COUNCIL DIRECTIVE of 22 March 1977 to facilitate the effective exercise by lawyers of freedom to provide services (77/249/EEC)

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THE COUNCIL OF THE EUROPEAN COMMUNITIES,

RAADETS DIREKTIV

Having regard to the Treaty establishing the European Economic Community, and in particular Articles 57 and 66 thereof,

af 22 . marts 1977

Having regard to the proposal from the Commission,

om lettelser med henblik paa den faktiske gennemfoerelse af advokaters fri udveksling af tjenesteydelser

Having regard to the opinion of the European Parliament (1),

( 77/249/EOEF )

Having regard to the opinion of the Economic and Social Committee (2),

RAADET FOR DE EUROPAEISKE FAELLESSKABER HAR -

Whereas, pursuant to the Treaty, any restriction on the provision of services which is based on nationality or on conditions of residence has been prohibited since the end of the transitional period;

under henvisning til traktaten om oprettelse af Det europaeiske oekonomiske Faellesskab , saerlig artikel 57 og 66 ,

Whereas this Directive deals only with measures to facilitate the effective pursuit of the activities of lawyers by way of provision of services ; whereas more detailed measures will be necessary to facilitate the effective exercise of the right of establishment;

under henvisning til forslag fra Kommissionen ,

Whereas if lawyers are to exercise effectively the freedom to provide services host Member States must recognize as lawyers those persons practising the profession in the various Member States;

under henvisning til udtalelse fra Europa-Parlamentet , ( 1 )

Whereas, since this Directive solely concerns provision of services and does not contain provisions on the mutual recognition of diplomas, a person to whom the Directive applies must adopt the professional title used in the Member State in which he is established, hereinafter referred to as "the Member State from which he comes",

under henvisning til udtalelse fra Det oekonomiske og sociale Udvalg , ( 2 ) og

HAS ADOPTED THIS DIRECTIVE:

ud fra foelgende betragtninger :

I henhold til traktaten er enhver restriktion , der hindrer den fri udveksling af tjenesteydelser paa grundlag af nationalitet eller bopaelskrav forbudt fra overgangsperiodens udloeb ;

Article 1

dette direktiv angaar kun foranstaltninger , som skal lette den faktiske udoevelse af advokatvirksomhed i form af tjenesteydelser ; det vil vaere noedvendigt at udforme mere detaillerede foranstaltninger med henblik paa at lette den faktiske udoevelse af etableringsretten ;

1. This Directive shall apply, within the limits and under the conditions laid down herein, to the activities of lawyers pursued by way of provision of services.

den faktiske udoevelse af advokatvirksomhed i form af tjenesteydelser forudsaetter , at vaertslandet anerkender de personer , der i de enkelte medlemsstater udoever dette erhverv , som advokater ;

Notwithstanding anything contained in this Directive, Member States may reserve to prescribed categories of lawyers the preparation of formal documents for obtaining title to administer estates of deceased persons, and the drafting of formal documents creating or transferring interests in land.

da dette direktiv kun vedroerer tjenesteydelser , og ikke bestemmelser om gensidig anerkendelse af eksamensbeviser , skal den , der omfattes af direktivet , goere brug af den erhvervstitel , som anvendes i den medlemsstat , hvor han er etableret , i det foelgende benaevnt " det land , han kommer fra " -

2. "Lawyer" means any person entitled to pursue his professional activities under one of the following designations: >PIC FILE= "T0010774">

UDSTEDT FOELGENDE DIREKTIV :

Artikel 1

Article 2

1 . Dette direktiv finder inden for de graenser og paa de betingelser , der er fastsat heri , anvendelse paa advokaters udoevelse af virksomhed i form af tjenesteydelser .

Each Member State shall recognize as a lawyer for the purpose of pursuing the activities specified in Article 1 (1) any person listed in paragraph 2 of that Article.

Uanset bestemmelserne i dette direktiv kan medlemsstaterne forbeholde bestemte kategorier af advokater retten til at udfaerdige officielt bekraeftede dokumenter , hvorved der gives bemyndigelse til at behandle doedsboer , eller hvorved der stiftes eller overdrages rettigheder over fast ejendom .

2 . Ved " advokat " forstaas enhver person , der har ret til at udoeve virksomhed under en af foelgende betegnelser :

Article 3

Belgien : Avocat - Advocaat

A person referred to in Article 1 shall adopt the professional title used in the Member State from which he comes, expressed in the language or one of the languages, of that State, with an indication of the professional organization by which he is authorized to practise or the court of law before which he is entitled to practise pursuant to the laws of that State.

