somewhat more limited scope, because it applies to
employment and occupation in the public sector only.
Furthermore, although the Goods and Services Directive
applies to both public and private sector, it is limited to
access to and supply of goods and services; for example, it
explicitly excludes the content of media and advertising, as
well as education from its scope.155
Under all three Directives, direct discrimination takes
place where one person is treated ‘less favourably than
another is, has been or would be treated in a comparable
situation’156 on grounds specifically prohibited by the
respective Directives. Indirect discrimination occurs where
an apparently neutral provision, criterion or practice
would put persons of a racial or ethnic origin, sex, religion
or belief, disability, age and sexual orientation at a
particular disadvantage compared with other persons.157
Under the Race and Employment Directives, indirect
discrimination may, however, be justified if a measure had
a legitimate aim, to be achieved by appropriate and
necessary means. For example, differences in treatment in
connection with age may be justified on the basis of
legitimate employment policy, labour market and
vocational training objectives.158 The Goods and Services
Directive introduces the similar concept of objective
justification without limiting it to cases of indirect
discrimination.159 The preamble of the Goods and Services
Directive refers, for example, to single-sex shelters aimed
to protect victims of sex-related violence.160
In addition, the Directives prohibit harassment –
unwanted conduct related to one of the prohibited grounds
of discrimination with the purpose or effect of violating the
dignity of a person and of creating an intimidating, hostile,
degrading, humiliating or offensive environment. The
Directives permit member states to define the concept of
harassment, taking into consideration the context supplied
by Article 2(3). Furthermore, any instruction to
discriminate on the grounds listed in the Directives is
deemed to be discrimination.
The Directives, however, contain several exceptions.
For example, Article 4 of the Race Directive and Article
4(1) of the Employment Directive stipulate that
differential treatment based on a characteristic related to
racial or ethnic origin, age, disability, religion or belief or
sexual orientation would not be considered discriminatory
if by reason of the nature of the particular occupational
activities concerned or of the context in which they are
carried out, such a characteristic constitutes a genuine and
determining occupational requirement, provided that the
objective is legitimate and the requirement is
proportionate.161
As to the Goods and Services Directive, prior to 21
December 2007, the Directive allowed member states to
‘permit proportionate differences in individuals’ premiums
16
and benefits where the use of sex is a determining factor in
the assessment of risk based on relevant and accurate
actuarial and statistical data’.162 However, the use of sex as
a factor in the calculation of premiums for the purposes of
insurance and related financial services is precluded in all
contracts concluded after 21 December 2007.163 Thus,
there are a number of hedges in all three Directives
capable of limiting the scope of their application.
On the positive side, all three Directives specify that, to
ensure full equality in practice, member states would not
be precluded from maintaining or adopting positive action
to prevent or compensate for disadvantages entailed by
non-discrimination.164 In addition, the Directives clarify
that the provisions of these instruments are minimum
standards and member states are free to maintain higher
standards of protection;165 moreover, the implementation of
the Directives may not reduce the level of protection that
was already afforded under national laws.166
It is hoped that the exceptions in Articles 4 in each of
the Equality Directives will not detract from their
protective scope, but this will largely depend on the ECJ’s
reading of the instruments. The following section reviews
the ECJ’s jurisprudence based on these Directives.
Race Directive: ethnic and racial
discrimination
Case study: Centrum voor gelijkheid van
kansen en voor racismebestrijding v Firma
Feryn NV (Feryn)
The ECJ has interpreted the scope of the Race Directive
only once. In Centrum voor gelijkheid van kansen en voor
racismebestrijding v Firma Feryn NV (Feryn),167 the ECJ
dealt with the concept of direct discrimination. The case
concerned public statements by one of the directors of
Feryn who claimed that his firm, which specialized in the
sale and installation of doors, would not recruit persons of
Moroccan origin, because some customers do not want
them in their private homes. The Belgian Centre for Equal
Opportunities and Opposition to Racism brought
proceedings against Feryn before national courts. The
national court stayed the proceedings and asked the ECJ
to provide guidance on whether public statements by an
employer declaring that it would not recruit employees of
a certain ethnic origin constitute direct discrimination
under the Race Directive.
One of the distinct features of the case is a lack of an
identifiable victim in the case. The UK and Ireland argued,
therefore, that no claim can be made under the Race
Directive.168 The ECJ, however, disagreed and held that
the existence of direct discrimination was not dependent
MINORITY GROUPS AND LITIGATION: A REVIEW OF DEVELOPMENTS IN INTERNATIONAL AND REGIONAL JURISPRUDENCE