens' fundamental rights to equal treatment.
The principle of non-discrimination is a fundamental principle of EU law. It prohibits both treating similar cases differently and treating different cases the same. Discrimination can be direct, such as a law favoring Greek nationals for certain jobs, or indirect, such as a residency requirement that disadvantages foreign nationals. Differences in treatment may be justified to achieve legitimate objectives like public health or order. The principle performs several roles in the EU legal system, including unifying the internal market, regulating fair competition, and protecting citizens' fundamental rights to equal treatment.
the principle of non-discrimination. This has been described as being the DNA of EU law and the cornerstone on which European integration is built. It permeates every aspect of EU law, it binds both the EU and all its institutions. It binds the member states and it can even bind private parties within the member states. Discrimination consists of both treating like cases differently, and also treating different cases the same. The test is whether the difference in treatment is on the basis of substantial objective differences between the cases. Let's give some examples and try to clarify this. In most countries in Europe, motorcyclists are allowed to travel on motorways, but people on mopeds are not. This is a clear difference in treatment, but it is not discrimination because there are substantial objective differences between motorcycles and mopeds in terms of speed, which means that mopeds are not comparable to motorcycles when it comes to travelling on a motorway. On the other hand, a rule prohibiting mopeds from parking on motorbike parking places may well discriminate, when they need to park their bikes, moped riders are in a comparable situation to motorcycle riders. And to complete this example, imagine this car park charged motorcycles the same amount to park there, as a large lorry. Here there might be discrimination because the two cases are not comparable when it comes to occupying parking spaces, yet they are treated the same. There are numerous measures in the treaty which give expression to the principle of non-discrimination in a variety of contexts. The treaty expressly prohibits discrimination on the grounds of nationality in Article 18 TFEU, and prohibits discrimination on the grounds of sex in matters of employment in Article 157 TFEU. In addition, the charter of fundamental rights of the European Union contains a prohibition on any discrimination based any grounds such as sex, race, color, political opinion, age, sexual orientation and so on. But it can be argued that all these explicit prohibitions on discrimination in EU primary law, are merely different expressions of the general principle of equality, or non discrimination, which is a general principle of EU law. And the case law of the Court of Justice shows, that this general principle extends not just to differences of treatment on grounds such as sex, race, nationality, political opinion which are quite familiar to discrimination law as in national law, or in the law of the European Convention on Human Rights for example, but also extends to difference of treatments on any other grounds. So for instance, treating steel producers less favorably than aluminium producers, or importers of liquors less favorably than those of table wine, or traders in lamb meat less favorably than traders in beef might be discriminatory. This has important implications for a business because it widens the range of arguments that they can use, to challenge measures that might put that business at a disadvantage. Having said that, it must be recognized that measures that differentiate on grounds such as sex or nationality, are much more likely to be considered discrimination than treating different industry sectors differently. In particular any difference of treatment on the grounds of nationality is likely to be very problematic from an EU law perspective as will be discussed in the section on the internal market, prohibiting rules which disadvantage products or persons or services from other member states in a particular national market, has been a key factor in building the internal market and European integration. There are two main categories of discrimination, direct discrimination occurs when a person is treated less favorably because of their status. A good example of direct discrimination was a Greek law, which stated that only Greek nationals could hold the post of captain or first mate. Non-Greek nationals were at disadvantage in their oppor employment opportunities, because of their nationality. So the Court of Justice held that the Greek law w,as directly discriminatory on grounds of nationality, or another example, an Irish campaign backed by the Irish government, that was designed to encourage people to buy Irish and so put non-Irish product, products at a disadvantage because of their nationality. But more common and more subtle is indirect discrimination, indirect discrimination occurs when a requirement is imposed on a person which appears on the face of it to tre, treat everyone the same way. But in reality, it puts person's in a particular group at a disadvantage. A good example of this are residency requirements, in one such case, an Austrian law required that all undertaking trades in Austria to apply, only appoint managers who were resident in Austria. The court found that this measure was indirectly discriminatory, because whilst it might not make a mention of nationalities it in fact put nationals of other member states at a disadvantage, as non-residents are in the majority of cases, foreigners. Another example, this time in the context of sex discrimination, is a policy by a department store to exclude part time workers from its occupational pension scheme. As women were much less likely than men to work full time, such a policy placed women at a disadvantage. So the reason for the less favorable treatment was not the sex of the workers, but the result of the policy was nonetheless, that women were less favorably treated than men. But it's important to remember that differences in treatment, even if they might be prima facie discriminatory, can be justified. And the treaties provide member states with specific exemptions, that allow them to justify the differences in treatment. So rules that require imported use cars to be subject to road worthiness tests that domestic cars are not required to take can be justified on grounds of protecting public health. And decisions to deport non-national EU citizens, which of course cannot apply to national EU citizens, can be justified on the grounds of protecting public order. In addition to these express requirements that are stipulated in the treaty, member states may be able to justify indirectly discriminatory measures by reference to other objective requirements such as protecting the environment, protecting consumers. This issue of how differences of treatment can be justified will be dealt with in much greater detail in the internal market part of the course. It's also important to remember that any such justification must respect the principles of proportionality and respect for fundamental rights, which are covered in Magnus' lectures. The principle of nondiscrimination in the EU law is particularly complex, because this principle can be seen as performing a number of different roles within the EU legal system. It can have a market unifying role, by removing differences of treatment which can create barriers in the internal market. It can have a market regulatory role, which ensures that all actors are treated the same to ensure fair competition, and prevent distortions in the market causing by treating certain market actors more favorably than others. But, just as the European Union has moved beyond being a merely Economic Union, so the principle of nondiscrimination has grown beyond being a mere market principle, and is now evolving into a principle that protects the rights of all EU citizens, regardless of whether they are market actors to be treated fairly and equally. And in that role as a constitutional principle of non-discrimination, it comes into the scope of the principle of respect for fundamental rights and that, is the subject of the next lecture. [MUSIC]