Danmark : Advokat

Tyskland : Rechtsanwalt

Article 4

Frankrig : Avocat

1. Activities relating to the representation of a client in legal proceedings or before public authorities shall be pursued in each host Member State under the conditions laid down for lawyers established in that State, with the exception of any conditions requiring residence, or registration with a professional organization, in that State. (1)OJ No C 103, 5.10.1972, p. 19 and OJ No C 53, 8.3.1976, p. 33. (2)OJ No C 36, 28.3.1970, p. 37 and OJ No C 50, 4.3.1976, p. 17.

Irland :

2. A lawyer pursuing these activities shall observe the rules of professional conduct of the host Member State, without prejudice to his obligations in the Member State from which he comes.

Barrister

3. When these activities are pursued in the United Kingdom, "rules of professional conduct of the host Member State" means the rules of professional conduct applicable to solicitors, where such activities are not reserved for barristers and advocates. Otherwise the rules of professional conduct applicable to the latter shall apply. However, barristers from Ireland shall always be subject to the rules of professional conduct applicable in the United Kingdom to barristers and advocates.

Solicitor

When these activities are pursued in Ireland "rules of professional conduct of the host Member State" means, in so far as they govern the oral presentation of a case in court, the rules of professional conduct applicable to barristers. In all other cases the rules of professional conduct applicable to solicitors shall apply. However, barristers and advocates from the United Kingdom shall always be subject to the rules of professional conduct applicable in Ireland to barristers.

Italien : Avvocato

4. A lawyer pursuing activities other than those referred to in paragraph 1 shall remain subject to the conditions and rules of professional conduct of the Member State from which he comes without prejudice to respect for the rules, whatever their source, which govern the profession in the host Member State, especially those concerning the incompatibility of the exercise of the activities of a lawyer with the exercise of other activities in that State, professional secrecy, relations with other lawyers, the prohibition on the same lawyer acting for parties with mutually conflicting interests, and publicity. The latter rules are applicable only if they are capable of being observed by a lawyer who is not established in the host Member State and to the extent to which their observance is objectively justified to ensure, in that State, the proper exercise of a lawyer's activities, the standing of the profession and respect for the rules concerning incompatibility.

Luxembourg : Avocat-avoué

Nederlandene : Advocaat

Article 5

Det forenede Kongerige :

For the pursuit of activities relating to the representation of a client in legal proceedings, a Member State may require lawyers to whom Article 1 applies: - to be introduced, in accordance with local rules or customs, to the presiding judge and, where appropriate, to the President of the relevant Bar in the host Member State;

Advocate

- to work in conjunction with a lawyer who practises before the judicial authority in question and who would, where necessary, be answerable to that authority, or with an "avoué" or "procuratore" practising before it.

Barrister

Solicitor .

Artikel 2

Med henblik paa udoevelsen af de former for virksomhed , der er omhandlet i artikel 1 , stk . 1 , anerkender medlemsstaterne enhver person , der er omhandlet i artikel 1 , stk . 2 , som advokat .

Article 6

Artikel 3

Any Member State may exclude lawyers who are in the salaried employment of a public or private undertaking from pursuing activities relating to the representation of that undertaking in legal proceedings in so far as lawyers established in that State are not permitted to pursue those activities.

Enhver person , der er omhandlet i artikel 1 , skal goere brug af sin erhvervstitel udtrykt paa sproget eller et af sprogene i den medlemsstat , han kommer fra , med angivelse af den faglige organisation , han henhoerer under , eller den ret , ved hvilken han er moedeberettiget i henhold til lovgivningen i naevnte stat .

Artikel 4

Article 7

1 . Virksomhed i forbindelse med repraesentation og forsvar af en klient for retten eller over for offentlige myndigheder udoeves i den medlemsstat , der er vaertsland , paa de betingelser , som gaelder for advokater , der er etableret i denne stat , bortset fra betingelser om bopael eller medlemsskab af en faglig organisation i naevnte stat .

1. The competent authority of the host Member State may request the person providing the services to establish his qualifications as a lawyer.

2 . Under udoevelsen af disse former for virksomhed skal advokaten iagttage de faglige regler , der gaelder i vaertslandet , idet han dog fortsat er undergivet de forpligtelser , der paahviler ham i den medlemsstat , han kommer fra .

2. In the event of non-compliance with the obligations referred to in Article 4 and in force in the host Member State, the competent authority of the latter shall determine in accordance with its own rules and procedures the consequences of such non-compliance, and to this end may obtain any appropriate professional information concerning the person providing services. It shall notify the competent authority of the Member State from which the person comes of any decision taken. Such exchanges shall not affect the confidential nature of the information supplied.

3 . Under udoevelse af disse former for virksomhed i Det forenede Kongerige , forstaas ved " de faglige regler , der gaelder i vaertslandet " , de faglige regler , der gaelder for " solicitors " , saafremt de naevnte former for virksomhed ikke er forbeholdt " barristers " eller " advocates " . I modsat fald anvendes de faglige regler , der gaelder for sidstnaevnte . " Barristers " , der kommer fra Irland , er dog altid undergivet de faglige regler , der gaelder for " barristers " eller " advocates " i Det forenede Kongerige .

Under udoevelse af disse former for virksomhed i Irland forstaas ved " de faglige regler , der gaelder i vaertslandet " , de faglige regler , der gaelder for " barristers " for saa vidt de angaar den mundtlige forelaeggelse af en sag for retten . I alle andre tilfaelde finder de faglige regler anvendelse , der gaelder for " solicitors " . " Barristers " og " advocates " , der kommer fra Det forenede Kongerige , er dog altid undergivet de faglige regler , der gaelder for " barristers " i Irland .

Article 8

4 . Ved udoevelsen af andre former for viksomhed end dem , der er omhandlet i stk . 1 , forbliver advokaten undergivet de betingelser og faglige regler , der gaelder i den medlemsstat , han kommer fra , idet han dog tillige er undergivet de regler , som uanset deres oprindelse gaelder for advokatstanden i vaertslandet , navnlig vedroerende uforenelighed mellem udoevelse af advokatgerning og andre former for virksomhed i denne stat , tavshedspligt , forholdet mellem kolleger , forbud mod , at samme advokat bistaar parter med modstridende interesser , samt vedroerende annoncering . Disse regler kan dog kun anvendes , saafremt de kan efterkommes af en advokat , der ikke er etableret i vaertslandet , og kun i det omfang kravet om overholdelse er objektivt begrundet af advokatgerningen , standens omdoemme og overholdelsen af ovennaevnte regler om uforenelighed .

1. Member States shall bring into force the measures necessary to comply with this Directive within two years of its notification and shall forthwith inform the Commission thereof.

Artikel 5

2. Member States shall communicate to the Commission the texts of the main provisions of national law which they adopt in the field covered by this Directive.

For saa vidt angaar udoevelse af virksomhed i forbindelse med repraesentation og forsvar af en klient for retten kan en medlemsstat kraeve , at de advokater , der er omhandlet i artikel 1 :

- introduceres for retspraesidenten og eventuelt for formanden for advokatsamfundet i vaertslandet , i overensstemmelse med stedlige regler eller stedlig saedvane ;

Article 9

- handler enten i forbindelse med en advokat , som udoever virksomhed ved den ret , der skal behandle sagen , og som i givet fald er ansvarlig over for denne ret , eller i forbindelse med en " avoué " eller " procuratore " , der udoever virksomhed ved den paagaeldende ret .

This Directive is addressed to the Member States.

Artikel 6

En medlemsstat kan udelukke advokater , der er loenmodtagere i henhold til en arbejdskontrakt med en offentlig eller privat virksomhed , fra repraesentation og forsvar i retten for denne virksomhed , i det omfang advokater , der er etableret i den paagaeldende stat , er udelukket herfra .

Artikel 7

Done at Brussels, 22 March 1977.

1 . Vaertslandets kompetente myndighed kan af den , der udfoerer tjenesteydelsen , forlange dokumentation for , at han er advokat .

For the Council

2 . Saafremt der sker overtraedelse af de forpligtelser , der gaelder i vaertslandet i medfoer af artikel 4 , traeffer den kompetente myndighed i dette land i henhold til sine egne materielle og processuelle retsregler afgoerelse om foelgerne og kan med henblik herpaa faa meddelt fornoedne faglige oplysninger vedroerende udoeveren . Vaertslandets kompetente myndighed giver den kompetente myndighed i det land , udoeveren kommer fra , underretning om enhver afgoerelse , den traeffer . Oplysningernes fortrolige karakter beroeres ikke af , at de meddeles vaertslandets kompetente myndigheder .

The President

Artikel 8

Judith HART

1 . Medlemsstaterne ivaerksaetter de noedvendige foranstaltninger for at efterkomme dette direktiv inden for en frist paa to aar fra dets meddelelse og underretter straks Kommissionen herom .

2 . Medlemsstaterne underretter Kommissionen om de vigtigste nationale retsregler , som de udsteder paa det omraade , der er omfattet af dette direktiv .

Artikel 9

Dette direktiv er rettet til medlemsstaterne .

Udfaerdiget i Bruxelles , den 22 . marts 1977 .

Paa Raadets vegne

Judith HART

Formand

( 1 ) EFT nr . C 103 af 5 . 10 . 1972 , s . 19 , og EFT nr . C 53 af 8 . 3 . 1976 , s . 33 .

( 2 ) EFT nr . C 36 af 28 . 3 . 1970 , s . 37 , og EFT nr . C 50 af 4 . 3 . 1976 , s . 17 .